Bernstein expects 'aggressive' rulemaking from SEC, CFTC, following CLARITY Act failure
Bernstein said the federal agencies will publish new regulations to compensate for the time lost negotiating the CLARITY Act, after its cloture vote failed on…


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Bernstein said the federal agencies will publish new regulations to compensate for the time lost negotiating the CLARITY Act, after its cloture vote failed on…

The bank initiated coverage of the e-commerce company with an outperform rating.
Bernstein expects Bitcoin to reclaim $125,000 by late 2026 before reaching $300,000 in 2029 under its base case, with a bull case of $500,000.

The analysis carries clear implications for U.S. incumbent carriers AT&T (NYSE: T), Verizon (NYSE: VZ), and T-Mobile (NASDAQ: TMUS), all of which face the pros…

Investors have yet to fully appreciate Wayfair's momentum, according to Bernstein.

Bernstein said Congress's failure to pass the CLARITY Act's could trigger another leg down for crypto valuations and accelerate policy support from US regulato…

Bernstein analysts remain bullish on the Bitcoin mining sector, as deals with third-party providers will be necessary to address the computing power limits of…

Affirm Holdings could rise on several tailwinds, including an expansion of the total addressable market for buy now, pay later services, per Bernstein.

The firm reiterated its outperform rating on the stock and hiked its price target.



The investment firm has an outperform rating on the memory name.

Bernstein says platforms are bringing exchange, clearing and brokerage infrastructure in-house, setting up potential deals while increasing antitrust and regul…

Bernstein says the 2026 FIFA World Cup could inject billions into prediction markets, with Coinbase and Robinhood positioned to capture a wave of new users.

Figure Technology Solutions latest quarterly results showed Bernstein analysts just how different it is from most balance sheet-based fintech lending platforms.

Bernstein points to Figure's expansion beyond home equity lending into blockchain-based credit, as tokenization begins to scale across broader loan markets.

As Bitcoin miner IREN shifts toward AI cloud infrastructure, leveraging a Microsoft deal and GPU expansion, analysts expect mining revenue to decline over time.

The investment bank said volumes will reach an estimated $240 billion in 2026 and grow at a 80% compound annual rate between 2025 and 2030.

Bernstein says Figure may be undervalued as loan volumes surge and its tokenized credit platform expands, despite recent stock declines and market volatility.

Analysts say new US stablecoin rules may hit yield distribution, not issuers, as USDC growth in payments and trading continues to accelerate.

Bernstein says agentic AI payments could boost stablecoin demand over time, even as current machine payment volumes remain small and disputed.

Whether China or the U.S. wins the race for artificial intelligence ultimately relies on the ability to power the new technology, according to Bernstein.

ETF inflows and continued corporate buying are gradually reshaping Bitcoin's ownership structure, Bernstein analysts say.

Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.

Shares of the stablecoin issuer have seemingly decoupled from the broader crypto market, gaining 49% this year and doubling since early February.

ITS HAPPENING | Timcast IRL #1453 w/ Robbie Bernstein

Despite a sharp decline in Bitcoin prices, analysts at Bernstein argue that the current downturn does not resemble a traditional bear market.

After beating Tesla in the number of electric vehicles sold, BYD has another big business that investors have yet to fully appreciate, according to Bernstein.

Bitcoin's latest rally may stretch further than past cycles - potentially running into 2026, and even peaking in 2027, according to a team of Bernstein analyst…
The firm downgraded the Chinese electric vehicle stock to market perform from outperform.

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