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.

Sep 30, 2026 · byMarketWatch

‘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 financial rules over a nine-year period, telling fans: “We will get through this together”. Guardiola left City in the summer after a trophy-laden decade in charge, with the period of his first two seasons part of the investigation ruled on by an independent commission. The Spaniard remains a close ally of the chief executive, Ferran Soriano, who brought him to England, the pair having previously worked together at Barcelona. City maintain their innocence and are set to appeal against the decision before Friday’s deadline. Continue reading...

Sep 30, 2026 · byThe Guardian

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

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.

Sep 25, 2026 · byMarketWatch

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.

Sep 22, 2026 · byDecrypt

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.

Sep 22, 2026 · byThe Block

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.

Sep 22, 2026 · byCNBC

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.

Sep 16, 2026 · byThe Block

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.

Sep 16, 2026 · byCointelegraph

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.

Sep 14, 2026 · byDecrypt

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. The post Bernstein says ethics and stablecoin changes could boost support for CLARITY Act appeared first on Crypto Briefing .

Sep 14, 2026 · byCryptoBriefing

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.

Sep 14, 2026 · byThe Block

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.

Sep 8, 2026 · byCointelegraph

‘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.

Sep 8, 2026 · byThe Block

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.

Aug 30, 2026 · byCointelegraph

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.

Aug 28, 2026 · byThe Block

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. At the same time, the equity, macro, and quantitative research firm Bernstein and analyst Gautam Chhugani envisions six-digit bitcoin prices coming […]

Aug 26, 2026 · byBitcoin.com News

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. 26 client note that Bitcoin could recover to around $125,000 by…

Aug 26, 2026 · byCrypto.news

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.

Aug 26, 2026 · byU.Today

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. The post Biggest Bitcoin Catalyst Is Not the Halving: Will US Debt Drive BTC to $300,000? appeared first on BeInCrypto .

Aug 26, 2026 · byBeInCrypto

Bernstein forecasts Bitcoin to reclaim $125K by late 2026 ahead of cycle peak

Bernstein expects Bitcoin to reclaim $125,000 by late 2026, before reaching $300,000 in 2029 under its base case, with a bull case of $500,000.

Aug 26, 2026 · byCointelegraph

Bernstein sees bitcoin reaching $150,000 by mid-2027 amid ‘debasement trade,’ but cuts Strategy target to $350

Bernstein expects bitcoin to reach $150,000 by mid-2027 in its base case, before reaching a cycle peak of around $300,000 in 2029.

Aug 26, 2026 · byThe Block

Bernstein predicts Bitcoin to hit $150K by mid-2027 and $300K by 2029

Institutional adoption and currency debasement could drive Bitcoin's maturation, potentially stabilizing its market cycles and increasing its value. The post Bernstein predicts Bitcoin to hit $150K by mid-2027 and $300K by 2029 appeared first on Crypto Briefing .

Aug 26, 2026 · byCryptoBriefing

Coinbase’s Q2 miss – Why Bernstein still sees 85% upside for COIN

Coinbase-backed Stand With Crypto has endorsed 32 more pro-crypto candidates ahead of November elections.

Aug 25, 2026 · byAMBCrypto