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At close · Tue, Jul 14, 2026
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HomeETFs & FundsFund IndustryAI stock leadership is returning, UBS says

AI stock leadership is returning, UBS says

MarketWatch reports that UBS is pointing to renewed leadership among artificial intelligence stocks as its top current theme, arguing the AI bull market narrative may be back.

The outlet says UBS believes upcoming earnings season could act as a test for investor sentiment, suggesting the market may have been overly pessimistic about AI-related performance.

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