AI, Energy Innovation & Longevity: UBS’s Top Themes and Stock Picks for 2025

UBS strategists have identified three structural themes set to underpin equity markets over the next decade:

1. Artificial Intelligence

2. Power & Resource Innovation

3. Longevity

In a recent note, the bank highlighted firms across semiconductors, energy, luxury goods, banking, and telecom that are best positioned to capture these thematic tailwinds. Below, we dive into why these themes matter, profile UBS's key names, and show you how to leverage two Financial Modeling Prep APIs—Company Rating and Earnings Calendar—to stay on top of valuation shifts and upcoming results.

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Why These Three Themes Matter

1. Artificial Intelligence (AI):

   • Compute demand is set to explode as generative AI and machine learning penetrate every sector.

   • Data center build-out and advanced semiconductors will be critical enablers.

2. Power & Resource Innovation:

   • Electrification and grid modernization require massive infrastructure upgrades.

   • Renewables integration and energy storage technologies will reshape utilities.

3. Longevity:

   • Aging populations in developed markets boost demand for pharmaceuticals, diagnostics, and specialized healthcare services.

   • Biotech innovation will drive above-average revenue and margin growth.

These persistent megatrends blend structural resilience with tactical catalysts, offering both long-term compounding and near-term trade opportunities.

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AI Leader: ASML (AS:ASML)

ASML is the unsung hero of AI—its extreme ultraviolet (EUV) lithography tools are indispensable for building sub-7nm chips, powering everything from data centers to autonomous vehicles.

• Market share: Near-monopoly in EUV tools since spinning off from Philips in 1984.

• Targets: UBS believes its mid-term (2025) and long-term (2030) revenue goals are achievable, assuming steady AI-driven capex.

• Risks: Uneven recovery cycles; chip‐industry capital intensity.

Smart Valuation Call-Out: Track ASML's evolving valuation premium versus peers via the Company Rating & Information API, which “provides ratings, target prices, and key metrics.”
Company Rating & Information API

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Energy Innovator: Shell (AS:SHEL)

Shell combines super-major scale with a growing LNG portfolio and a global retail network of 45,000+ service stations.

• Retail insights: Direct consumer data guides pricing and expansion of low-carbon fuels.

• Strategy: Focused on returns, shrinking share count, and per-share growth.

• Risks: Commodity‐price volatility, exploration setbacks, and regulatory changes.

Shell's transition roadmap—from fossil fuels to renewables and hydrogen—positions it at the nexus of resource innovation and long-dated structural demand.

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Luxury Resilience: Hermès (EPA:HRMS)

Hermès epitomizes premium pricing power with its iconic Birkin and Kelly bags:

• Margins: Industry-leading, thanks to craftsmanship and scarcity.

• Resilience: High‐end discretionary spending holds up better in volatility.

• Headwinds: Global growth slowdowns, raw-material inflation, and tariff risks.

This defensive luxury play offers a thematic complement to AI and energy innovators, diversifying exposure to consumer cycles.

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Global Bank Play: Banco Santander (BME:SAN)

Santander's geographic reach—from Europe to Latin America—drives stable fee and net-interest income growth.

• Brazil unit: Now > 25% of earnings, hitting an interest‐margin inflection.

• Growth catalyst: Consumer and corporate lending in emerging markets.

• Risks: Rate‐cycle surprises and EM volatility.

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Telecom Growth: Sunrise Communications (NASDAQ:SNRE)

Swiss telecom Sunrise offers 30% market share in mobile, broadband, and TV:

• Carve-out story: Freed from Liberty Global, now a standalone listed entity.

• Cash focus: High non-cash D&A won't impede operating cash flow.

• Outlook: Modest revenue growth with room for incremental share gains.

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Stay Ahead of Earnings with the Calendar API

To flag upcoming quarterly updates from ASML, Shell, Hermès and others—and capture catalytic revisions—integrate the Earnings Calendar API:

“Automatically display next-quarter earnings and consensus estimates on your dashboard, making it easy to spot guidance beats or misses as soon as reports drop.”
Earnings Calendar API

Real-time earnings tracking ensures you act on forecast revisions rather than outdated spreadsheets.

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Tactical Takeaways & Risk Controls

Theme	Example Stock	Strategy	Risk Control
AI Compute	ASML	Buy on pullback into EUV cycle	Stop-loss at 8% below entry
Energy Transition	Shell	Add during LNG price dips	Hedge with short oil spread
Luxury Defensive	Hermès	Accumulate on broad market dips	Trim into strength > +10%
Global Financials	Santander	Layer in on favorable rate surprises	Capped at 15% position weight
Telecom Exposure	Sunrise	Buy after subscriber-growth beats	Exit if churn spikes

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Next Steps & Call to Action

1. Sign up for your free FMP API key.

2. Embed the Company Rating API to monitor real-time target-price changes.

3. Use the Earnings Calendar API to track all upcoming results across these thematic names.

4. Back-test your thematic baskets using historical API data before sizing positions.

By blending structural megatrends with tactical insights—and two seamless API integrations—you'll be equipped to capture the next decade's market-defining opportunities.