Episode

House View Daily | Navigate AI volatility with diversification and selectivity

Podcast: UBS On-Air: House View
Published: Jul 6, 2026
Duration seconds: 490
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Canonical source: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%206%20July%202026.mp3
Audio: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%206%20July%202026.mp3
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Summary

We remain constructive on the AI theme, but the market narrative is gradually shifting from strong near-term growth to the durability of spending beyond 2027. Investors should ensure diversification and selectivity in their exposure.