The Latest Breaking News from Bernstein

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.

Investors are rewarding Intel shares for the company’s equity stake agreement with the U.S. government. But a Bernstein analyst warns the deal isn’t an all-encompassing answer for INTC stock.

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

Bernstein on Monday outlined a structured view on Ethereum's (CRYPTO: ETH) position in the blockchain ecosystem, framing it as a core network with expanding use cases that support its long-term investment appeal.

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.

Jo bhi hai wo theek hai, zikra kyon karenHum hi sab jahaan ki, fikra kyon karen.– Sahir Ludhianvi, Phir Subah Hogi, 1958. Truth, when repeated often enough, starts sounding very banal. It just doesn’t register. Take this sentence: India is an economically unequal country. The evidence is all around us, and…

Oracle Corporation (NYSE:ORCL) is poised to become the fourth-largest global hyperscaler, according to a recent analysis by Bernstein.

Nvidia (NASDAQ:NVDA) is set to resume sales of its H20 chips in China following a policy shift by the Trump administration. Still, analysts warn that the company may not regain its previous market dominance due to growing domestic competition and regulatory hurdles.

Amid a sharp Friday sell-off in markets, the SEC unveiled what Bernstein analysts call "the boldest and most transformative crypto vision ever laid out by a sitting SEC chair."