CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
UBS CEO says the AI pullback is healthy — but there’s a bigger risk investors should watch
UBS reported a profit rise in its second-quarter earnings Wednesday, as CEO Sergio Ermotti warned that geopolitical volatility…
China’s PBOC keeps 1-year and 5-year benchmark lending rates unchanged
BEIJING, CHINA – DECEMBER 22: A woman walks by the headquarters of the People’s Bank of China (PBOC)…
China vows to continue opening its economy amid U.S. trade tensions
Li Qiang, China’s premier, speaks at the China Development Forum in Beijing, China, on Sunday, March 22, 2026.…
Forget DeepSeek. Of China’s 5 new AI models, UBS prefers this one
As speculation over a new version of the DeepSeek AI model grows, several other Chinese tech companies have…
UBS turns bullish on Palantir, says buy the dip on this clear AI winner
UBS views accelerating demand tied to artificial intelligence and data spending as a key growth driver for Palantir…
AI Risk Is Dominating Conference Calls as Investors Dump Stocks
(Bloomberg) — In what’s turning out to be a great quarter for corporate earnings growth, company executives and…
Private credit stocks plummet on concern about exposure to software industry disrupted by AI
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New…
Days of declines won’t keep AI trade down
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov.…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
UBS bets on these European sectors to avoid currency uncertainty
While Europe isn’t directly impacted by U.S. President Donald Trump’s latest tariff threats , it could have a…