UBS Group AG Registered Ordinary Shares (UBS)

The Swiss lender said it plans to repurchase $1 billion of shares in the first half of 2025 and aims to repurchase up to an additional $2 billion in the second half.

UBS Group AG shares down after reporting $11.6B sales, 7% Y/Y growth & EPS of $0.23, beating consensus. Global Wealth Management's net new assets rose 10% Y/Y.

Trump's tariffs on Canada, China, and Mexico have received mixed reactions from business world. Companies like GM and Shopify have prepared for impact.

U.S. stock futures were trading lower on Tuesday after Monday's decline as the new administration tariffs continued to spook the market.

The brokerage said that after two consecutive quarterly earnings before interest and taxes (EBIT) misses, expectations for Caterpillar have reset to lower.

Shares of iPhone and iPad maker Apple (NASDAQAAPL) fell 3.8% in the morning session after the Trump administration's new tariffs (25% on Canadian goods and 10% on Chinese products) shook markets. While similar tariffs were set for Mexico, they have been delayed. But it doesn't help that Canada has already hit back with its levies on U.S. imports. Trump admitted in a social media post that Americans might feel the sting: "WILL THERE BE SOME PAIN? YES, MAYBE (AND MAYBE NOT!)." The tariffs were imposed as part of measures to improve the U.S.'s trade gap with the rest of the world and also to tighten border security. 

US stock futures down on Tues, focus on PepsiCo, NXP Semiconductors, Pfizer earnings. UBS reports strong Q4, EA to release after market close.

UBS analyst Gavin Parsons raised the firm's price target on Boeing to $217 from $208 while keeping a ‘Buy’ rating on the shares. JPMorgan analyst Seth Seifman raised Boeing's price target to $200 from $190 while maintaining an ‘Overweight’ rating.

If the DoJ blocks HPE's acquisition of Juniper Networks, expect a change in the company's capital structure, a UBS analyst says.

Analysts at Jefferies note that the efficiency improvements brought about by DeepSeek will also improve the return of interest from artificial intelligence (AI) systems.

A Bloomberg report said the current round impacts higher management levels and lower ranks.

Shares of tech giant Microsoft (NASDAQMSFT) jumped 4% in the afternoon session after President Trump announced a $500 billion Stargate project (Joint Venture with OpenAI, Oracle and SoftBank) to develop artificial intelligence infrastructure in the United States. UBS analyst Timothy Arcuri thinks players such as Nvidia would significantly benefit, likely as the supplier of critical semiconductor chips powering some of the anticipated infrastructure requirements, including data centers. As a result, it is not hard to project the anticipated gains from hyperscalers such as Oracle, Microsoft and other cloud platforms. Overall, the deal should accelerate demand for builders and innovators within the AI space. 

Nvidia rival AMD is notably missing from all announcements and blog posts, which leads UBS analysts to believe that at least initially, the Stargate project will rely heavily on Nvidia to provide compute and hardware solutions.

Shares of iPhone and iPad maker Apple (NASDAQAAPL) fell 3.2% in the afternoon session after data from research firm Canalys revealed the company (AAPL) is losing dominance in China. The data revealed that iPhone shipments in China fell 17% to 42.9 million units in 2024, pushing Apple down to third place in market share. The decline was partly blamed on the lack of artificial intelligence features in new iPhones. This weak print is significant for Apple since China accounted for roughly 17% of its total sales in fiscal year 2024.

UBS analysts said they see a more limited catalyst path for SentinelOne through fiscal year 2026.

PLTR stock is down 14% for the year, but before you make any decisions about PLTR stock here's more detail about what factors are weighing on the stock