Browsing Tag
Bernstein
11 posts
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
TeraWulf (NASDAQ: WULF) HPC pivot meets execution test as Lake Mariner ramps
TeraWulf (NASDAQ: WULF) signed USD 13B of AI hosting backlog with Google in the deal. The real test is whether Lake Mariner delivers on time.
Broadcom (AVGO) drops after hours despite record revenue and 143% AI chip growth
Broadcom posted record revenue up 48% and AI chip sales up 143%, then fell as much as 14% after hours. A blowout met expectations too high to satisfy.
PDD Holdings ($PDD) posts a double miss and unveils RMB 100bn supply chain reset as Temu margins erode
PDD Holdings missed Q1 estimates and pledged RMB 100B to supply chain and brand investment, triggering a 10% drop and a wave of analyst downgrades on Temu and Pinduoduo. Read more.
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
DoorDash (NASDAQ: DASH) adds 350-plus regional grocery stores as it tightens hold on U.S. third-party delivery
DoorDash is no longer chasing national grocery chains. It is locking up regional banners Instacart cannot afford to lose. DASH earnings land May 6.
Adani Enterprises (NSE: ADANIENT) at crossroads as copper smelter and airport listings approach
Adani Enterprises (NSE: ADANIENT) trades at ₹2,129 with copper commissioning imminent and airport listings on the horizon. Full retail investor roadmap for 2026.
Broadcom (AVGO): Trading below its high, guiding to record revenue. What retail investors should know
Broadcom (AVGO) secured long-term AI chip deals with Google and Anthropic in April 2026. Here is the full retail investor roadmap: revenue, risks, and what happens next.
Adani Power (NSE: ADANIPOWER): What’s driving the Q4 FY26 earnings moment and the Rs 2 lakh crore expansion bet
Adani Power (NSE: ADANIPOWER) faces Q4 FY26 results on April 28. Here's what the MSEDCL contract, 41.87 GW expansion, and profit decline mean for retail investors.