Bernstein·2026-06-08SectorGlobal Semiconductors and Semiconductor Capital Equipment: Global Semis: April 2026 WSTS Tracker-Sales -2.2% MoM, above typical (-11.3% MoM) &+106.4% YoY on significant memory strengthMUNVDA
Bernstein·2026-06-08SectorEuropean Technology Software European IT Services: EU Tech Sovereignty-Regulation creates demand, but only the right models winCAP.PA
Bernstein·2026-06-08SectorAI Value Chain: How much does a GW of Vera Rubin data center capacity actually cost?NVDA
Bernstein·2026-06-08SectorU.S. IT Hardware and EU Semi: The Quantum Leap: Winners & Losers in the Quantum futureIBMIONQ
Bernstein·2026-06-08StrategyGlobal Collaboration: Best of Times, Worst of Times: How to invest amidst shifting class dynamics and the US K-shaped economy
Bernstein·2026-06-08SectorAsia Tech Hardware: Monthly sales-Unimicron 2Q26 revenue tracking in line while Quanta tracking above2382.TW3037.TW
Bernstein·2026-06-07SectorAsia Tech Hardware: TW suppliers monthly sales: Largan and Chroma monthly sales tracking well above consensus2360.TW3008.TW
Bernstein·2026-06-07SectorU.S. Electrical Equipment: State of Utility Capex 1Q26-more multi-year upgrades led by data centers, with a focus on new generation spendETNGEV
Bernstein·2026-06-05ThematicBernstein Energy & Power: Heat pumps-an underappreciated lever of power demand growth?
Bernstein·2026-06-05StrategyIndia Strategy: AI vs Human II: The Gen AI Disruption Playbook- What Markets Are Missing
Bernstein·2026-06-05SectorWeekend Healthcare Pulse: The heavy side of weight loss-peptide manufacturing, waste, and ways forwardLLYNOVO-B.CO
Bernstein·2026-06-05SectorU.S. Internet & U.S. SMID-Cap Software: AWS Web Metrics Data: Mid-Q2'26 caution signal emerging?AMZN
Bernstein·2026-06-05SectorWeekend Tech Byte: The 'cost' of cards — the often misleading comparisons; our perspectives in key chartsMAV
Bernstein·2026-06-04SectorIndia Industrials and Infrastructure: Electric India: Data-Centers -The asset heavy play in the DC story shaping up in India...
Bernstein·2026-06-04SectorAsia Tech Hardware & Semi: key takeaways from the 2026 Taipei Computex2308.TW
Bernstein·2026-06-04SectorIndia Capital Markets & Insurance: AI vs. Human-India Insurance: AI startups trying to disrupt online distribution-can they succeed?