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UBS On-Air: Market Moves

UBS On-Air: Market Moves

Signal over Noise: Three takeaways from three days in Silicon Valley

UBS On-Air: Market Moves · Sep 21, 2026 · 5:55

0:005:55

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AI is giving robots new capabilities and attracting larger funding rounds, but rapid progress is also making tomorrow's leaders harder to identify. This episode draws on observations from Silicon Valley to explore the investment opportunities and disruption AI is creating, and the case for physical assets, cybersecurity, and diversification in portfolios.

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