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Bernstein's Stacy Rasgon - 15 Bernstein - 15 Bernstein's Stacy Rasgon Stacy Rasgon - 9 Stacy Rasgon - 8 Huang - 3 Toshiya Hari - 3 Goldman Sachs - 3 Jensen - 2
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San Jose 2H24 Wells Fargo Wells Fargo Howden GTLS Mizuho San Jose , California Mirova
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Search resuls for: "Bernstein's Stacy Rasgon"


25 mentions found


☆ Bernstein's Stacy Rasgon previews AMD ahead of its earnings
  + stars: | 2024-04-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon previews AMD ahead of its earningsStacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss AMD ahead of the company's earnings report.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon, Bernstein Organizations: AMD
☆ Bernstein's Stacy Rasgon previews Intel shares ahead of earnings
  + stars: | 2024-04-25 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon previews Intel shares ahead of earningsStacy Rasgon, Bernstein Research, joins 'Closing Bell' to discus two big semiconductor stocks Nvidia and Intel, which reports its earnings after the bell.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon Organizations: Bernstein Research, Nvidia, Intel
☆ Overall impact of China's potential chip ban won't be that big, says Bernstein's Stacy Rasgon
  + stars: | 2024-03-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOverall impact of China's potential chip ban won't be that big, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein semiconductor analyst, joins 'Power Lunch' to discuss why Rasgon has kept his forecasts the same for Intel and AMD, whether the potential chip ban could escalate trade tensions, and more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein, Rasgon Organizations: Intel, AMD
☆ All the big Nvidia calls after AI conference: Goldman raises target to $1,000, JPMorgan sees 'dominance'
  + stars: | 2024-03-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Goldman Sachs Goldman Sachs' Toshiya Hari joined a handful of analysts turning more bullish on the chipmaker following the keynote event, boosting the firm's price target to $1,000 from $875. Wells Fargo Wells Fargo analyst Aaron Rakers said Nvidia didn't shock investors with any unexpected updates, but he still raised his price target to $970 from $840. Sur retained his overweight rating and $850 price target. The analyst retained his $1,100 price target and buy rating, citing the company's ongoing leadership within the AI value chain. The analyst retained his outperform rating and $1,000 price target, calling the company's ongoing expansion beyond chips "unmatched."
Persons: Jensen, Blackwell, Hopper, Huang, Morgan Stanley, Joseph Moore, Goldman Sachs Goldman Sachs, Toshiya Hari, Hari, bode, Aaron Rakers, NVDA, Morgan Stanley Morgan Stanley's Joseph Moore, Moore, Harlan Sur, Sur, Bank of America's Vivek Arya, Bernstein, Bernstein's Stacy Rasgon, Taylor Swift Organizations: Nvidia, Wall, Blackwell, Micron Technology, JPMorgan, NVIDIA, Bank of America, Bank of America's, SAP Center Locations: 2H24, Wells Fargo Wells Fargo, San Jose
☆ Tuesday's analyst calls: Time to buy this home improvement giant, Boeing to rally 50%?
  + stars: | 2024-03-19 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +7 min
Mizuho initiated Home Depot with a buy rating, calling for roughly 10% upside. The bank upgraded shares of the industrial equipment manufacturer to a buy rating. Analyst Manav Gupta also lifted his price target to $170 from his prior target of $152. Analyst Gavin Parsons reiterated his buy rating on the stock and price target of $275. The bank initiated coverage of the home improvement stock at a buy rating, setting a price target of $415.
