Revenue beat while EPS missed expectations, weighed down by legacy Credit Suisse items, but the Swiss capital proposal, worth roughly $16 billion in additional CET1, is still the bigger swing factor for the stock.
Latest Activity
Mad Money w/ Jim Cramer 10/15/26
- Diversification pitch: Korean memory selling in SK Hynix and Samsung is bleeding into US data center names
- Schwab called a buy near $94, under 15x this year's earnings, after AI displacement fears knocked it from $114
- Chevron preferred over Exxon on a swap; Home Depot held as the most rate-levered name he knows
- Trim half of Oracle after the run; Microsoft left alone into earnings on Azure strength
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
Mad Money w/ Jim Cramer 10/12/26
- Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
- Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
- Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
- His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
UBS Coverage
Traders Give Warsh A 42% Chance Of Doing Something This Month That Has Only Happened Once In The Past 36 Years
Fed Chair Kevin Warsh faces a decision in late October that the central bank has avoided almost without exception for over three decades, and hot inflation data just doubled the odds it…
Accenture Lost 15% Over a Year: One Analyst Says It Will Rise 30% on AI and Digital Transformation
Accenture shed nearly 60% from its peak on fears that AI would gut its consulting revenue, then surged in a single session after earnings. One analyst still sees 30% upside from here,…
Cipher Digital Jumps 4% as Barber Lake Lease Extension Lifts Contracted Revenue Past $9B; TeraWulf and Applied Digital Gain 2%
The AI infrastructure trade is moving higher as investors focus on long-term power access and contracted revenue, with Cipher Digital leading a group that includes TeraWulf and Applied Digital. The latest move…
Everyone Seems to Have Missed the 13 Most Important Words in Kevin Warsh’s Press Conference About Hiking Rates
The Federal Reserve raised its benchmark rate on Wednesday, and the morning-after story wrote itself. Reuters led with stocks pulling back after the Fed raised rates and pointed to another hike this…
Banks Just Hijacked Crypto’s Original Promise: The Revolution Against Wall Street Is Now Owned by Wall Street
The institutions that crypto was built to destroy are now racing to control its most important financial primitive. What happens to the rebellion when the banks become the infrastructure?
Monthly Gold Income of $4.43 Appeals to Retirees; Volatility Decline Threatens The Flow
The UBS AG ETRACS Gold Shares Covered Call ETN (NASDAQ:GLDI) has quietly become one of the higher-yielding ways to own gold exposure, throwing off monthly distributions that ran from $3.47 in January…
Not An ETF, Not A Bond, And Definitely Not Boring. Meet USOI
If you’ve ever stared at a ticker yielding north of 30% and wondered what the catch was, Credit Suisse X-Links Crude Oil Shares Covered Call ETN (NASDAQ:USOI) is the catch made visible.…
LPL Financial Gets a UBS Buy Rating: Wall Street Sees $380 for This Wealth Management Play
LPL Financial (NASDAQ:LPLA | LPLA Price Prediction) just got a stamp of approval from a Wall Street firm. UBS initiated coverage on LPL Financial stock with a Buy rating and a price…
Apple Holds Steady: UBS Keeps Neutral Rating as App Store Growth Slows to 7% in March Quarter
Apple (NASDAQ:AAPL | AAPL Price Prediction) is drawing fresh scrutiny from Wall Street as UBS (NYSE:UBS) maintains its Neutral rating and $280 price target on Apple shares. The firm’s latest note flags…
Morgan Stanley Upgraded to Buy by UBS With 18% Upside as Bank Stocks Sell Off
Morgan Stanley (NYSE:MS | MS Price Prediction) stock got a vote of confidence this morning from UBS (NYSE:UBS), which upgraded shares from Neutral to Buy with a price target of $196. With…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Allstate, Chubb Ltd., Eli Lilly, KLA Corp., Lockheed Martin, MongoDB, Roku, and More
Pre-Market Stock Futures: The futures are trading lower after what started as a bounce-back Monday turned into a reversal Monday, as the AI/Datacenter rotation trade continues to gather steam during the last…
Tuesday’s Top Analyst Upgrades and Downgrades: Conagra, Dell, Dow, EA, HPE, New York Community Bancorp, UBS, US Bancorp and More
Tuesday's top analyst upgrades and downgrades included Conagra Brands, Dell Technologies, Dow, Electronic Arts, Enphase Energy, Hewlett Packard Enterprise, LyondellBasell Industries, New York Community Bancorp, Prologis, Sea, UBS, U.S. Bancorp and WestRock.
Before the Bell: UBS Stiffs Its CoCos and a Wager on Bitcoin Reaching $1 Million by Summer
The past weekend was a lot like the weekend before that. Only the names and locations changed. Premarket action in New York was relatively calm Monday, but what will happen when the…
More Earnings and Fed Moves: Analyst Upgrades or Downgrades include Nike, Paramount, Roku, Under Armour and More
Tuesday's additional top analyst upgrades and downgrades included American Eagle, Nike, Paramount, Roku, UBS, Under Armour, Zendesk and more.
Tuesday Afternoon’s Top Analyst Upgrades and Downgrades: CME Group, Gap, UBS, Unilever and More
Tuesday afternoon's top analyst upgrades and downgrades included CME Group, Gap, UBS, Unilever and more.