Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-02Sector

MSFT CRM MDB ORCL SNOW

Bernstein·2026-10-02Sector

LLYROG.SWZEAL.CO

Bernstein·2026-10-02Sector

CEG NEE VST

Bernstein·2026-10-02Sector

ELE.MCELI.BRENGI.PAIBE.MCNG.LRED.MCRENE.LSSSE.LTRN.MI

Bernstein·2026-10-02Sector

NVT VRT

Bernstein·2026-10-02Sector

SUNB.LURI.US

Bernstein·2026-10-02Sector

ABNB BKNGEXPE.USTRIP.US

Bernstein·2026-10-02Sector

DTE.DETEF.MCVOD.L

Bernstein·2026-10-02Sector

COSTDG.USDLTR.USFIVE.USTGT.USWMT

Bernstein·2026-10-02Sector

ASTS SPCX TMUS T VZ

Bernstein·2026-10-01Sector

ATI.USCRS.USGEHWM.USRR.L

Bernstein·2026-10-01Thematic

CRWVDLR.USEQIX VRT

Bernstein·2026-10-01Thematic

NTPC.NS

Bernstein·2026-10-01Thematic

CFR.SWMC.PARMS.PATITAN.NS

Bernstein·2026-09-29Thematic

Bernstein·2026-09-29Sector

LYFT.USUBER

Bernstein·2026-09-29Sector

1801.HK2359.HK600276.SHONC.US

Bernstein·2026-09-29Sector

ANET CIEN CLS COHR CSCO GLW LITEUS networking & optical·OverweightCelestica·Top pick

Bernstein·2026-09-29Sector

CFR.SWMC.PARMS.PAGlobal luxury goods·Underweight

Bernstein·2026-09-29Sector

3382.T3563.T7532.T8267.TFood & Life Companies·Top pick

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

Global Software How do the AI Labs and neoclouds impact Cloud (IaaS PaaS)

US Biopharma EASD Lilly extends its lead as EloraTZP and Retatrutide raise the efficacy (& low dose tolerability) bar

Americas Energy & Transition: Americas Power and Energy Transition: Dear PJM, It's not you..oh wait-it IS you!

European Utilities & Clean Energy Regulated Networks Primer series: Part 3: Growth and Capex Outlooks in European Power networks

U.S. Multi Industry & Electrical Equipment US Multis Preview (Vertiv nVent): Re-iterate long-term Outperform on both names but tactically prefer NVT in 3Q

European Business Services US Rental Equipment Rental Rates and Demand remain strong into the end of Summer

Global Hotels & Leisure: Online Travel: Key takeaways from our AI vs OTA debate with Founder of DirectBooker, Sanjay Vakil

European Telecom Services Quick Take: German telcos -Chinese equipment rip-and-replace under current rules?

US Broadlines Retail Consumer Survey 2026, Part II Value & experience drive visits

US Telecom and Aerospace & Defence US Telecom: Three's Company -searching for a Starlink alternative

Global Aerospace & Defense Commercial Aircraft: The equipment market? Good -But, engines are better!

US Communications Infrastructure: U.S. Data Center Capacity: Your seat is skewing your numbers. Five ways to forecast DC capacity (and our definitive view)

Bernstein Energy & Power: The rise of 'Electro-states'...

Weekend Consumer Blast: How the other half lives ... wooing India's wealthy.

Asia Quantitative Strategy: Gen AI in Asset Management,Chat with Co-founder & CEO of Writer - Key Takeaways & Replay

US Emerging Internet: Autonomous Vehicles: The Robotaxi race is on

China Pharma and Biotech China Next Winners: More than AIDD-drug development in the AI age

US Networking & Communications Equipment US Networking: Scaling the bandwidth wall. Initiating with a positive view

Global Luxury Goods & China Macrofinancial: The hoped-for Ushaped recovery looks in fact like an L

Japan Retail: Why an 8% grocery tax cut could put further pressure to domestic retailers- downgrading PPIH to MarketPerform