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The Latest Breaking News from Bernstein

The Trump Admin Could Soon Invest in Intel. How Should You Play INTC Stock Here?

Intel stock rallied today on reports the US government may soon take a sizable stake in the chipmaker. Bernstein says federal backing isn’t an all-clear for INTC shares.

Circle Boosts Revenue 53%. How Should You Play CRCL Stock Here?

Circle Boosts Revenue 53%. How Should You Play CRCL Stock Here?

Circle shares soar as the fintech firm reports a sharp year-over-year increase in its Q2 revenue. A Bernstein analyst sees CRCL stock hitting $230 over the next 12 months.

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

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Ethereum Is Like A 'Decentralized App Store': Bernstein

Bernstein on Monday outlined a structured view on Ethereum's (CRYPTO: ETH) position in the blockchain ecosystem, framing it as a core network with expanding use cases that support its long-term investment appeal.

Walt Disney To Rally More Than 25%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Gold and gated communities: How rich India’s hoarding fuels inequality

Jo bhi hai wo theek hai, zikra kyon karenHum hi sab jahaan ki, fikra kyon karen.– Sahir Ludhianvi, Phir Subah Hogi, 1958. Truth, when repeated often enough, starts sounding very banal. It just doesn’t register. Take this sentence: India is an economically unequal country. The evidence is all around us, and…

Oracle AI Push Could Make It 4th-Largest Hyperscaler — Stock May Jump 22%, Analyst Says

Oracle Corporation (NYSE:ORCL) is poised to become the fourth-largest global hyperscaler, according to a recent analysis by Bernstein.

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Rising Competition In China Threatens Nvidia's Comeback

Nvidia (NASDAQ:NVDA) is set to resume sales of its H20 chips in China following a policy shift by the Trump administration. Still, analysts warn that the company may not regain its previous market dominance due to growing domestic competition and regulatory hurdles.

How Coinbase, Robinhood, Circle Could Benefit From The SEC's New 'Project Crypto'

How Coinbase, Robinhood, Circle Could Benefit From The SEC's New 'Project Crypto'

Amid a sharp Friday sell-off in markets, the SEC unveiled what Bernstein analysts call "the boldest and most transformative crypto vision ever laid out by a sitting SEC chair."

Robinhood Crypto Trading Volumes Surge In July, But: 'Still Early In The Bull Cycle,' Bernstein Says

Robinhood Crypto Trading Volumes Surge In July, But: 'Still Early In The Bull Cycle,' Bernstein Says

Investment firm Bernstein said in a new report that the current digital asset rally remains in its early innings, reaffirming its bullish stance on the broader crypto market despite a drop in second-quarter trading volumes.

Ethereum-Native Treasuries Tipped To Rival Wall Street, But Face Major Risks: Bernstein

Ethereum-Native Treasuries Tipped To Rival Wall Street, But Face Major Risks: Bernstein

A new report by Bernstein analysts identifies Ethereum (CRYPTO: ETH)-native treasury companies—protocols that help DAOs manage, deploy, and grow onchain capital—as one of the most promising and underexplored areas in DeFi.

Should You Buy the Post-Earnings Plunge in Intel Stock?

Should You Buy the Post-Earnings Plunge in Intel Stock?

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Alphabet To Rally Around 10%? Here Are 10 Top Analyst Forecasts For Wednesday

Alphabet To Rally Around 10%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

UNH Stock is Down 44% in 2025, But This Analyst Still Thinks UnitedHealth is a Top Q2 Earnings Pick

UNH Stock is Down 44% in 2025, But This Analyst Still Thinks UnitedHealth is a Top Q2 Earnings Pick

UNH stock is battered, but one top analyst says a recovery could double earnings by 2029.

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Amazon To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Ethereum Is At The Forefront Of The Financial Services Revolution, Bernstein Says

The current momentum in blockchain markets represents a fundamental shift in financial infrastructure rather than another speculative crypto wave, according to Bernstein's latest memo.

Coinbase Stock Just Hit a New 52-Week High. How Much Higher Can Crypto Week Take COIN?

Bitcoin’s rally just pushed Coinbase to a new peak. Could Crypto Week accelerate this breakout even further?

CrowdStrike Bulls Beware: This Trade May Be Getting Crowded

CrowdStrike remains a cybersecurity leader, but mixed analyst ratings and technical signals point to a likely correction after a strong 12-month run

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Netflix To Rally More Than 11%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Bitcoin, ETH, XRP, Solana Are In For A 'Long And Exhausting Bull Market,' Bernstein Predicts

Research firm Bernstein expects the ongoing rally in cryptocurrencies like Bitcoin (CRYPTO: BTC), Ethereum (CRYPTO: ETH), and XRP (CRYPTO: XRP) to evolve into a "long and exhausting bull market."

As NVDA Stock Sets New Record, Nvidia Eyes Expansion in Israel

Nvidia stock closed Wednesday in the green following reports the AI firm is considering expanding in Israel. Bernstein says NVDA shares hitting $4 trillion is not the end of the company’s growth story.

The Curious Case Of Circle Stock: Wall Street Can't Agree On The Future Of Finance

Circle Internet Group, Inc. (NYSE:CRCL) has become one of the most polarizing stocks on Wall Street since its blockbuster IPO. Analyst coverage reveals a striking divergence in opinions on the stock, reflecting the complex and uncertain outlook for the company.

Can Starbucks Stock Hit $108 in 2025?

Starbucks’ transformation is in motion, yet results are mixed. Can strong analyst conviction lead the stock closer to $108?

Starboard Is Betting Big on Tripadvisor Stock. Should You?

Tripadvisor stock soars as Starboard Value reveals a 9% stake in the global travel platform. Bernstein sees further upside in TRIP shares.

Circle Stock Is A 'Must Hold,' Says Bernstein: Here's Why

Bernstein has initiated coverage on Circle Internet Group (NYSE:CRCL) with an Outperform rating and a price target of $230, highlighting the company’s growing leadership in the stablecoin sector.

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