Alphabet Inc. & UBS
16 shared events · Importance 4 · Last updated Aug 23, 2026
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Business
Alphabet Inc.: Key AI hyperscaler; earnings and AI spending plans will influence AI trade and market sentiment.
UBS: Analyst firm commenting on competitive risks and mixed results.
Apr 20, 2026 · 27 articles
International
Alphabet Inc.: Alphabet shares dived almost 7% after scrutiny of massive AI capital spending.
UBS: UBS analyst Giovanni Staunovo commented on the oil market situation.
Jul 24, 2026 · 6 articles
Business
Alphabet Inc.: Received a $10 billion investment from Berkshire, contributing to Berkshire's investment gains and signaling confidence.
UBS: Raised price target and maintained 'buy' rating, praising capital allocation.
Aug 10, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet is referenced as having a larger primary follow-on offering this year, providing context for Alibaba's deal size.
UBS: As a joint bookrunner, UBS earns advisory fees and strengthens its investment banking franchise in Asia.
Aug 23, 2026 · 21 articles
unfocused
Alphabet Inc.: Alphabet Inc. is raising $80 billion in cash to fund its AI investments, but its stock fell due to concerns about whether AI can produce sufficient profits to justify the massive investment.
UBS: UBS increased its price target on Micron Technology, contributing to Micron's stock surge and market valuation.
May 19, 2026 · 199 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
UBS: UBS analyst Nicolas Gaudois issued a bullish Dynamic random-access memory price forecast, indirectly supporting Western Digital — Sandisk's outlook.
Apr 20, 2026 · 95 articles
International
Alphabet Inc.: Alphabet fell 3.8%, weighing on the S&P 500 and Nasdaq.
UBS: UBS upgraded Jabil, influencing its stock price.
Aug 11, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a cloud provider and competitor in the AI infrastructure space, though its direct involvement in this event is minimal.
UBS: UBS initiated coverage with a 'Buy' rating and a $300 price target, highlighting Cerebras Systems as a 'fast inference pure play' with a growing backlog and performance advantage.
Jun 08, 2026 · 12 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
UBS: Analysts at UBS raised their 12-month price target for Micron Technology, contributing to the positive sentiment around the stock.
May 20, 2026 · 72 articles
Domestic
Alphabet Inc.: Mentioned as a major corporate bond issuer, contributing to supply pressures.
UBS: Strategists noted historical interventions have limited effects.
Aug 19, 2026 · 127 articles
Business
Alphabet Inc.: Alphabet Inc., a subsidiary of Alphabet Inc., entered into a cloud services agreement with SpaceX, involving its Gemini AI model, which adds to SpaceX's revenue projections.
UBS: UBS>>> is one of the international banks participating in the SpaceX>>> IPO, tasked with attracting wealthy individual investors.
Apr 20, 2026 · 457 articles
International
Alphabet Inc.: Alphabet Inc. dipped, contributing to the S&P 500 communications services sector's decline.
UBS: UBS>>>'s target price increase for Marvell Technology>>> contributed to the latter's stock gains.
May 27, 2026 · 101 articles
Business
Alphabet Inc.: Alphabet's stock decline due to AI talent departures and regulatory overhang negatively impacted the broader software sector, though JFrog recovered.
UBS: UBS analyst Radi Sultan raised his price target for JFrog, contributing to the positive market sentiment and stock price increase.
Jun 08, 2026 · 6 articles
International
Alphabet Inc.: Alphabet Inc. is mentioned as one of the Wall Street titans with upcoming earnings, which traders are cautiously awaiting amidst the geopolitical tensions.
UBS: Giovanni Staunovo at UBS provided commentary on the ongoing tensions and the restricted flows through the Strait of Hormuz, indicating the financial sector's monitoring of the situation.
Apr 20, 2026 · 607 articles
Business
UBS: UBS increased its price target on Micron Technology, contributing to Micron's stock surge and market valuation.
May 26, 2026 · 9 articles
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