This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Swiss banking giant UBS is accelerating its AI investments, with plans to redesign front and back office processes, UBS Group CEO Sergio Ermotti told investors during the firm’s Q4 2025 earnings call on Wednesday.  Ermotti said it’s critical that UBS apply a “one-bank approach to our entire operation” as it rolls out AI-enabled capabilities to improve services ...

Key Points Nvidia sailed past other large stocks to hit $5 trillion in value last week. The 10 largest stocks on the market make up about 30% of the S&P 500. It's important to have a diversified portfolio to mitigate potential risk. 10 stocks we like better than Nvidia › After years of quiet, solid gains, Nvidia (NASDAQ: NVDA) stock has had a breathless ascent over the three years, climbing nearly 1,400%. It flew past Apple and Microsoft to become the most valuable company in the world, reaching ...

Group 1: AI in Marketing - AI is significantly enhancing the marketing industry by improving email campaigns through optimized timing and personalized messaging at scale with minimal manual effort [1] - AI aids in streamlining content creation, allowing marketing teams to quickly draft compelling headlines and other text-based content, thus meeting customer needs efficiently [2] - AI also facilitates the creation of graphic design mockups and videos, which is particularly beneficial for smaller teams lacking design expertise [2] Group 2: Broader Implications of AI Adoption - The benefits of AI are not limited to marketing agencies; businesses of all sizes can leverage AI to enhance their marketing efforts, indicating a broad market potential for AI applications [3] - The increasing adoption of AI across various sectors highlights the importance of maintaining AI exposure in investment portfolios, as businesses continue to ramp up their AI infrastructure and innovation [3] Group 3: Alger AI Enablers & Adopters ETF (ALAI) - The Alger AI Enablers & Adopters ETF (ALAI) provides concentrated exposure to key companies involved in AI adoption, development, and utilization [4] - ALAI employs a bottom-up fundamental approach, focusing on companies poised for sustained growth and innovation, categorized under Positive Dynamic Change [4] - As of September 23, 2025, ALAI's NAV has increased by 41.76% year-to-date, outperforming the S&P 500 by over 27% during the same period [4]

Core Insights - AI stocks have rebounded in May after a decline in April, with companies like Nvidia nearing all-time highs and Palantir setting a new record [1][2] Group 1: AI Market Overview - Investors are shifting focus back to the AI boom, with major tech firms investing tens of billions into new data centers for AI programs [2] - Despite the recovery, some AI stocks remain undervalued, presenting potential buying opportunities [2] Group 2: Amplitude - Amplitude, a software-as-a-service company specializing in product analytics, has seen a slowdown after its pandemic-driven growth [4] - The company has enhanced its platform to include tools for customer insights, such as guides, surveys, and session replay features [5] - On June 10, Amplitude will launch AI agents to provide insights and suggest improvements for customers, potentially increasing its market share against competitors like Google Analytics and Adobe Analytics [6][7] - Amplitude's market cap is currently $1.6 billion, and the stock is down 85% from its all-time high [7] Group 3: Upstart - Upstart, which experienced a surge in 2021, faced challenges due to rising interest rates and recession fears, impacting its credit platform [8] - The company's latest AI model, Model 18, enhances credit risk assessment, resulting in fewer defaults and higher approval rates [9] - Financial results show a 67% revenue increase to $213 million in Q1, with adjusted EBITDA of $42.6 million, a significant improvement from a loss a year ago [10] - Upstart is expanding into the auto and home loan markets, with auto loan origination growing fivefold and home loan originations increasing sixfold year-over-year [11] - The stock is down 44% from its 52-week high and 87% from its all-time peak, but AI-driven improvements suggest it may be a smart investment [12]