UBS highlights AUTO1 as its leading Internet pick, citing overstated AI risks and potential upside to 2026 guidance.
UBS favors RELX Group as defensive Media pick, emphasizing durable data assets, pricing power, and an expanded buyback.
The bank describes a barbell strategy pairing higher‑growth digital platform with resilient incumbent amid volatile macro backdrop and geopolitical uncertainty.
UBS notes AI‑related disruption concerns are fading, while market volatility is rising, shaping its sector outlook.