UBS

UBS revises its 2026 outlook to two 25 basis point rate increases—September and December—citing stronger August jobs data and hawkish Fed communication.

UBS lifted its year-end S&P 500 target to 8,100, citing stronger corporate earnings and broadening gains across industrials, financials, and consumer discretionary stocks.

A 13F filed Aug. 13 shows UBS held 2.5 million IBIT shares at June 30, up 355 percent by share count from 549,000 at year-end 2025.

UBS analysts project Nvidia's shares will reach $280, citing strong AI server demand and a positive outlook for upcoming earnings that will exceed consensus estimates