Episode

House View Daily | Monitoring AI risks amid volatility

Podcast: UBS On-Air: House View
Published: Jun 29, 2026
Duration seconds: 513
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Canonical source: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2029%20June%202026.mp3
Audio: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2029%20June%202026.mp3
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Summary

We continue to like the semiconductor complex of the AI story, but recent market volatility has pointed to certain risks worth monitoring. The key for investors remains diversification, both within and beyond AI.