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BERNSTEIN STRATEGY REPORT
India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...- AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
- 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...
- 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...
- Godrej Consumer shares tumble 6% despite Q4 show. Should you buy, sell or hold the stock?Godrej Consumer Products shares dropped nearly 6% on Thursday despite reporting a 9.7% YoY rise in Q4 net profit and double-digit revenue g...
- Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefireBrokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefi...
- UBS downgrades Indian stocks to Neutral as Iran war raises energy supply risksGlobal brokerage UBS has downgraded Indian equities to Neutral from Attractive due to escalating geopolitical risks in the Middle East and ...
- Nifty can fall below 19,000 in worst case GFC-like scenario, warns Bernstein; rupee could breach 110/USDGlobal brokerage Bernstein warns the Iran conflict could trigger a "GFC moment" for India if prolonged, leading to elevated crude prices an...
- Bitcoin (BTC USD) rout fueled by ‘crisis of confidence,’ analyst says - is more pain ahead for crypto market?Bitcoin crisis of confidence: Bitcoin hovers near $70,000 after a sharp sell-off, with analysts deeming it a "crisis of confidence" rather ...
- BTC USD price prediction: Bernstein breaks down why recent Bitcoin crash is weakest bear case in history and predicts crypto will hit $150,000 in 2026Bitcoin USD price target 2026: Bitcoin's recent dip is seen as a temporary confidence issue, not a fundamental flaw. Analysts at Bernstein ...
- Iren stock surges over 12% after Bernstein raises price target amid AI cloud pivotIren stock saw a significant rise. Wall Street analysts have increased the stock's price target. This follows Iren's move into the AI cloud...
- Broadcom shares rally on new AI deal, CEO's assuranceThe company on Thursday said it has secured over $10 billion in AI infrastructure orders from a new customer, with CEO Hock Tan forecasting...
- AI stocks could crash like Dot-Coms, says Wall Street veteran — suggests these safer bets insteadWall Street investor Richard Bernstein cautions against the AI stock frenzy, drawing parallels to the dot-com bubble. He suggests investors...
- DeepSeek threat leading to overblown panic, buy the dips: BrokeragesDeepSeek: Global analysts Bernstein and UBS downplay panic over China's DeepSeek AI model disrupting the AI industry. They emphasize broade...
- Bernstein hikes Paytm target to Rs 1100 as India's fintech sector expands rapidlyIndia's fintech ecosystem is witnessing rapid growth, with players like One97 Communications Ltd (Paytm) scaling operations while working t...
- Let's acknowledge the slowdown: Bernstein after Q2 earnings missBernstein predicts a further decline in the Indian stock market due to a potential economic slowdown, with earnings misses becoming a trend...
- Delhivery’s ecommerce shipments market share slips to 21% in FY23Delhivery's market share is expected to further fall to 19% by FY30, according to a report by brokerage firm Bernstein.
- Bharti Airtel rises more than 1% ahead of Q2 earningsCredit Suisse analysts believe the company’s losses may narrow to Rs 846.8 crore, compared to the steep net loss of Rs 23,044.9 crore a yea...
- Crude seen hitting $150 level, and oil investors are to be blamedBrent crude oil rallied to an all-time high above $147 in 2008 on booming demand growth.
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