Bernstein Upgrades Zscaler to $298 Target, Downgrades Palo Alto Networks
Bernstein pivots on cybersecurity, favoring Zscaler's valuation upside while downgrading Palo Alto Networks due to integration costs and slowing growth comparisons.
Bernstein pivots on cybersecurity, favoring Zscaler's valuation upside while downgrading Palo Alto Networks due to integration costs and slowing growth comparisons.
CoreWeave stock faces short-term volatility as analysts weigh the impact of a potential AI training slowdown on the company's significant rural data…
Bernstein analysts caution that CoreWeave's rural-heavy infrastructure is poorly positioned for a shift toward real-time AI inference, threatening future growth despite current…
Bernstein’s warning on AI training slowdowns triggered a sector-wide sell-off, forcing investors to differentiate between rural-heavy infrastructure providers and metro-focused data center…
While Bernstein projects Bitcoin reaching $150,000 by December, prediction markets assign a mere 3% chance to the forecast, with traders betting on…
Bernstein analysts forecast a potential $300,000 valuation for Bitcoin by 2029, citing institutional inflows and the asset's utility as a hedge against…
Bitcoin rallied above $81,000 on Thursday and climbed further Friday, boosted by falling Treasury yields and easing Federal Reserve rate-hike worries, with…
Quantum-resistant Bitcoin upgrades, a major 18.9M SOL supply burn, and Bernstein's bullish $500K BTC forecast headline this week's crypto digest.
Bernstein's latest Bitcoin forecast calls for a rebound to $125,000 by late 2026, followed by a $300,000 base-case cycle peak in 2029,…
Bernstein projects Bitcoin to reclaim $125,000 by late 2026 and reach $300,000 by 2029 under its base case, with a bull case…
Bernstein sees a new USDC growth cycle as the stablecoin's supply jumps $2 billion in seven days, supporting a $140 price target…
Texas Governor Abbott’s temporary halt on ERCOT data center approvals will not impact Bitcoin miners’ existing electricity agreements, according to Bernstein, keeping…