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ICICI Bank shares rise 3% after Q1 results. Why Bernstein and 4 other brokerages see up to 32% upside

ICICI Bank shares rose 3% after the lender reported strong Q1FY27 results, with net profit growing 15.9% and net interest income rising 12.7%, driven by healthy loan growth and improving asset quality. Following the earnings, Bernstein upgraded the stock to 'Outperform' with a target price of Rs 1,800, citing superior…

The Economic Times

Quick commerce firms deepen battle for orders in the same pin codes: Report

Quick-commerce operators are densely expanding dark stores within existing neighborhoods. Blinkit, Flipkart Minutes, and Amazon Now significantly increased their store counts recently. This intense competition focuses on metro cities where demand is highest. Companies aim to capture customer habits and defend broader e-commerce businesses. Denser networks are crucial for meeting…

The Economic Times

Taiwan Semi Is an Attractive Stock But Poses Some Risk

China could take steps that would cripple Taiwan Semi.

Barchart

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TSMC Could Swing $150 Billion as Options Market Prices Big Moves for This Week’s Earnings

Earnings season kicks into high gear next week, with a slate of heavyweight companies set to report quarterly results between July 12 and July 18. As investors look for fresh insight into corporate earnings, guidance and the broader economic backdrop, options traders are already betting on how sharply these stocks…

Benzinga

Data center pipeline faces construction delays, cancellations to mount through 2027: Bernstein

Global data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting new builds. Developers are reassessing projects amid rising costs and long lead times. Demand for AI workloads continues to grow, creating tight capacity. Long-term outlook remains constructive as new power sources…

The Economic Times

Handheld gaming PCs are cooked

Fancy a spot of pessimism, perchance?

PC Gamer

How to Play DAL Stock After Delta's Strong Q2 Earnings Results

Delta Air Lines stock sinks despite market-beating Q2 earnings. Bernstein analyst and options traders recommend buying the dip in DAL shares.

Barchart

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Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise over the next year

Here's hoping the expected price drop isn't just wishful thinking.

PC Gamer

Rs 18,000 crore crash in Trent shares explained, and should you buy the dip

Trent shares fell sharply on Tuesday, erasing nearly Rs 18,000 crore in market value, after its Q1 revenue growth of 19% missed Street estimates. While weak store productivity and slowing expansion raised concerns, most brokerages remain bullish, calling the slowdown seasonal, though Citi warns of structural challenges and intensifying competition.

The Economic Times

This Analyst Just Downgraded Datadog Stock. Here's Why.

Datadog stock sinks as Bernstein downgrades it to Market Perform. Here’s why analyst Peter Wood turned dovish on DDOG shares.

Barchart

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

Barchart

HDFC Bank overhang eases, Kotak CEO exit creates fresh uncertainty: What Pranav Gundlapalle is watching now

India's private banking sector faces pivotal moments with two major players at different junctures. HDFC Bank awaits RBI's nod for its CEO, a crucial step for governance confidence and potential stock upside. Meanwhile, Kotak Mahindra Bank navigates uncertainty after its CEO's resignation, with a new leader set to redefine its…

The Economic Times

Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead

In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market

The Independent UK

India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeek

Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own sovereign AI stack and a homegrown equivalent of DeepSeek. The brokerage said relying on overseas LLMs and data-centre services could leave India vulnerable to geopolitical and…

The Economic Times

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Barchart

Ahead of Micron Earnings, Here's What Barchart Data Says Comes Next for MU Stock

Micron is set to report record-breaking numbers for its fiscal Q3 on June 24. But options pricing heading into its quarterly release isn’t particularly bullish.

Barchart

Why Bernstein Just Raised Its Price Target on Arm Stock by Nearly 70%

Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.

The Economic Times

AI market likely to split between premium frontier models and lower-cost alternatives: Bernstein

The global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier AI models serving highly specialised use cases while lower-cost models dominate mainstream applications, according to a report by Bernstein.

The Economic Times

Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplash

Indian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic demand and positive global healthcare trends. Analysts see long-term growth potential from aging populations and innovation. Emerging opportunities from supply chain diversification away from China also present a positive outlook for…

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The Economic Times

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 Group well-positioned to capitalize on this growth. India's data centre industry is expected to expand rapidly. Rising electricity demand, driven by heatwaves and digital infrastructure needs, supports this…

The Economic Times

India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says Bernstein

India’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 Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.

MarketBeat

Qualcomm CEO Sees Handset Bottom, “Multiple Billions” in Data Center Revenue Ahead

Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni

MarketBeat

PayPal CEO Unveils AI Reset, $1.5B Savings Plan at Bernstein Conference

PayPal (NASDAQ:PYPL) President and CEO Enrique Lores outlined a broad operational and technology reset for the payments company at Bernstein’s 46th Annual Strategic Decisions Conference, saying the company has substantial opportunities to simplify its structure, modernize its technology platform and

MarketBeat

Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

MarketBeat

Fiserv CEO Says AI, Clover Can Help Restore Predictable Growth After Tough Year

Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue growth profile after a difficult year for investors. Speaking at a Bernstein-hosted discussion with

MarketBeat

Datadog CEO Says AI Demand Is Fueling Broad-Based Growth Beyond AI Natives

Datadog (NASDAQ:DDOG) co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment. Speaking at a Bernstein event with Senior Analyst Peter Weed, Olivier said the c

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