Bernstein

Arm Holdings Plc (NASDAQ:ARM) stock moved higher on Thursday as investors continued chasing AI-driven semiconductor momentum, with bullish analyst forecasts and growing optimism around Arm’s expanding role in next-generation AI infrastructure supporting the stock’s rally. • ARM...

Arm Holdings Plc (NASDAQ:ARM) stock jumped more than 14% after Bernstein upgraded the shares, analysts raised AI infrastructure spending forecasts and broader enthusiasm around AI-driven semiconductor demand boosted the sector. Arm stock surged more than 10% in Wednesday morning trading, hitting a...

TKO Group Holdings Inc. (NYSE:TKO) is absorbing a $30 million loss to host an ultra-exclusive UFC match on the White House South Lawn curated by President Donald Trump, but Wall Street experts tell Benzinga the political spectacle is a calculated gamble that will pay off for the company’s...

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...

Bernstein analysts have raised their price target for Coinbase Global Inc. (NASDAQ:COIN) to $510, citing accelerating growth in the company's derivatives business and non-trading revenue streams. The updated price target marks a significant jump from the previous $310 target, reflecting Bernstein's...

Bernstein analysts have identified the tokenization of real-world assets (RWAs) as a transformative trend that could reshape global finance, outlining how blockchain-based tokenized markets, though still early in development, are on track to become a multi-trillion dollar industry as infrastructure...

Ethereum (CRYPTO: ETH) has surged 65% over the past month, sharply outperforming other digital assets after a prolonged stretch of underperformance relative to Bitcoin. What Happened: According to a new report by Bernstein on Wednesday, the rebound is being driven by a convergence of structural and...

Investment firm Bernstein expects corporate treasury allocations to drive approximately $330 billion into Bitcoin (CRYPTO: BTC) over the next five years, fueled primarily by public companies adopting Strategy's (NASDAQ:MSTR) capital deployment model. In a note published on Monday, Bernstein...

Banning Nvidia Corp. (NASDAQ:NVDA) chips won’t stop China’s artificial intelligence development, according to Bernstein analysts, who suggest the export restrictions could instead strengthen domestic competitors like Huawei Technologies. What Happened: “Banning the H20 would make...

On Monday, Nvidia Corporation (NASDAQ:NVDA) dropped by 4.51% after a report revealed that Huawei Technologies is ramping up AI chip production, but a Bernstein analyst downplayed the significance, saying the AI chip giant “can’t compete” anyway in the Chinese market due to export...

A new digital assets regulatory framework could significantly expand the offerings of Robinhood (NASDAQ:HOOD) and Coinbase (NASDAQ:COIN), enabling both platforms to list a broader range of crypto assets and tokenized equities, according to a new Bernstein report. What Happened: The report...

As global trust in centralized institutions frays, analysts at Bernstein say three foundational decentralized technologies — Bitcoin (CRYPTO: BTC), public blockchains and tokenized assets — are poised to become integral to a new financial order. What Happened: In its report, Bernstein's digital...

Bitcoin (CRYPTO: BTC) is increasingly behaving like a high-volatility, liquid version of gold, according to Bernstein analysts. What Happened: In a note to clients on Tuesday, the analysts wrote that despite falling roughly 26% amid ongoing tariff disruptions and geopolitical volatility, Bitcoin...

Robinhood's (NASDAQ:HOOD) expansion into private banking is a strategic move to capture a slice of the $114 trillion wealth transfer heading toward younger, tech-savvy investors—and Bernstein says the plan is paying off. What Happened: In an investor note on Thursday, Bernstein analysts called...

Bernstein analysts project Strategy (NASDAQ:MSTR), formerly MicroStrategy, could either double its Bitcoin (CRYPTO: BTC) holdings to over 1 million BTC in a bullish market or see its stack face forced liquidations in a prolonged bear phase. What Happened: According to a research note released on...