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The Latest Breaking News from Bernstein

Should You Buy or Sell Nvidia Stock Amid China’s H200 Whiplash?

China reportedly allowed its tech companies to buy Nvidia’s H200 chips. Then, its customs agents said the chips weren’t permitted.

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Ignore the Apple Noise and Consider Buying Qualcomm Stock for 2026

Apple's modem worries weigh on Qualcomm, but AI and cheap valuation suggest the market may be missing the bigger 2026 picture.

Barchart

Bernstein Loves This 1 Lesser-Known Chip Stock for 2026

Bernstein named Applied Materials as one of its top five chip stock picks.

Barchart

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Why Wall Street Expects This Growth Stock to Soar 84% in 2026

Uber proves scale and profitability can grow together.

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Micron Stock Just Moved Into Overbought Territory After Massive 2025 Run. Is It Too Late to Buy MU Shares?

Micron shares rally as Bernstein’s senior analyst issues a positive note. Here’s why Stacy Rasgon believes MU shares will push higher in 2026.

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Wall Street Did the Math, and January 2026 Could Be a Prime Time to Buy Nvidia Stock

Bernstein analyst Stacy Rasgon explained that based on its capex intentions and historical valuations, Nvidia is cheap now and could be a good buy with a target up to $275.

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Zillow Stock Plunged on Google Listing News, But 1 Analyst Still Thinks It Can Gain 50% from Here

The decline of Z stock on Google’s recent move may be overdone.

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US activist investor urges Whitbread review after budget tax changes

Corvex says Premier Inn owner should rethink strategy as company braces for business rate changes next year

The Guardian - UK

Should You Buy Spotify Stock Ahead of Its Big Music Video Push?

Spotify is shifting from an audio powerhouse to a full-fledged multimedia contender. Is now the time to invest in the stock?

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Bitcoin's New 2026 Target Is $150,000, Bernstein Says

Bernstein on Monday said that Bitcoin’s (CRYPTO: BTC) institutional base is solid enough to support a higher long-term trajectory, setting a new 2026 target at $150,000.

Benzinga

Mastercard To Rally Around 16%? 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.

Benzinga

Trump Could Approve H200 Exports to China. Does That Make Nvidia Stock a Buy Here?

Trump’s potential move to approve Nvidia’s H200 chip exports to China could ignite a major turnaround for the semiconductor giant.

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Pub chain Mitchells & Butlers faces £130m hit from rising wage and food costs

Group, which also owns restaurant brands including Toby Carvery, feels impact of increase in employer NICs

The Guardian - UK

Broadcom To Rally Around 13%? 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.

Benzinga

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Benzinga

Nvidia To Rally Around 72%? 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.

International Business Times UK

$1 Trillion Gone in Weeks in Bitcoin Crash as Self-Fulfilling Prophecy Takes Centrestage

The current Bitcoin sell-off coincides with the typical peak window, 400-600 days after its last halving in April 2024, raising fears of a deeper correction.

Benzinga

Cathie Dumps AMD And Reddit Shares Amid Tech Bloodbath, Ark Doubles Down On Tom Lee And Peter Thiel Crypto Plays

On Thursday, Cathie Wood-led Ark Invest executed significant trades, notably involving Circle Internet Group Inc (NYSE:CRCL), Bitmine Immersion Technologies Inc (NYSE:BMNR), Bullish (NYSE:BLSH), Advanced Micro Devices Inc (NASDAQ:AMD), and Reddit Inc (NYSE:RDDT). These trades reflect Ark’s strategic positioning in the market, with particular focus on the tech and crypto sectors.

Benzinga

AMD To Rally Around 16%? 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.

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Benzinga

Take-Two Interactive Software To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Friday

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.

Benzinga

Google To Leverage Polymarket, Kalshi's Prediction Markets Data To Harness 'Wisdom Of The Crowds'

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) subsidiary Google said Thursday it will integrate prediction market data from Polymarket and Kalshi on its Google Finance platform.

Barchart

It’s ‘Hard to Have Conviction’ in Lululemon Stock Right Now, According to Analysts. Should You Sell LULU Here?

Slowing U.S. sales and uncertain new designs leave analysts like Bernstein questioning the bull thesis.

Benzinga

Nvidia To Rally Around 73%? 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.

Benzinga

Booking Holdings To Rally Around 12%? 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.

Barchart

It’s ‘Hard to Have Conviction’ in Lululemon Stock Right Now, According to Analysts. Should You Sell LULU Here?

Lululemon stock's struggles continue as it just received yet another major setback from an analyst downgrade.

Benzinga

Alphabet To Rally More Than 10%? 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.

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