Updated
Updated · CNBC · Aug 4
UBS Turns Bullish on Equities After S&P 500 Holds Flat Despite 13% Momentum Stock Drop
Updated
Updated · CNBC · Aug 4

UBS Turns Bullish on Equities After S&P 500 Holds Flat Despite 13% Momentum Stock Drop

2 articles · Updated · CNBC · Aug 4

Summary

  • UBS said July’s flat S&P 500 was a bullish signal because the broader market absorbed a sharp selloff in high-momentum stocks without breaking lower.
  • The iShares MSCI USA Momentum Factor ETF fell 13% in July—its worst month since April 2022—after a major repricing of the AI trade.
  • Keith Parker called the split between momentum stocks and the broader market an anomaly with no real precedent since the 1990s, arguing it looks like a healthy correction in an AI spending cycle only about two years old.
  • UBS said the resilience points to sector rotation and market broadening beyond AI, with investors still wanting tech exposure but increasingly prioritizing non-AI ideas.
  • Tuesday’s gains in Caterpillar and Palantir after strong earnings reinforced that broadening theme, suggesting equity leadership may be widening rather than fading.

Insights

If the S&P 500 stayed flat while momentum crashed 13%, is this a healthy AI reset or a warning that crowded trades are starting to break?
Why are investors still backing AI while rotating into Caterpillar, value, and other non-AI names—and which side wins next?