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The Latest Breaking News from Bernstein

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Tom’s Hardware

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

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Auto Stocks Are Falling as Trump Slams On 25% Tariffs. Analyst Thinks This 1 Stock Is Still a Screaming Buy.

Ferrari may be caught in Trump’s tariff crossfire, but Bernstein analysts believe the luxury giant is built to weather the storm.

Barchart

Car Prices Will Go Up by Thousands Thanks to Tariffs, Say Analysts

Trump's 25 percent tariff on imported vehicles will become a reality on April 3. And on the surface, at least, the numbers don't look promising for automakers or consumers.

Motor1

NVIDIA Stock Remains Stunningly Undervalued—Here’s Why

NVIDIA is on track to hit new highs this year, but they may not come until the second half, after policy-related fears have died down.

MarketBeat

Analyst Says Nvidia's Valuation Is Getting ‘Increasingly Attractive.’ Is Now a Good Time to Buy?

As Nvidia strengthens its grip on the AI revolution, is its attractive valuation a sign for investors to act now?

Barchart

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ASML Stock Remains a Strong Buy After Earnings

ASML stock rallied after the semiconductor supplier beat fourth-quarter expectations. Here's what you need to know.

Kiplinger

T-Mobile Earnings Send Stock to the Top of the S&P 500

T-Mobile stock is notably higher Wednesday after the wireless provider's earnings beat and strong full-year outlook. Here's what you need to know.

Kiplinger

DeepSeek ‘Doomsday’ for Nvidia Stock? 3 Reasons This Analyst Says ‘No.’

Bernstein analyst Stacy Rasgon isn’t letting DeepSeek shake his confidence in semiconductor stocks.

Barchart

Bernstein Analysts Think the TRUMP Meme Coin Just Started a New ‘Crypto Era.’ 1 ETF to Buy Now.

Bernstein analysts believe the sudden success of Trump’s meme coin has sparked a "new chaotic era” in the cryptocurrency market.

Barchart

Is GE Aerospace Stock Still a Buy After Earnings?

GE Aerospace stock is higher Thursday after the industrial firm topped analysts' fourth-quarter expectations and issued a strong full-year outlook. Here's what you need to know.

Kiplinger

Why J.B. Hunt Stock Is Sinking After Earnings

J.B. Hunt stock is notably lower Friday after the logistics company fell short of fourth-quarter earnings expectations. Here's what you need to know.

Kiplinger

Bullish on Athleisure? Here’s Why Lululemon Stock Shines

Shares are still a good bit off their record close from December 2023, but there are reasons to think this won't be the case for much longer.

MarketBeat

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Barchart

2 Chip Stocks to Buy in 2025 That Aren't Nvidia

The semiconductor industry is poised for explosive growth, and these two chip names that aren’t Nvidia stand out as solid investment opportunities for the upcoming year.

Barchart

Is MicroStrategy Stock a Buy, Sell, or Hold After Its Latest Bitcoin Purchase?

Amid growing optimism over Bitcoin’s future and MicroStrategy’s latest Bitcoin purchase, should investors buy, sell, or hold this stock now?

Barchart

Why This Underdog Semiconductor Stock Is Still a Top Pick at Bernstein

Qualcomm's strategic push into Edge AI and the IoT space positions it for long-term growth.

Kiplinger

What's Behind Ford Stock's New Sell Rating?

Jefferies downgraded Ford on concerns over earnings headwinds and "challenging decisions ahead." Here's what investors need to know.

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news in one place.

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Kiplinger

Palantir, MicroStrategy, Axon to Join the Nasdaq-100: What to Know

The Nasdaq-100 is getting three new members this month. Here's what analysts think of Palantir, MicroStrategy and Axon.

Kiplinger

Is Coinbase Stock a Buy or Hold as Bitcoin Tops $100,000?

Coinbase stock has rallied in recent months as crypto prices pop. Here's what Wall Street says about COIN amid bitcoin's latest surge.

Benzinga

Netflix To Rally More Than 7%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

The Independent UK

Trump’s ‘liberation day’ of tariffs is coming. What does it mean for U.S. consumers?

Sweeping tariffs could hit the U.S.’s largest trading partners outside of North America

Benzinga

Michael Saylor's MicroStrategy Convertible Notes To Buy Bitcoin Offer No Interest, So Why Are Investors Rushing To Buy Them?

Michael Saylor‘s MicroStrategy Inc (NASDAQ:MSTR) recently completed its $3 billion offering of 0% convertible senior notes

Benzinga

MicroStrategy Is The 'Bitcoin Magnet,' Says Bernstein, But Not Everybody's Sold: 'Nothing Is Free In Finance,' Says One Analyst

MicroStrategy Inc. (NASDAQ:MSTR) has been described as the “Bitcoin magnet,” attracting billions of dollars in global capital through its unprec

Kiplinger

What the Comcast Cable Spinoff Means for Investors

Comcast has announced plans to spin off select cable networks and digital assets into a separate publicly traded company. Here's what you need to know.

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