#Bernstein
articles
Retail
Bernstein Data Shows K-Shaped Consumer: Low-Income Shoppers Feel the Squeeze at US Retailers
A new analysis of US retail foot traffic by Bernstein reveals a deepening split: low-income consumers are visiting dolla...
Technology
Bernstein: AI Compute Is Becoming a Commodity — GPU Futures Could Reshape Trillion-Dollar AI Capex
Bernstein argues AI compute is commoditizing like electricity, with GPU futures on the horizon. Major deals (Meta-Anthro...