TECH SECTOR DOWNGRADE AND AI SPENDING PLATEAU

TECH SECTOR DOWNGRADE AND AI SPENDING PLATEAU

Singapore Market Context and Strategic ImplicationsFebruary 2026Executive SummaryUBS’s recent downgrade of the U.S. technology sector to neutral signals a critical inflection point in the AI investment cycle, with significant implications for Singapore’s...
AI-DRIVEN MARKET VOLATILITY

AI-DRIVEN MARKET VOLATILITY

Investor Responses, Market Impact, and Strategic SolutionsFebruary 2026 EXECUTIVE SUMMARYThe global financial markets are experiencing a fundamental shift in volatility patterns driven by artificial intelligence adoption and disruption fears. This case study examines...