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Bernstein
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3 days ago
Affirm Holdings could rise on several tailwinds, including an expansion of the total addressable market for buy now, pay later services, per Bernstein.
10 days ago
Before the gold rush: a South African story – in pictures ⊕
found
a story from The Guardian ⚠️ › International
Robin Bernstein’s debut book Mapalakata takes us to the edge of the South African frontier to tell a story inspired by folk tales and historical artefacts
Continue reading...19 days ago
This semiconductor stock has more than doubled in a year. Bernstein sees more gains ahead ⊕
The firm reiterated its outperform rating on the stock and hiked its price target.
44 days ago
Katia and Marielle Labèque: 55 album review ⊕
(Deutsche Grammophon)
The pianist sisters’ celebration of their 55 years of recording is a thoughtfully curated compilation that reveals the extent of their omnivorous musical appetites
In 1969, two te…
47 days ago
Bernstein says the future of tech is quantum. These two stocks have the most upside ⊕
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.
68 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.
3 months 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.
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.
4 months 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.
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.