Persons: Mizuho, Manav Gupta, Howden, Gupta, GTLS, — Lisa Kailai Han, Gavin Parsons, Parsons, Fred Imbert, David Bellinger, Bellinger, Wells Fargo, Aaron Rakers, Goldman Sachs, Toshiya Hari, Bernstein's Stacy Rasgon, Taylor Swift, Jensen, Huang Organizations: CNBC, UBS, Boeing, Nvidia, Industries, YE2026E, Department of Energy, Alaska Airlines, Mizuho, SAP Center, Blackwell, ~$ Locations: Howden, GTLS, Mizuho, San Jose
☆ Your complete investing guide to 'AI Woodstock' next week: 3 buys ahead of the event
  + stars: | 2024-03-15 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
The hottest artificial intelligence event of the year kicks off next week, setting the stage for key AI players to see sharp moves. Nvidia's GTC Conference, dubbed "AI Woodstock" by Bank of America, offers an opportunity for the company to showcase its latest AI chip innovations and future vision as it labors to maintain its dominance in the field. The product is expected to offer a slew of "architectural innovations" and better performance than Nvidia's flagship H100 chip, wrote New Street's Pierre Ferragu. According to Wedbush's Matt Bryson, the new chip could benefit the liquid cooling industry that may fuel power-hungry data centers. "As such, we believe any system NVDA announces that includes liquid cooling technology could effectively dictate the path of liquid cooling moving forwards and thereby determining winners and losers in the server and cooling space," Bryson said.
Persons: Cantor Fitzgerald's C.J, Bank of America's Arya, Muse, Arya, Pierre Ferragu, Blackwell, Matt Bryson, Nvidia hasn't, Bryson, He's, Ferragu, Hans Mosesmann, Bernstein's Stacy Rasgon, Melius Research's Ben Reitzes Organizations: Bank of America, NVIDIA, Nvidia, Bank of America's, Blackwell, Devices, AMD, Intel, Micron, Broadcom, PHLX Semiconductor, Oracle Locations: San Jose , California
☆ Watch CNBC’s full interview with Bernstein's Stacy Rasgon and Solus' Dan Greenhaus
  + stars: | 2024-03-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Bernstein's Stacy Rasgon and Solus' Dan GreenhausStacy Rasgon, Bernstein semiconductor analyst, and Dan Greenhaus, Solus Alternative Asset Management chief strategist, join 'Closing Bell' to discuss the chipmakers being down, the bifurcation of the 'Mag 7', and what it all means for the sector.
Persons: Bernstein's Stacy Rasgon, Solus, Dan Greenhaus Stacy Rasgon, Bernstein, Dan Greenhaus Organizations: Asset Management
☆ Nvidia is 'printing money at this point.' What investors are doing after the chipmaker's earnings blowout
  + stars: | 2024-02-24 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
The chipmaker surged 16% on Thursday after posting robust earnings and guidance , contributing to the stock's 59% year-to-date run as investors feast on artificial intelligence stocks. NVDA 1Y mountain Nvidia shares over the last year Nvidia's impressive stock run brings its valuation to elevated levels. That's left some analysts questioning whether earnings upside is already priced in to shares as others wonder how long this astonishing growth cycle can last. Those worries eased after the chipmaker offered its first set of blockbuster earnings numbers, cementing its formidable AI position. NVDA 5D mountain Nvidia shares this past week "It gives me confidence that this story lasts much longer," Harvest's Meeks said.
Persons: That's, Hua Cheng, heightening, Paul Meeks, Ken Mahoney, Greg Bassuk, Nvidia's, Goldman Sachs, Hari, Bernstein's Stacy Rasgon, Jensen Huang, Harvest's Meeks, Tim Arcuri, Cheng of Mirova, Huang Organizations: Nvidia, Portfolio Management, AXS Investments, UBS Locations: Mirova, Charleston , South Carolina
☆ Chip analysts boost Nvidia price targets in race to catch up to chipmaker's relentless 'joyride'
  + stars: | 2024-02-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
That led several Wall Street banks to hike their price targets to account for the unrelenting demand. Bernstein and other Wall Street shops raced to catch up with Nvidia's share price, hiking their price targets in reaction to nonstop demand and the company's enormous total addressable market. Rasgon's new target was the equivalent of 48% upside from Wednesday's close, while the average price target according to FactSet implied more than 22% upside. Bank of America's Vivek Arya also lifted his Nvidia price target to $925 per share, equal to about 37% upside. JPMorgan analyst Harlan Sur boosted his price target to $850 to reflect strong data center growth and future product launches.
