Solid but narrow footing: UBS sees 3.5% global growth driven by AI capex

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[Financial charts] Vertigo3d/E+ via Getty Images The global economy is expanding on a solid but unusually narrow footing, with strength in the AI (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) infrastructure build-out largely neutralizing headwinds from tariffs and energy prices, according to UBS. Trade in AI-related products now runs at twice the size of energy goods, with technology exports driving over half of global trade growth. Countries along the AI supply chain collectively account for more than half of global GDP, and the increase in tech company (XLK [https://seekingalpha.