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The Latest Breaking News from Bernstein

India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says Bernstein

India’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.

The Economic Times

Qualcomm CEO Sees Handset Bottom, “Multiple Billions” in Data Center Revenue Ahead

Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni

MarketBeat

PayPal CEO Unveils AI Reset, $1.5B Savings Plan at Bernstein Conference

PayPal (NASDAQ:PYPL) President and CEO Enrique Lores outlined a broad operational and technology reset for the payments company at Bernstein’s 46th Annual Strategic Decisions Conference, saying the company has substantial opportunities to simplify its structure, modernize its technology platform and

MarketBeat

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Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

MarketBeat

Fiserv CEO Says AI, Clover Can Help Restore Predictable Growth After Tough Year

Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue growth profile after a difficult year for investors. Speaking at a Bernstein-hosted discussion with

MarketBeat

Datadog CEO Says AI Demand Is Fueling Broad-Based Growth Beyond AI Natives

Datadog (NASDAQ:DDOG) co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment. Speaking at a Bernstein event with Senior Analyst Peter Weed, Olivier said the c

MarketBeat

Baker Hughes CEO: Data Centers, LNG Fuel Shift Beyond Oilfield Services

Baker Hughes (NASDAQ:BKR) Chairman and Chief Executive Officer Lorenzo Simonelli said the company has become “very different” from the traditional oilfield services business it was a decade ago, emphasizing a broader strategy focused on industrial energy solutions, natural gas, power generation and

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Wall Street's 6 Top World Cup Stock Picks

The World Cup kicks off this month and could give the global economy a $40 billion jolt. These are some of the stocks analysts think could benefit.

Kiplinger

Wall Street Is Only Just Beginning to Recognize Advanced Micro Devices’ Agentic AI Upside Potential

While Nvidia CEO Jensen Huang enjoyed street food in China, AMD CEO Lisa Su was talking to stakeholders.

Barchart

Bernstein says Aadhar Housing, Home First, other housing stocks can rally up to 34%. Here are 3 reasons why

Bernstein sees a significant rally potential of up to 34% in affordable housing finance stocks like Home First Finance and Aptus Value Housing. Favorable trends, improving business momentum, and stable operating conditions are driving this optimism. Despite attractive valuations, the sector benefits from low mortgage penetration and a strong competitive…

The Economic Times

LIC shares gain 6% in two sessions. Should you buy ahead of the 1:1 bonus issue?

LIC shares climbed 4% on Monday, extending gains for a second straight session and taking the two-day rally to 6%. The stock gained momentum after the insurer announced a 1:1 bonus issue alongside its Q4 results last week. LIC has fixed May 29 as the record date to determine shareholder…

The Economic Times

Bernstein says Adani Group emerged stronger after short-seller episode and US developments

Adani Group has emerged stronger following past challenges. A report highlights improved financials and continued infrastructure expansion. Promoter share pledges have significantly reduced. The group's earnings show strong growth. Funding sources have diversified, easing liquidity concerns. Adani Group's core strength in large-scale infrastructure execution remains a key factor.

The Economic Times

Bernstein initiates coverage on 6 pharma stocks, cites 3 major tailwinds for healthcare sector

Bernstein has initiated coverage on six Indian pharma stocks, with Zydus Lifesciences as its top choice. The brokerage sees strong future growth for the Indian healthcare sector. Key drivers include AI-led innovation, incremental advancements in niche areas, and improved quality culture. Attractive valuations also support this positive outlook for the…

The Economic Times

LIC shares jump 5% after Q4 results, first-ever bonus issue. Here's what brokerages say

LIC shares jumped around 5% on Friday after the state-run insurer announced its first-ever 1:1 bonus issue and a Rs 10 dividend, alongside strong Q4 results. Consolidated net profit rose 23% year-on-year to Rs 23,467 crore, while net premium income increased 12% to Rs 1.65 lakh crore. For FY26, net…

The Economic Times

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Barchart

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.

Barchart

Marriott International Stock Outlook: Is Wall Street Bullish or Bearish?

Marriott International’s shares have surged past the broader benchmark and sector peers, and analysts are cautiously bullish on the stock’s growth potential.

The Economic Times

TVS Motor shares fall 4% after Q4 results. Here’s why Morgan Stanley, Goldman Sachs remain bullish

TVS Motor Company's shares fell over 4% after reporting a 19% YoY net profit jump to Rs 772 crore for Q4 FY26. Despite a 30% revenue increase, sequential profit declined 8%.

Barchart

Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

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The Economic Times

SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, Bernstein

State Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to perform well in FY27. Foreign investor flows are seen as a key factor for stock performance. HDFC Bank and Axis Bank are top picks. Paytm…

The Economic Times

Paytm shares climb 5% after Q4 results. Do Jefferies and Bernstein see further upside?

Paytm's parent company, One 97 Communications, reported a profit of Rs 184 crore for the fourth quarter. This led to a significant rally in its shares. Revenue from operations also saw an increase. Analysts maintain positive ratings, citing strong revenue momentum and controlled expenses. The company's financial performance shows improvement…

Barchart

Sandisk Stock Is up Nearly 500% in 2026. Q3 Results Show Its Data Center Business Is Still Growing.

Strong Q3 numbers, including a threefold jump in data center revenue, highlight Sandisk’s AI momentum, driving SNDK to become one of the S&P 500’s standout gainers in 2026.

Barchart

Should You Buy the Dip in Robinhood Stock Today?

Robinhood stock sinks on disappointing Q1 earnings. But Bernstein makes the case for buying the post-earnings dip in HOOD shares today.

Barchart

MicroStrategy Just Entered Overbought Territory. How Should You Trade MSTR Stock Here?

MicroStrategy shares have rallied in tandem with Bitcoin, which recently broke above the $77,000 level. But is it worth chasing the momentum in MSTR stock at current levels?

Barchart

UnitedHealth Stock Is Poised to Break Through 100-Day Moving Average on CMS 2027 Rate Updates. Should You Buy UNH Here?

UnitedHealth stock soars as CMS finalizes 2027 reimbursement rates for Medicare Advantage plans at 2.48%. Bernstein explains why UNH shares are worth buying at current levels.

Fortune

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.

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