Siemens Energy AG

A year after UBS <a href="https://research.ibb.ubs.com/openaccess/compliance/171210711227_1_new.html">recommended selling</a> shares of energy equipment maker Siemens Energy, the bank has changed its stance and given one of Europe's most successful large companies a positive assessment, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-23/ubs-reverses-bearish-siemens-energy-call-after-165-rally">writes</a>. The upgrade follows a 165% rise in quotes since the UBS team led by Supriya Subramanian downgraded the company in January 2025, recommending to "sell" its securities. At the time, UBS warned that Siemens Energy's stock valuation was "overvalued." Now UBS expects the company's shares to grow by another 27%.

UBS changed its bearish outlook on Siemens Energy to bullish after the stock rose 165%

Speculative trading and gambling on debt raise the risks of a repeat of the November sell-off, the investment giant has warned

The topic of AI will dominate in 2026, says BlackRock. Which stocks is it betting on?

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

NVIDIA Corporation

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Deutsche Bank Aktiengesellschaft

argenx SE

Nokia, Stellantis and Pernod Ricard will leave the Eurozone Top 50 Index