# House View Daily | Volatility in AI and tech do not derail the investment thesis

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Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-volatility-in-ai-and-tech-do-not-derail-the-investment-thesis.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-06-12T10:38:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__12_June_2026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__12_June_2026.mp3
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## Resource

Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact, in our view. Investors should stay invested in the AI opportunity, while rotating exposure toward areas with clearer demand visibility and stronger earnings support.

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