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The Latest Breaking News from Bernstein

Stock Of The Day: Amer Sports, Maker Of Wilson Rackets And Basketballs, Tests Buy Point Amid Tariff News

About 20% of Amer Sports' sourcing in 2024 came from China and Vietnam. The activewear and sports product maker has many brands.

Investors Business Daily

Trump Could Repeal AI Chip Export Restrictions. How Should You Play Nvidia Stock Here?

Nvidia stock inches up on reports the Trump administration will soon rescind Biden-era chip export restrictions. But does that mean an all-clear for NVDA shares?

Barchart

Boeing Stock Climbs On Upgrade, China Jet Offer; Airbus To Buy Spirit AeroSystems Plants

Boeing stock upgraded on growth path. Customer offers to buy halted China jets. Airbus, Spirit AeroSystems agree to facilities deal.

Investors Business Daily

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Analysts: This Once Red-Hot EV Stock Could Plunge 50% From Here

Bernstein analyst has warned that Rivian could soon be facing the heat from tariffs.

Barchart

Bernstein Is Still Bullish on This 1 Magnificent 7 Stock: ‘This Stock at These Levels Is Probably Worth a Look’

Analysts have identified an opportunity in NVDA shares here.

Barchart

Is The Worst Over for Ford Stock as Trump Goes Soft on Tariffs?

Ford stock has come off its recent lows as President Donald Trump has walked back reecnt tariff announcements.

Barchart

Amazon Stock Breaks Nine-Week Skid As Wall Street Debates Tariff Hit

Amazon stock broke a streak of nine straight losing weeks, helped by Wednesday's rally.

Investors Business Daily

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‘There’s Nowhere to Hide’ from Tariffs, So Analysts Think You Should Sell This 1 Left-for-Dead Stock Here

Ford stock extends losses as Bernstein analyst downgrades the automaker to “Sell.” The firm sees nowhere to hide from tariffs hitting the auto sector.

Barchart

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Tom’s Hardware

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

Auto Stocks Are Falling as Trump Slams On 25% Tariffs. Analyst Thinks This 1 Stock Is Still a Screaming Buy.

Ferrari may be caught in Trump’s tariff crossfire, but Bernstein analysts believe the luxury giant is built to weather the storm.

Barchart

Car Prices Will Go Up by Thousands Thanks to Tariffs, Say Analysts

Trump's 25 percent tariff on imported vehicles will become a reality on April 3. And on the surface, at least, the numbers don't look promising for automakers or consumers.

Motor1

NVIDIA Stock Remains Stunningly Undervalued—Here’s Why

NVIDIA is on track to hit new highs this year, but they may not come until the second half, after policy-related fears have died down.

MarketBeat

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Barchart

Analyst Says Nvidia's Valuation Is Getting ‘Increasingly Attractive.’ Is Now a Good Time to Buy?

As Nvidia strengthens its grip on the AI revolution, is its attractive valuation a sign for investors to act now?

Investors Business Daily

Trump Tariffs Update: Auto Reprieve, Copper Tariffs Boosts GM, FCX

Trump tariffs won't initially hit autos in compliance with the USMCA

Investors Business Daily

You Can Buy Rivian's Van, But Don't Come A Knockin' On RIVN, Analyst Warns

Rivian has made its commercial van available for the general public with a $79,900 price tag.

Kiplinger

ASML Stock Remains a Strong Buy After Earnings

ASML stock rallied after the semiconductor supplier beat fourth-quarter expectations. Here's what you need to know.

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Kiplinger

T-Mobile Earnings Send Stock to the Top of the S&P 500

T-Mobile stock is notably higher Wednesday after the wireless provider's earnings beat and strong full-year outlook. Here's what you need to know.

Investors Business Daily

Northrop Grumman Mixed, RTX Tops Estimates In Busy Defense Week

Lockheed Martin, RTX lead defense earnings on Tuesday. General Dynamics, Northrop Grumman, L3Harris reported results this week.

Barchart

DeepSeek ‘Doomsday’ for Nvidia Stock? 3 Reasons This Analyst Says ‘No.’

Bernstein analyst Stacy Rasgon isn’t letting DeepSeek shake his confidence in semiconductor stocks.

Investors Business Daily

Amazon, Walmart Rivalry Enters New Era As Tech Giant Chases Revenue Crown

Analysts project Amazon and Walmart will be in a close race for the title of world's largest company by revenue.

Barchart

Bernstein Analysts Think the TRUMP Meme Coin Just Started a New ‘Crypto Era.’ 1 ETF to Buy Now.

Bernstein analysts believe the sudden success of Trump’s meme coin has sparked a "new chaotic era” in the cryptocurrency market.

Kiplinger

Is GE Aerospace Stock Still a Buy After Earnings?

GE Aerospace stock is higher Thursday after the industrial firm topped analysts' fourth-quarter expectations and issued a strong full-year outlook. Here's what you need to know.

Kiplinger

Why J.B. Hunt Stock Is Sinking After Earnings

J.B. Hunt stock is notably lower Friday after the logistics company fell short of fourth-quarter earnings expectations. Here's what you need to know.

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