Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-28Sector

CATLChina ESS battery shipments: 1,206GWh2026

Bernstein·2026-10-28Sector

CRM MSFT ORCL SNOW

Bernstein·2026-10-27Thematic

CART.USDASH UBER

Bernstein·2026-10-27Sector

GOOGL PINS RDDT SNAP

Bernstein·2026-10-27Thematic

SKHYNIX SMSN KIOXIA MU SNDK STX WDC

Bernstein·2026-10-27Sector

AMD INTC

Bernstein·2026-10-27Sector

AMZN EBAYETSY.USSHOPW.US

Bernstein·2026-10-27Sector

002475.SZXIAOMI2454.TW3008.TWAAPLSOI.PAMediaTek·Top pick

Bernstein·2026-10-26Sector

COIN CRCL FIGR HOOD

Bernstein·2026-10-26Sector

CART.USDASH UBER

Bernstein·2026-10-26Sector

DASH UBER WMT

Bernstein·2026-10-26Sector

COP CVXDVN.USFANG.USXOMExxonMobil·Top pickIntegrated oils·Overweight

Bernstein·2026-10-26Sector

006400.KS051910.KS373220.KS

Bernstein·2026-10-26Sector

HLT.USH.USIHG.LMAR

Bernstein·2026-10-26Sector

006400.KSGM.US

Bernstein·2026-10-25Sector

ABBV AMGNBMY.USGILD LLY MRK MRNA PFE

Bernstein·2026-10-23Sector

CHTR.USCMCSA SPCX TMUS T VZ

Bernstein·2026-10-23Sector

B.USNEMRIO.L

Bernstein·2026-10-23Sector

TRN.MI

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

Global Energy Storage: Global ESS TRACKER -September 2026: Strong ESS tenders signal continuing growth

Global Software How crowded is software as we enter Q4'26

US Emerging Internet: DoorDash and Instacart,Could a deal face antitrust scrutiny? Four ways to define a market..

U.S. Internet: Digital Ads 3Q26: On to the next story

U.S. IT Hardware Global Memory & Storage: HBF Deep Dive - Could HBF be the solution to the Memory bottleneck?

U.S. Semiconductors: Intel, AMD: Something for everyone? Q326 preview

US Internet US eCommerce: Tricks, treats, Q3 eComm beats?

Global Semiconductors & Hardware China Smartphone Tracker (September): A temporary boost from iPhone 18

Global Digital Assets Q3 preview: HOOD, COIN, CRCL, FIGR-New product growth in focus

US Emerging Internet CART, DASH, UBER: Instacart puts itself on the shopping list? Our take on the M&A chatter

US Retailing, Internet & Restaurants Walmart, DoorDash, Uber, Restaurants: Walmart enters Restaurant Delivery...can it deliver the economics

Americas Oil: Gasoline is stickier than oil...what previous boom cycles tell us about the velocity of crude & products

Global Energy Storage: Korean 3Q Preview-AIDC demand supports margin recovery

Global Hotels & Leisure Global Hotels: The price of success-a 2026 RevPAR index

Global Energy Storage: Battery Weekly 26 October

U.S. Technology U.S. Tech Hardware Semis Networking: How crowded are hardware and semis as we enter H2'26?

US Biopharmaceuticals: US Biopharma @ ESMO-the most impactful data presented thus far (& implications for our coverage)

US Telecom: SpaceX in Talks for an 80K Tower Deal-A Potential Point of No Return and Implications for US Telcos

Global Metals & Mining: The fastest & most elastic pound of copper comes from recycling

Bernstein Energy & Power: Different WACCs, different multiples for gas and power networks