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Bernstein
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5 days ago
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.
23 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.
33 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.
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.
36 days 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…
46 days ago
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.
57 days ago
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.
70 days ago
Wells Fargo and Bernstein upgrade FedEx ahead of investor day next week ⊕
Wells Fargo and Bernstein respectively see upside of 13% and 27% ahead for FedEx.
86 days ago
Chinese EV giant BYD is a buy — and not just for its cars, Bernstein says ○
After beating Tesla in the number of electric vehicles sold, BYD has another big business that investors have yet to fully appreciate, according to Bernstein.
90 days ago
This semiconductor equipment stock has doubled in the past year. Why Bernstein sees more upside ○
Bernstein's $1,700 price target implies upside of 18% for KLA Corporation.