Bernstein

Wall Street may be sleeping on this networking stock tied to Google and OpenAI

A critical bottleneck in data centers is creating a massive runway for networking stocks like Celestica, according to Bernstein.

MarketWatch•Christine Ji30 Sept

• neutral toward Google · 98%

‘I am here more than ever’: Guardiola backs Manchester City owners over guilty verdicts

I am, always have been, always will, be behind my club’ Former City chair Bernstein calls for directors to quit Pep Guardiola has thrown his support behind Manchester City after the club were found guilty of all charges of breaching Premier League…

The Guardian•Will Unwin30 Sept

• favorable toward Pep Guardiola · 88%

BMW eyes auto division margin of 3-5% in 2028, Bernstein analysts say

• neutral toward BMW · 99%

Apple’s expensive new iPhones could be a double-edged sword for the company

Bernstein analysts suggest Wall Street isn’t properly modeling the extent to which gross margins, a profit metric, could take a hit due to the rising costs of smartphone components.

MarketWatch•Hannah Pedone25 Sept

• critical toward Apple · 93%

Bernstein Predicts $10 Trillion Prediction Market by 2035—10X Its Original Forecast

Bernstein now projects prediction markets will handle $10 trillion a year by 2035, up from its own $1 trillion by 2030 forecast made just five months ago.

Decrypt•Jose Antonio Lanz22 Sept

Bernstein sees annual prediction market volumes hitting $10 trillion by 2035 as financial assets overtake sports

Bernstein projects global prediction market volume will hit $10 trillion by 2035, driven by expanding financial assets.

The Block•Brian Danga22 Sept

India's large caps stuck in 'bygone economic era', says Bernstein, as foreign investors head for the exit

Global brokerage Bernstein said foreign investors had little reason to invest in India as large businesses were struggling to reinvent themselves.

CNBC22 Sept

Bernstein says Clarity Act failure allows stablecoin rewards on idle balances to continue, expects ‘swift’ SEC and CFTC rulemaking

Bernstein expects the SEC and CFTC to drive crypto rulemaking after Senate lawmakers failed to advance Clarity Act legislation.

The Block•Brian Danga16 Sept

• neutral toward SEC · 98%

Bernstein expects ‘aggressive’ rulemaking from SEC, CFTC, following CLARITY Act failure

Bernstein said the federal agencies will publish new regulations to compensate for the time lost negotiating the CLARITY Act, after its cloture vote failed on Tuesday.

Cointelegraph•Cointelegraph by Zoltan Vardai16 Sept

• neutral toward SEC · 98%

Crypto Market Has 'Definitely Not Priced In' Clarity Act Surprise, Says Bernstein

Ethics and banking concessions have improved the crypto bill’s prospects, analysts say, but Democratic support remains uncertain.

Decrypt•Jason Nelson14 Sept

Bernstein says ethics and stablecoin changes could boost support for CLARITY Act

The CLARITY Act's revised ethics and stablecoin measures could reshape digital asset regulation, potentially altering political dynamics and market practices.

CryptoBriefing•Editorial Team14 Sept

Bernstein sees more Clarity Act progress than markets expected, says ‘any positive surprise is definitely not priced in’

The analysts argued crypto markets currently have a bearish bias ahead of Tuesday's cloture vote and Wednesday's Federal Reserve decision.

The Block•James Hunt14 Sept

Robinhood chain to generate $160M in annual fees by 2028: Bernstein

Growing demand for tokenized stock trading may drive the Robinhood chain’s annual fees to $160 million by 2028, predicted analysts from Bernstein.

Cointelegraph•Cointelegraph by Zoltan Vardai8 Sept

‘The chain is now earnings’: Bernstein sees 31% upside for Robinhood as fees top Solana, BNB Chain

Bernstein sees 31% upside for Robinhood as its new chain tops Solana in fees, generating $33 million over 15 days.

The Block•Brian Danga8 Sept

Bitcoin’s new quantum defenses, 18.9M SOL cancelled: Hodler’s Digest

Bitcoin moves toward a post quantum future, Solana validators agree to curb rampant inflation and the bull case from Bernstein is for Bitcoin to peak at $500K this cycle.

Cointelegraph•Cointelegraph by Andrew Fenton30 Aug

IREN’s $25 billion-$30 billion AI buildout may have ‘spooked’ investors, Bernstein says

IREN has $4 billion in contracted cloud ARR for 2026 capacity and has secured over $20M in annual revenue per IT megawatt on recent deals.

The Block•James Hunt28 Aug

Bitcoin Price Eyes $100K as Prediction Markets, Wall Street Weigh In

Prediction market traders are throwing millions of dollars behind bitcoin price targets stretching from $50,000 to $150,000, and the money on the board shows just how divided the crowd remains over what comes next.

Bitcoin.com News•Jamie Redman26 Aug

Bitcoin price could reach $150K by mid-2027: Bernstein

Bitcoin has been projected to reach $150,000 by mid-2027 and climb toward $300,000 in 2029 under Bernstein’s base-case forecast. Bernstein analysts led by Gautam Chhugani said in an Aug.

Crypto.news•Lawrence Mondal26 Aug

Bitcoin to $300,000 Is Possible Only If Quantum Problem Is Solved: Charles Edwards

Bernstein forecasts $300,000 Bitcoin, but Charles Edwards warns it's only possible if Core developers update to solve the quantum risk discount.

U.Today•Gamza Khanzadaev26 Aug

Biggest Bitcoin Catalyst Is Not the Halving: Will US Debt Drive BTC to $300,000?

Bernstein, Arthur Hayes, and ETF flows call US debt the biggest bitcoin catalyst, with $300,000 in view by 2029.

BeInCrypto•Lockridge Okoth26 Aug