# House View Daily | Navigate AI volatility with diversification and selectivity

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity-2
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity-2.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-07-06T11:02:09+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 6 July 2026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 6 July 2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity-2
Duration seconds: 490

## Resource

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.

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## Transcript

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