House View Daily | Equities fall on tech pressures
From UBS On-Air: In the Now by Client Strategy Office
June 8, 2026
About this episode
US equities and bonds fell due to concerns over Fed rate hikes and disappointing tech earnings, but a market rally is expected to resume.
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.
Topics covered
- US equities
- Fed rate hikes
- technology pressures
- market pullback
- semiconductor stocks
- AI revenue
Keywords
- US equities
- Fed rate hikes
- Meta
- Broadcom
- AI revenue
- semiconductor stocks
- market pullback
- rally
Mentioned in this episode
Organizations: Meta, Broadcom, Fed
Places: US
More episodes of UBS On-Air: In the Now
- House View Daily | Volatility in AI and tech do not derail the investment thesis · June 12, 2026
- House View Daily | Markets should overcome near-term headwinds · June 11, 2026
- House View Daily | Renewed tech selling leads markets lower · June 10, 2026
- House View Daily | Health care offers more than a defensive role in portfolios · June 9, 2026
- Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown · January 23, 2026 · 11 min
- Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading · December 12, 2025 · 10 min
Explore listener stats, chart rankings, contacts and more on the UBS On-Air: In the Now podcast page.