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BERNSTEIN REPORT
Boeing weighs 737 ramp-up to approach Airbus production targets, Air Current reportsBoeing is considering a significant increase in its 737 jet production. The company is exploring plans to boost output to approximately 70 ...
Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
Blackstone private credit fund caps withdrawals as redemption requests surgeAfter investors sought to pull out 10% of shares in the second-quarter tender offer, compared to 7.9% in the previous quarter, the $79 bill...
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
How China's electronics giant Huawei plans to take on its rivals with a chip design breakthroughChina's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead...
Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
Bernstein says Aadhar Housing, Home First, other housing stocks can rally up to 34%. Here are 3 reasons whyBernstein sees a significant rally potential of up to 34% in affordable housing finance stocks like Home First Finance and Aptus Value Hous...
LIC shares gain 6% in two sessions. Should you buy ahead of the 1:1 bonus issue?LIC shares climbed 4% on Monday, extending gains for a second straight session and taking the two-day rally to 6%. The stock gained momentu...
6 pharma stocks that Bernstein sees up to 40% upside potential. Do you own any?Bernstein initiated coverage on six pharma stocks, expressing a positive outlook on the Indian healthcare sector driven by AI, innovation i...
Bernstein says Adani Group emerged stronger after short-seller episode and US developmentsAdani Group has emerged stronger following past challenges. A report highlights improved financials and continued infrastructure expansion....
LIC shares jump 5% after Q4 results, first-ever bonus issue. Here's what brokerages sayLIC shares jumped around 5% on Friday after the state-run insurer announced its first-ever 1:1 bonus issue and a Rs 10 dividend, alongside ...
SP Group plans to raise $2.7 billion; BlackRock, BofA may chip inShapoorji Pallonji Group is raising $2.7 billion in private credit, attracting interest from global giants like BlackRock and local firms. ...
Is a deeper bond crash ahead? From Washington to Tokyo, governments are paying the highest borrowing costs in decades as global bond yields surge — why are investors dumping bonds?Global Bond Yields Spike to Multi-Decade Highs as Iran War Fuels Inflation Crisis: From Washington to Tokyo, governments are now paying the...
Global bonds battered as flaring inflation spooks investorsGlobal bond markets are experiencing significant interest rate hikes, driven by escalating energy prices from the Iran conflict and persist...
TVS Motor shares fall 4% after Q4 results. Here’s why Morgan Stanley, Goldman Sachs remain bullishTVS Motor Company's shares fell over 4% after reporting a 19% YoY net profit jump to Rs 772 crore for Q4 FY26. Despite a 30% revenue increa...
California county sues Meta over scam adsSanta Clara County has filed a lawsuit against Meta Platforms, claiming that the company profited from deceptive advertisements circulating...
SBI shares plunge 10% in two days after Q4. Do Morgan Stanley, Citi & Bernstein see a rebound soon?SBI shares fell over 3% on Monday and are down 10% in two sessions despite the lender reporting a 6% YoY rise in Q4 standalone net profit t...
Titan shares crash 6% after Q4 results. What are Goldman Sachs, Morgan Stanley, Bernstein, other brokerages saying?Titan Company shares fell despite reporting a 35% net profit growth in Q4FY26. While the jewellery business saw exceptional 50% growth, int...