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The Latest Breaking News from Bernstein

Trump Has Created an ‘Unusual Bull Case’ for Intel Stock. Should You Buy INTC Now?

Intel stock rides Trump’s rare political boost, but profits lag while Wall Street stays cautious.

Barchart · Sep 30, 2025

'Not What You Think': NVIDIA CEO Jensen Huang Reveals Real Reason Behind $5 Billion Intel Investment

In a move that caught the tech world off guard, NVIDIA CEO Jensen Huang is clarifying the company's $5 billion investment in Intel.

International Business Times UK · Sep 22, 2025

Can Robinhood Stock Hit $160 in 2025?

After its inclusion in the S&P 500, can Robinhood stock hit the Street-high $160 price target?

Barchart · Sep 17, 2025

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Apple To Rally More Than 28%? 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 · Sep 17, 2025

Your Morning Cup Is Set To Cost More As US Coffee Inflation Hits Decades-High Amid Global Bean Shortage, Trump Tariffs

The price of coffee in the U.S. has seen a significant increase. Retail coffee prices have surged nearly 21% in August compared to the same month last year, marking the largest annual jump since October 1997.

Benzinga · Sep 16, 2025

What's Going On With Robinhood Markets Stock?

Shares of Robinhood Markets Inc (NASDAQ:HOOD) are trading slightly higher Tuesday afternoon. This comes on the heels of major positive developments for the financial technology firm. Here’s what investors need to know.

Benzinga · Sep 9, 2025

Robinhood May Hit $160 On 100% Revenue Growth By 2026: Bernstein

Bernstein analysts on Tuesday raised Robinhood's (NASDAQ:HOOD) price target to $160, citing expectations that the trading platform's revenue will surge from $2.9 billion in 2024 to $6.8 billion by 2026.

Benzinga · Sep 9, 2025

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Stablecoins Could Reach $4 Trillion Market Cap By 2030: Bernstein

Bernstein on Monday projected the institutional crypto revenue pool will expand from about $5 billion in 2024 to $18 billion by 2030, with the U.S. expected to increase its share of global institutional activity from 7% to roughly 20%.

Benzinga · Sep 8, 2025

MongoDB To Rally Around 63%? 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 · Aug 27, 2025

The Government Is Taking a 10% Stake in Intel. How Should You Play INTC Stock Here?

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.

Barchart · Aug 25, 2025

Nvidia To Rally More Than 22%? 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 · Aug 20, 2025

Bitcoin To $200,000 Is Bernstein's 'Highest Conviction,' But Solana, Ethereum Will Outperform Elsewhere

Brokerage firm Bernstein on Tuesday reaffirmed its most bullish outlook on digital assets, projecting Bitcoin (CRYPTO: BTC) to reach $200,000 while identifying Solana (CRYPTO: SOL) and Ethereum (CRYPTO: ETH) as the altcoins most likely to lead the next cycle.

Benzinga · Aug 19, 2025

The Trump Admin Could Soon Invest in Intel. How Should You Play INTC Stock Here?

Intel stock rallied today on reports the US government may soon take a sizable stake in the chipmaker. Bernstein says federal backing isn’t an all-clear for INTC shares.

Barchart · Aug 15, 2025

Circle Boosts Revenue 53%. How Should You Play CRCL Stock Here?

Circle shares soar as the fintech firm reports a sharp year-over-year increase in its Q2 revenue. A Bernstein analyst sees CRCL stock hitting $230 over the next 12 months.

Barchart · Aug 12, 2025

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International Business Times UK · Aug 11, 2025

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

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

Benzinga · Aug 11, 2025

Ethereum Is Like A 'Decentralized App Store': Bernstein

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.

Benzinga · Aug 11, 2025

Walt Disney To Rally More Than 25%? 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.

Newslaundry · Aug 8, 2025

Gold and gated communities: How rich India’s hoarding fuels inequality

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…

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Benzinga · Aug 6, 2025

Oracle AI Push Could Make It 4th-Largest Hyperscaler — Stock May Jump 22%, Analyst Says

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

Benzinga · Aug 4, 2025

Rising Competition In China Threatens Nvidia's Comeback

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.

Benzinga · Aug 4, 2025

How Coinbase, Robinhood, Circle Could Benefit From The SEC's New 'Project Crypto'

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."

Benzinga · Jul 31, 2025

Robinhood Crypto Trading Volumes Surge In July, But: 'Still Early In The Bull Cycle,' Bernstein Says

Investment firm Bernstein said in a new report that the current digital asset rally remains in its early innings, reaffirming its bullish stance on the broader crypto market despite a drop in second-quarter trading volumes.

Benzinga · Jul 28, 2025

Ethereum-Native Treasuries Tipped To Rival Wall Street, But Face Major Risks: Bernstein

A new report by Bernstein analysts identifies Ethereum (CRYPTO: ETH)-native treasury companies—protocols that help DAOs manage, deploy, and grow onchain capital—as one of the most promising and underexplored areas in DeFi.

Barchart · Jul 25, 2025

Should You Buy the Post-Earnings Plunge in Intel Stock?

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Benzinga · Jul 23, 2025

Alphabet To Rally Around 10%? 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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