UBS sees platinum upside despite near-term headwinds, remains cautious on palladium

UBS forecasts an increase in credit stress in 2026 as borrowers face challenges from inflation, rising interest rates, and a weakening consumer base. The private credit sector is expected to experience significant defaults, indicating a troubling trend for investors and financial markets.

GitLab's CEO and interim CFO are scheduled to present at the UBS tech conference. This event is part of GitLab's ongoing efforts to engage with investors and showcase its business strategy in the technology sector.

UBS has reaffirmed its Neutral rating on Progressive stock following the company's earnings report that exceeded expectations. This decision reflects UBS's assessment of Progressive's performance in the current market environment. The Neutral rating indicates a balanced outlook for investors considering the stock.

UBS has maintained a Neutral rating on Exact Sciences stock amid reports of Abbott nearing a deal to acquire the company. This decision reflects UBS's cautious stance in light of ongoing acquisition discussions, which have generated mixed market sentiments. Investors are closely monitoring the situation as it unfolds.

Boston Properties' stock has remained stable as UBS has maintained a Neutral rating on the company. This rating reflects UBS's assessment of the current market conditions and Boston Properties' performance within the real estate sector. Investors are closely monitoring these ratings as they can influence market perceptions and investment decisions.

UBS has lowered its stock price target for Lowe's to $316, reflecting a mixed outlook for the home improvement retailer. This adjustment comes amid ongoing challenges in the housing market and fluctuating consumer demand. UBS's decision indicates a cautious stance on Lowe's future performance.

Williams-Sonoma's stock has declined following UBS's decision to lower its price target due to concerns over tariffs affecting the company's operations. This negative sentiment reflects broader market anxieties regarding the impact of tariffs on retail performance.

UBS has maintained its 'Buy' rating for Nvidia's stock, citing strong guidance and increasing demand for artificial intelligence (AI) technologies. This decision reflects confidence in Nvidia's ongoing performance and growth potential in the AI sector, which has become a critical driver for the company's success.