Business & Finance
UBS' Fowler Sees Appetite for Buying Back Into AI Trade
Key Points
Nov 2nd, 2026 UBS' Fowler Sees Appetite for Buying Back Into AI Trade Gerry Fowler, chief European equity strategist and head of derivates at UBS, says the AI trade is "still quite robust" and that memory makers are "pricing an incredibly short AI cycle that we think is longer." He speaks on Bloomberg Television.
Nov 2nd, 2026
UBS' Fowler Sees Appetite for Buying Back Into AI Trade
Gerry Fowler, chief European equity strategist and head of derivates at UBS, says the AI trade is "still quite robust" and that memory makers are "pricing an incredibly short AI cycle that we think is longer." He speaks on Bloomberg Television.