UBS On-Air: Market Moves Ahead of the curve with Ulrike Hoffmann-Burchardi
Jul 28, 2025
Dive into the latest market dynamics shaping investments in AI and electrification. Explore how U.S. policy is fueling growth in these sectors alongside robust earnings from major tech players. Discover what to expect from the upcoming Federal Reserve meeting and crucial trade developments as the August deadline approaches. Plus, don't miss insights on the July employment report and its potential market impact.
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US Spurs Global AI Leadership Race
- U.S. government policy explicitly prioritizes leading the AI race globally.
- This official push catalyzes a global competition among companies and nations, notably including China.
Strong Corporate AI Momentum Evident
- Corporate AI momentum is strong, shown by better-than-expected earnings at Google and IBM.
- Google's AI metrics and IBM's WatsonX deployments highlight accelerating generative AI business growth.
US Endorses Electricity Growth
- The US also backs doubling electricity production, supporting power and resource sectors.
- Companies like GE Vernova report strong orders, revenue growth, and stock gains tied to this electrification trend.