Tech stocks to buy after the big semiconductor pullback, according to UBS

UBS listed companies with share prices that have fallen sharply even as underlying fundamentals remain resilient.

Your healthcare could now cost $185,500 in retirement — and that doesn’t include long-term care July 21, 2026
Rising prices for care and managing chronic conditions helped drive up the forecast.
Jessica Hall
U.S. hits Canada with stiff new tariffs, escalating trade tensions July 21, 2026
The Trump administration on Monday said it would slap 50% tariffs on some goods imported from Canada, in an effort to end what it sees as discriminatory trade practices by Ottawa against the U.S. automobile, dairy and alcohol industries.
Greg Robb
I racked up $35,000 in credit-card debt. Should I file for bankruptcy? July 20, 2026
“I’m also considering working with a credit-counseling agency or enrolling in a hardship program.”
Quentin Fottrell
Why are gasoline prices rising faster than oil prices? Blame it on the ‘crack.’ July 20, 2026
The spread between the cost of barrels of gasoline and crude oil — known as the “crack spread” — has widened sharply.
Julian Torres
I will claim Social Security early. Why do so few people talk about the elephant in the room? July 20, 2026
“The strongest argument for claiming benefits earlier goes beyond the traditional break-even analyses.”
Quentin Fottrell
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks July 20, 2026
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.
Britney Nguyen
We have $8 million in traditional IRAs. Should we tap them to buy a house — and take the tax hit? July 20, 2026
“We would rather pay taxes upfront than pay mortgage interest.”
Quentin Fottrell
Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues July 20, 2026
Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday.
Jaimy Lee
Global oil prices settle at one-month high despite new Iran ceasefire proposal, as blockade on Saudi Arabia by Yemen’s Houthis keeps market on edge July 20, 2026
Oil prices settled at one-month highs in volatile trading on Monday as traders weighed escalating geopolitical tensions following a fresh barrage of strikes across the Middle East over the weekend against reports of a new ceasefire proposal between the U.S. and Iran.
Isabel Wang
Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish July 20, 2026
A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector.
Hannah Pedone