UBS Rejects AI Bubble Fears, Says CapEx and Upside Have ‘More To Go’ Banks November 4, 2025 Banking giant UBS dismisses AI bubble fears, noting that current capital spending levels are nowhere close to historical innovation booms.…
Former UBS Strategist Warns AI CapEx Surge Marks ‘Peak Bubble’ Phase Banks October 6, 2025 A former UBS chief investment strategist warns that AI CapEx (capital expenditure) is accelerating at a record pace, lifting valuations…
