Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-11-01Thematic

EQIX ETN HUBB PWRSU.PAVRT

Bernstein·2026-10-27Thematic

CART.USDASH UBER

Bernstein·2026-10-27Thematic

SKHYNIX SMSN KIOXIA MU SNDK STX WDC

Bernstein·2026-10-22Thematic

Bernstein·2026-10-16Thematic

GSK.L

Bernstein·2026-10-13Thematic

Bernstein·2026-10-11Thematic

ETN PWR

Bernstein·2026-10-09Thematic

HWM.USSPCX

Bernstein·2026-10-09Thematic

DLR.USEQIX

Bernstein·2026-10-09Thematic

3692.HK4519.T603259.SHJNJ

Bernstein·2026-10-09Thematic

COP CVX XOM

Bernstein·2026-10-09Thematic

BYD175.HK2333.HK7203.T

Bernstein·2026-10-06Thematic

ADYEN.ASAFRM.USAMZNFISV.USKLAR.USMA META PYPL V XYZ

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·2026-09-28Thematic

TENCENT BABA

Bernstein·2026-09-28Thematic

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

U.S. Electrical Equipment: AI Data Centers: Valuing the Vote-Your Playbook For Navigating the 2026 Midterms

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

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

Asia Quantitative Strategy: Gen AI in Asset Management: Key takeaways from New York Symposium

Weekend Healthcare Pulse: How can you cut Alzheimer's risk if you're not a London cab driver?

European Transport Freight Forwarding: A primer-Solving the problems you never knew your supply chain had

Asia Quantitative Strategy Gen AI in Asset Management: Chat with CPO of Fundamental Research Labs-Key Takeaways & Replay

US Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction & Cancellations (Sept '26)

Global Aerospace & Defense SpaceX, Howmet: Two ways to kill data centers on earth? Our Bernstein Data Center Day presentation

US Communications Infrastructure: The Bernstein Data Center Atlas: An interactive, in-depth, virtual data center walk through

Global Biopharma Mid-sized molecules: The new frontier for biopharma and CDMOs

Bernstein Energy & Power: The risk framework for oil & gas will never be the same

Asia Consumer Blast: Bangkok Auto Showdown. When flood hits — Toyota has the service network, BYD brings the lifeboat

Consumer AI Agents: Is this the Wild West? How will incumbents respond?

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

China Internet: China Next Winners: AI harnesses, and the battle for context lock-in

Asia Quantitative Strategy China Next Winners: China's AI-Native Asset Managers...Leading the Next Frontier of Enterprise AI Architecture