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AI TRENDS | UBS Says Investors Are Reassessing the Next Phase of the AI Trade After a Q2 Semiconductor Surge

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2026-07-08 02:38:34
Investors are reassessing the next phase of the AI trade after a sharp surge in semiconductor stocks in the second quarter.

According to Jin10, the Chief Investment Officer for the Americas at UBS said the market is undergoing structural changes as investors reevaluate what comes next for AI-related positioning.
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