Bernstein sees opportunity in select U.S. retail names as 2025’s tariff-driven volatility gives way to clearer consumer trends and operational differentiation in the second half of the year.

Markets concluded the week with a notable shift in sentiment. After reaching record highs earlier, U.S. stocks closed lower on Friday, impacted by macroeconomic concerns.

From Sam Altman to Mark Zuckerberg, these are the key figures of the tech elite that rules the new global order ...