EPISODE · Feb 25, 2026 · 6 MIN
UBS hikes private credit default view
from Wall Street Breakfast · host Seeking Alpha
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: FSLR, WDAY, and moreWarner Bros. Discovery says raised Paramount Skydance bid may be 'superior'Anthropic softens AI safety policy to stay competitiveTrump administration explores requiring banks to collect citizenship data - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: FSLR, WDAY, and moreWarner Bros. Discovery says raised Paramount Skydance bid may be 'superior'Anthropic softens AI safety policy to stay competitiveTrump administration explores requiring banks to collect citizenship data - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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UBS hikes private credit default view
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