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The Latest Breaking News from Bernstein

Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660

Bernstein maintains an Outperform rating on Microsoft and raises its target to $660, citing disciplined AI infrastructure spending, flexible datacenters, staggered commitments and strong fundamentals that support long-term growth.

The Economic Times

Paytm shares recover 410% from 2024 low, but will long-awaiting IPO investors finally see redemption?

Paytm shares recover 410% from 2024 low, but will long-awaiting IPO investors finally see redemption?

Paytm shares have soared over 410 percent from their lowest levels, igniting hopes among investors that the stock will soon hit its initial public offering price. Bernstein's increased target price offers a promising outlook, suggesting a strong uptrend following a period of consolidation. The future of this recovery will hinge…

The Economic Times

Paytm shares jump 5% after Bernstein assigns target price above IPO price for first time

Paytm shares jump 5% after Bernstein assigns target price above IPO price for first time

Paytm Share Price: Paytm shares rallied after Bernstein raised its target price to Rs 2,200, implying 52% upside, while retaining an Outperform rating. The target is the highest on the Street and the first above Paytm’s Rs 2,150 IPO price, with Bernstein factoring in UPI MDR from FY28.

The Economic Times

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Broadcom Will Survive the AI Bubble, But Everyone Else Won't. Here's Why.

Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.

Trent shares slide 3% after Q1. What Morgan Stanley, four other brokerages recommend

Trent shares fell 3% after the Tata Group retailer reported a 21% year-on-year rise in Q1 consolidated net profit to Rs 519 crore. Revenue from operations grew 18% to Rs 5,755 crore. On a sequential basis, net profit increased 25% and revenue rose 14%, although the stock came under pressure…

The Economic Times

Swiggy’s Rs 60,000 crore breakeven challenge: Can Instamart grow without restarting the cash war?

Swiggy's Instamart is targeting an impressive ₹60,000 crore in annualised net order value to achieve profitability. To reach this goal, the platform must double its current orders and enhance contribution margins significantly. This means Instamart should aim to garner an additional ₹30 per order through various optimizations. However, the competitive…

The Economic Times

UPI MDR explained: What potential charges above Rs 2,000 payments on Paytm, GPay & other apps mean for you and merchants

Government proposes changes to the Payment and Settlement Systems Act. This could allow a Merchant Discount Rate on select UPI transactions. Payments above Rs 2,000 to large merchants are a possible focus. This aims to support the payment ecosystem's continued investment and growth. Everyday UPI payments and person-to-person transactions will…

The Economic Times

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You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

Adani Green shares tumble 5% after Q1 results. Here’s why Bernstein has an Underperform rating

Adani Green shares tumble 5% after Q1 results. Here’s why Bernstein has an Underperform rating

Adani Green Energy shares fell on Thursday despite reporting a strong Q1 FY27 performance, with consolidated net profit rising 19% year-on-year to Rs 845 crore and revenue increasing 16% to Rs 4,663 crore. Revenue from power supply jumped 29%, supported by robust operational performance and a 27% increase in operational…

The Economic Times

ICICI Bank shares rise 3% after Q1 results. Why Bernstein and 4 other brokerages see up to 32% upside

ICICI Bank shares rise 3% after Q1 results. Why Bernstein and 4 other brokerages see up to 32% upside

ICICI Bank shares rose 3% after the lender reported strong Q1FY27 results, with net profit growing 15.9% and net interest income rising 12.7%, driven by healthy loan growth and improving asset quality. Following the earnings, Bernstein upgraded the stock to 'Outperform' with a target price of Rs 1,800, citing superior…

The Economic Times

Quick commerce firms deepen battle for orders in the same pin codes: Report

Quick commerce firms deepen battle for orders in the same pin codes: Report

Quick-commerce operators are densely expanding dark stores within existing neighborhoods. Blinkit, Flipkart Minutes, and Amazon Now significantly increased their store counts recently. This intense competition focuses on metro cities where demand is highest. Companies aim to capture customer habits and defend broader e-commerce businesses. Denser networks are crucial for meeting…

The Economic Times

Taiwan Semi Is an Attractive Stock But Poses Some Risk

Taiwan Semi Is an Attractive Stock But Poses Some Risk

China could take steps that would cripple Taiwan Semi.

TSMC Could Swing $150 Billion as Options Market Prices Big Moves for This Week’s Earnings

TSMC Could Swing $150 Billion as Options Market Prices Big Moves for This Week’s Earnings

Earnings season kicks into high gear next week, with a slate of heavyweight companies set to report quarterly results between July 12 and July 18. As investors look for fresh insight into corporate earnings, guidance and the broader economic backdrop, options traders are already betting on how sharply these stocks…

Data center pipeline faces construction delays, cancellations to mount through 2027: Bernstein

Data center pipeline faces construction delays, cancellations to mount through 2027: Bernstein

Global data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting new builds. Developers are reassessing projects amid rising costs and long lead times. Demand for AI workloads continues to grow, creating tight capacity. Long-term outlook remains constructive as new power sources…

The Economic Times

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Handheld gaming PCs are cooked

Fancy a spot of pessimism, perchance?

How to Play DAL Stock After Delta's Strong Q2 Earnings Results

Delta Air Lines stock sinks despite market-beating Q2 earnings. Bernstein analyst and options traders recommend buying the dip in DAL shares.

Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise over the next year

Here's hoping the expected price drop isn't just wishful thinking.

The Economic Times

Rs 18,000 crore crash in Trent shares explained, and should you buy the dip

Trent shares fell sharply on Tuesday, erasing nearly Rs 18,000 crore in market value, after its Q1 revenue growth of 19% missed Street estimates. While weak store productivity and slowing expansion raised concerns, most brokerages remain bullish, calling the slowdown seasonal, though Citi warns of structural challenges and intensifying competition.

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This Analyst Just Downgraded Datadog Stock. Here's Why.

Datadog stock sinks as Bernstein downgrades it to Market Perform. Here’s why analyst Peter Wood turned dovish on DDOG shares.

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

The Economic Times

HDFC Bank overhang eases, Kotak CEO exit creates fresh uncertainty: What Pranav Gundlapalle is watching now

India's private banking sector faces pivotal moments with two major players at different junctures. HDFC Bank awaits RBI's nod for its CEO, a crucial step for governance confidence and potential stock upside. Meanwhile, Kotak Mahindra Bank navigates uncertainty after its CEO's resignation, with a new leader set to redefine its…

The Independent UK

Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead

In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market

The Economic Times

India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeek

Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own sovereign AI stack and a homegrown equivalent of DeepSeek. The brokerage said relying on overseas LLMs and data-centre services could leave India vulnerable to geopolitical and…

Ahead of Micron Earnings, Here's What Barchart Data Says Comes Next for MU Stock

Micron is set to report record-breaking numbers for its fiscal Q3 on June 24. But options pricing heading into its quarterly release isn’t particularly bullish.

Why Bernstein Just Raised Its Price Target on Arm Stock by Nearly 70%

Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.

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