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Bernstein
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31 hours ago
While it is too early to identify the ultimate winners in quantum computing, two stocks already offer more attractive risk-reward ratios, Wall Street banks said.
22 days ago
This chip stock could be a big winner with rise of agentic AI, Bernstein says ⊕
The investment firm initiated coverage of the chip name with an outperform rating.
56 days ago
Prediction markets will grow to $1 trillion by 2030, Bernstein estimates ○
The investment bank said volumes will reach an estimated $240 billion in 2026 and grow at a 80% compound annual rate between 2025 and 2030.
61 days ago
As millions lose weight on GLP-1s, they're starting to turn to retailers to refresh their wardrobes ○
Apparel retailers could see an up to $13 billion annual boost in spending because of GLP-1 drugs, according to an estimate by equity research firm Bernstein.
79 days ago
The AI race between China and the U.S. heats up. These stocks could be winners, Bernstein says ⊕⊕
Whether China or the U.S. wins the race for artificial intelligence ultimately relies on the ability to power the new technology, according to Bernstein.
89 days ago
Iran war means the U.S. will need to restock ammo. Two defense stocks stand to benefit ⊕
Bernstein called out two defense stocks that could benefit from the U.S. campaign against Iran.
90 days ago
This AI server stock is set for a 50% rally, according to Bernstein ○
Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.
3 months ago
‘Peas are criminally overlooked!’ Seven fabulous forgotten superfoods ⊕⊕
found
a story from The Guardian ⚠️ › International
Yes, we all know blueberries and kale are good for us. But what about some of the other less well-marketed food heroes that have fallen out of favour?
Think of a superfood. What comes to mind? Avocado…
Wall Street loves this 'AI-proof retail compounder' ⊖
Bernstein and Bank of America both say this retailer is set to outperform as others are struck by AI disruption fears and renewed tariff uncertainty.
The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm ○
Analysts at Bernstein have highlighted eight stocks they consider as AI disruption-proof.