# House View Daily | Equities can move higher despite tech sell-off

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off-2
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off-2.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-06-24T11:57:24+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 24 June 2026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 24 June 2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-equities-can-move-higher-despite-tech-sell-off-2
Duration seconds: 658

## Resource

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.

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## Transcript

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