Episode
House View Daily | Equities can move higher despite tech sell-off
- Podcast
- UBS On-Air: House View
- Published
- Jun 24, 2026
- Duration seconds
- 658
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 24 June 2026.mp3
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Summary
Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities.