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The Latest Breaking News from Bernstein

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

Fortune

Why Bernstein Thinks You Should Buy the Dip in Sandisk Stock Here

TurboQuant has created an attractive entry point in Sandisk according to Bernstein analysts.

Barchart

Sandisk Was the Top-Performing S&P 500 Stock in Q1. Can SNDK Continue Its Run in Q1?

Sandisk was the top-performing S&P 500 stock and looks like it'll continue its run as the AI buildout persists.

Barchart

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Bernstein Says Qualcomm Isn’t an AI Winner. Try Top-Rated Nvidia or Amazon Stock Instead.

Nvidia and Amazon are emerging as the real winners of the AI boom as demand for chips and cloud infrastructure accelerates.

Barchart

The Middle East is one of the world’s fastest growing luxury markets—and the war in Iran may cut its sales in half, analysts say

Luxury brands such as Dior and Gucci each get 20% of their sales from the region, which grew about 6% in 2025.

Fortune

A Crypto Collapse Sends Robinhood Stock Back into Oversold Territory. Should You Buy the Dip?

Robinhood stock is crumbling as the fintech firm reports weaker-than-expected Q4 revenue. But Bernstein analysts see no reason to turn negative on HOOD shares.

Barchart

Qualcomm Stock Is Deeply Oversold. Should You Buy the Dip?

Qualcomm stock sank on downbeat guidance for fiscal Q2. But Bernstein recommends buying QCOM shares on the post-earnings weakness.

Barchart

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This Blue-Chip Dividend Stock Is Now Part of the Trillion-Dollar Club. Is It Still a Buy Here?

For dividend investors, Walmart still looks like a steady compounder. But WMT stock may only see gradual gains punctuated by valuation‑driven pullbacks around earnings from here.

Barchart

What Are Wall Street Analysts' Target Price for APA Corporation Stock?

Wall Street’s view on APA stock is cautious, grounded in solid fundamentals but restrained by modest expectations for upside.

Barchart

SanDisk Stock Keeps Surging. Did You Miss Your Chance to Buy?

SanDisk's remarkable post-spinoff performance underscores its leadership in flash memory amid AI-driven demand, though lofty valuations prompt questions about future upside.

Barchart

TSLA Stock Falls 3% as Musk Spats with Ryanair CEO Michael O’Leary. How Should You Play Tesla Here?

Tesla shares fall as Elon Musk starts a poll on X asking whether he should buy Ryanair. Bernstein maintains its bearish stance on TSLA stock.

Barchart

As Bitcoin Retakes $95,000, Should You Buy, Sell, or Hold MicroStrategy Stock?

Bitcoin climbed above $95,000 as investors showed risk appetite. Should you buy MicroStrategy’s stock now?

Barchart

Trump Just Took Aim at Health Insurance ‘Middlemen.’ What Does That Mean for UnitedHealth Stock?

UnitedHealth stock sinks as President Trump says he will get rid of insurance brokers and corporate middlemen. Bernstein still recommends buying UNH shares at current levels.

Barchart

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

A new report says Nvidia's presence is about to shrink drastically in China.

Tom’s Hardware

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Barchart

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.

Barchart

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

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

Uber proves scale and profitability can grow together.

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news in one place.

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Barchart

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.

Barchart

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.

Barchart

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.

The Guardian - UK

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

Barchart

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?

Benzinga

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.

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