Investing.com – UBS (Six: UBSG) has increased its exposure to Microsoft (Nasdaq: MSFT) and Meta Platforms (Nasdaq: Meta) while reducing positions in Apple (Nasdaq: AAPL), Alphabet (Nasdaq: Googl) and Amazon (Nasdaq: AMZN), citing a growing confidence in the long -term value of the long term of the long term of the long term of the long term of the long term of the long term Artificial (AI) in multiple layers of the technological ecosystem.
“We reduce Apple’s weights by 1 percentage point (PP), Alphabet by 1.5 pp and Amazon by 0.5 pp, and increase Microsoft’s weights in 2 pp and goal in 1 pp,” UBS analysts wrote in a recent note about transformative innovation.
UBS considers that “we are still in the early stages of the growth history of AI” and highlighted the solid capital investment trends and the improvement of monetization as key tactical drivers during the next 12 to 18 months.
The firm favors “IA infrastructure names with strong price fixing power”, as well as platforms and applications positioned for cases of use of AI in the real world.
Microsoft, described as “at the forefront of generative initiatives”, was highlighted for its scale, recurrent income and rapid increase in the contribution of AI.
“We believe that Microsoft is at a turning point, with acceleration of solid recurring income and income about to boost growth over the next few years.”
Goal also received praise for its dominant position in digital advertising and its execution in AI.
-“We see a strong execution in the Ia Llama models, which are among the best in the open source community,” said UBS, adding that the finish line does not yet completely reflect its “positioning and growth potential.”
Despite the recent volatility in technological actions promoted by tariff uncertainty and geopolitical risks, UBS sees current conditions as an opportunity to build long -term exposure.
“We would use any short -term volatility in AI -related companies … to build a long -term strategic exposure in AI,” analysts wrote.
UBS continues to consider AI as “the deepest innovation in the history of mankind.”
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UBS modifies technological weights, increases Microsoft and goal by optimism in AI
