Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-09-03Sector

CRWV IRENNeoclouds·Neutral

Bernstein·2026-09-03Sector

NVT TT VRTData center electrical equipment·Overweight

Bernstein·2026-09-03Strategy

India IT services·Underweight

Bernstein·2026-09-02Sector

BRBY.LCFR.SWKER.PARMS.PAGlobal luxury·Neutral

Bernstein·2026-09-01Thematic

ASML.AS

Bernstein·2026-09-01Sector

CRMGTLB.USMSFT NOWTEAM.USSeat-based software·OverweightSalesforce·Underweight

Bernstein·2026-09-01Sector

2050.HK601689.SH688017.SHHSAIHumanoid robotics·Neutral

Bernstein·2026-08-31Sector

China factory automation·OverweightChina industrial robot production: actualJul 2026

Bernstein·2026-08-31Thematic

SPCXAMT.USCCI.USSBAC.USTMUS TDirect-to-device satellite·Neutral

Bernstein·2026-08-31Sector

Energy storage·Neutral

Bernstein·2026-08-31Sector

AMZN GOOGL META PINS RDDT SNAPMeta·Overweight

Bernstein·2026-08-31Sector

COIN CRCLBitcoin·Overweight

Bernstein·2026-08-31Sector

2802.T3037.TW4062.TAI PCB / ABF substrates·Overweight

Bernstein·2026-08-28Thematic

Confectionery·Neutral

Bernstein·2026-08-28Sector

CCLNCLH.USRCL.USVIK.USCruise lines·Overweight

Bernstein·2026-08-28Thematic

SKHYNIX SMSN KIOXIA MU SNDK STX WDCMemory·Overweight

Bernstein·2026-08-28Thematic

Medtech·Neutral

Bernstein·2026-08-28Strategy

High FCF growth·OverweightAsia tech·Neutral

Bernstein·2026-08-28Thematic

Bernstein·2026-08-28Sector

PYPLPayments·Neutral

Research: Broker notes on sectors, macro, rates and strategy

US Communications Infrastructure & Global Digital Assets Neocloud 2Q 2026 Round-up-All about timing

US Industrials (August): What's driving mfg. activity? Broadbased growth or second-order data center exposure?

India Strategy: AI & Jobs-the impending displacement

Global Luxury Goods-Another Chinese false dawn-

ASML High-NA EUV Primer - The shrinking never stops

Software AI-driven hiring boom creating seat-based tailwinds

Asia Emerging Robotics Asia Emerging Robotics-The Barometer (July-August 2026)

Asian Industrial Technology: Asian Industrial Tech: The Barometer (July August 2026)

Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX-More on Direct-to-Device Mobile - what would a buildout cost- Our detailed bottom-up estimates

Global Energy Storage: Battery Weekly 24 August

Digital Ads-When does Meta overtake Google Search

The Digital Assets Memo: 'No guidance' Warsh, AI optimism and the debasement trade (124 n)

Asia Tech Hardware 2Q26 PCB market update - revenue growth accelerates, profitability improves

Weekend Consumer Blast: HOW much is my chocolate bar?!

Global Hotels & Leisure: Cruise: A primer on Cruiselines in 2026

Global Memory: An AI memory primer

U.S. Medical Devices + U.S. Life Science Tools & Diagnostics U.S. Medtech Tools: Highlights from our Makings of Medtech private company symposium

Asia Quant Strategy: Free Cashflow growth matters, especially in Tech...but the cycle is in late stages

Weekend Healthcare Pulse: How can I get rid of reading glasses? A closer look at Presbyopia treatment alternatives

Payments, Processors & IT Services PayPal-Stripe Advent: Deal is off the table. What's next?