Core Viewpoint - UBS intends to continue its operations from Switzerland, but the current capital proposals from the Swiss government are deemed unacceptable by the bank's CEO Sergio Ermotti [1] Group 1 - UBS's CEO expressed dissatisfaction with the Swiss government's capital proposals [1] - The bank aims to maintain its operational base in Switzerland despite the ongoing discussions [1]

UBS being a Swiss bank “is the best possible outcome and this is what myself and my Chairman Colm Kelleher are working on — the rest is BS,” said CEO Sergio Ermotti https://t.co/pc86HKb77U ...

Group 1 - Aon plc is recognized as one of the 12 Best European Dividend Stocks to Buy Now [1] - UBS analyst Brian Meredith has reduced the price target for Aon plc to $390 from $400 while maintaining a Neutral stance on the stock [2] - In Q3 2025, Aon reported a total revenue growth of 7% and an organic growth of 7%, driven by the Aon United strategy and the 3×3 Plan [3] Group 2 - Net income attributable to shareholders increased by 34% to $2.11 per diluted share compared to $1.57 a year earlier [4] - For the first nine months of 2025, operating cash flow rose by $249 million to $2.1 billion, marking a 14% improvement year-over-year [4] - Free cash flow for the same period grew by 13% to $1.9 billion, supported by stronger operating cash generation [4] Group 3 - Aon plc is a global professional services company specializing in risk management, insurance, and human capital solutions, headquartered in London [5]

Core Insights - Canadian Pacific Kansas City (CPKC) will participate in the 2025 UBS Global Industrials and Transportation Conference on December 2, 2025, at 9:40 a.m. ET, with President and CEO Keith Creel and Senior Vice President Ian Gray addressing the audience [1][2]. Company Overview - CPKC is the first and only single-line transnational railway connecting Canada, the United States, and Mexico, providing access to major ports from Vancouver to Atlantic Canada, the Gulf Coast, and Lázaro Cárdenas, Mexico [2]. - The railway spans approximately 20,000 route miles and employs around 20,000 railroaders, offering extensive rail service and network reach to key markets across North America [2]. - CPKC is focused on growth alongside its customers, providing a range of freight transportation services, logistics solutions, and supply chain expertise [2].

Group 1 - Payoneer Global Inc. will have its CFO, Bea Ordonez, participate in a fireside chat at the UBS Global Technology and AI Conference on December 3, 2025 [1] - The company provides a financial platform for cross-border business and global payments, empowering millions of businesses, especially SMBs in emerging markets [2][3] - Payoneer aims to facilitate connections to the global economy, enabling businesses to manage funds across multiple currencies and grow their operations [2] Group 2 - The company is set to report its Third Quarter 2025 financial results on November 5, 2025 [4] - Investors and interested parties can access the live webcast and replay of the presentation through the company's investor relations website [2] - Payoneer has seen a 21% increase in press release views, indicating growing interest in its financial updates [3]

Gold has hit a rough patch this month, but leading analysts believe the weakness is only temporary. According to Goldman Sachs, the recent dip is more of a short-term correction than the beginning of a prolonged downturn.Despite the current softness, 2025 has been an exceptional year for gold. The metal surged nearly 75% year-to-date, reaching an all-time high of US$4,336 per ounce on October 30.Since then, prices have slipped about 6%, trading around US$4,062 on Tuesday.What’s Behind the Pullback?One major ...

Core Viewpoint - Nvidia's upcoming earnings report is highly anticipated, with significant implications for the company and the broader tech sector, particularly regarding AI investments and GPU demand [1][3]. Company Performance - Nvidia's stock has increased by 37% year-to-date but has seen a 5% decline in the last five days [1]. - Wall Street analysts expect Nvidia to report approximately $55 billion in revenue and earnings per share (EPS) of $1.25 for the third quarter [4]. Analyst Insights - Bank of America maintains a buy rating, projecting Nvidia's EPS for the coming fiscal year to be $4.56, $7.02, and $9.15 [5]. - UBS predicts Nvidia's revenue will exceed estimates at $56 billion, with EPS reaching $7.75 in 2026 and potentially $9.50 in 2027 [8]. - DA Davidson believes AI demand will remain strong, despite market jitters, and sets a price target of $250 for Nvidia [12]. - CFRA Research anticipates Nvidia will achieve $61 billion in revenue and EPS of $1.42 for the January quarter, maintaining a strong buy rating with a price target of $270 [14]. Market Sentiment - There is a divide between Wall Street analysts, who are generally bullish, and some investors who are questioning the sustainability of Nvidia's premium valuations [2][3]. - Notable hedge funds, including SoftBank and Thiel Macro, have recently sold their Nvidia stakes, while some investors are betting against the stock [3]. Future Projections - Analysts are optimistic about Nvidia's product pipeline, including the Blackwell and Vera Rubin chips, which are expected to drive growth in 2026 [6][16]. - Jensen Huang, CEO of Nvidia, has indicated a strong demand outlook, with $500 billion in orders booked for 2025 and 2026, suggesting potential revenue growth beyond current forecasts [16][17].

The co-heads of UBS O’Connor’s capital solutions strategy will no longer run its funds as Cantor finalizes a planned acquisition of the hedge fund unit https://t.co/oFF6euTTE5 ...

AVOID PRIVATE CREDIT CALLING IT THE NEXT SUBPRIME. AND TRADING FOR UNCLE SAM. NICOLE HELD PRIVATE TALKS WITH TREASURY SECRETARY SCOTT BESSENT ABOUT MOVING THE BANK'S HEADQUARTERS TO AMERICA ACCORDING TO THE FINANCIAL TIMES.THE TRUMPET ADMINISTRATION IS SAID TO BE RECEPTIVE AS SWITZERLAND PUSHES AHEAD WITH TOPPER CAPITAL RULES THAT COULD COST UBS $26 BILLION. IT WOULDN'T REALLY COST THEM THAT BUT WE WILL EXPLAIN. A RELOCATION COULD LET THE WORLD'S BIGGEST WEALTH MANAGER TO APPALOOSA REGULATIONS AND DEEPEN IT ...

Digital payments firm Ant International has launched a blockchain-centered partnership with banking giant UBS.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The collaboration, announced Monday (Nov. 17), will see ...