#Bernstein
articles
Technology
AI's Memory Stack: Bernstein Says Demand Is Spreading Beyond HBM
Bernstein sees AI's memory bottleneck broadening from HBM into DRAM, NAND and storage, with six Outperform names across ...
Companies
Paytm Jumps 8% as Bernstein Sets ₹2,200 Target – First Above IPO Price on UPI MDR Bet
Bernstein's 'Outperform' rating and ₹2,200 target, driven by expectations of MDR on UPI transactions, propelled Paytm sh...
Companies
Bernstein Downgrades Stellantis to Underperform as US Inventory Woes Mount; Shares Slide 3%
Bernstein cuts Stellantis from ‘in-line’ to ‘underperform’ and halves the price target to €4, warning that optimistic US...
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...