Persons: Bernstein's Stacy Rasgon, Bernstein, America's Vivek Arya, Harlan Sur, allaying, Sur, Goldman Sachs, Toshiya Hari, Morgan Stanley's Joseph Moore, Moore, Deutsche Bank's Ross Seymore, Seymore, Timothy Arcuri, Arcuri, — CNBC's Michael Bloom Organizations: Nvidia, Bank, America's, JPMorgan, Deutsche, UBS Locations: CY24
☆ Nvidia is still the cheapest of all the 'AI stocks', says Bernstein's Stacy Rasgon
  + stars: | 2024-02-21 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia is still the cheapest of all the 'AI stocks', says Bernstein's Stacy RasgonRitholtz’s Josh Brown, Requisite’s Bryn Talkington and Bernstein’s Stacy Rasgon, join 'Closing Bell' to discuss Nvidia ahead of earnings, the drop in shares of Palo Alto and their market outlooks.
Persons: Bernstein's Stacy Rasgon Ritholtz’s Josh Brown, Requisite’s Bryn, Bernstein’s Stacy Rasgon Organizations: Nvidia, Palo Locations: Palo Alto
☆ Nvidia's earnings numbers will continue to go up, says Bernstein's Stacy Rasgon
  + stars: | 2024-02-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's earnings numbers will continue to go up, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein Research senior analyst, joins 'Squawk on the Street' to discuss what Nvidia has to do to continue its upward trajectory, what could be new business for Nvidia, and more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon Organizations: Bernstein Research, Nvidia
☆ It's Nvidia's game to lose and it's not losing, says Bernstein's Stacy Rasgon
  + stars: | 2024-01-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's Nvidia's game to lose and it's not losing, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein chip analyst, joins 'Closing Bell' to discuss AMD ahead of its earnings and the hype around AI in the semiconductor sector.
Persons: it's, Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein Organizations: AMD
☆ AMD's AI narrative overshadowed last years' misses, says Bernstein's Stacy Rasgon
  + stars: | 2024-01-19 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD's AI narrative overshadowed last years' misses, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein, joins 'Fast Money' to talk the recent tech run and its impact on the AI and semiconductor sector.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein
☆ Nvidia's product roadmap is evolving, says Bernstein's Stacy Rasgon
  + stars: | 2024-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's product roadmap is evolving, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior analyst, joins 'Squawk on the Street' to discuss what's happening with AMD's stock right now, if other tech companies are closing the gap to Nvidia, and more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein Organizations: Nvidia
☆ Watch CNBC's full interview with Bernstein's Stacy Rasgon, Odyssey’s Jason Snipe and Virtus' Joe Terranova
  + stars: | 2023-11-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bernstein's Stacy Rasgon, Odyssey’s Jason Snipe and Virtus' Joe TerranovaStacy Rasgon, Bernstein senior analyst, Jason Snipe, chief investment officer at Odyssey Capital Advisors, and Joe Terranova, Virtus Investment Partners chief market strategist, join 'Closing Bell' to discuss chip giant Nvidia ahead of the company's earnings report.
Persons: Bernstein's Stacy Rasgon, Jason Snipe, Joe Terranova Stacy Rasgon, Bernstein, Joe Terranova Organizations: Virtus, Odyssey Capital Advisors, Virtus Investment Partners
☆ Nvidia is a must own in the AI race, says Bernstein's Stacy Rasgon
  + stars: | 2023-11-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia is a must own in the AI race, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior analyst, joins 'Closing Bell Overtime' to talk Nvidia's new AI chip, competition in the semiconductor space, Nvidia earnings and more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein Organizations: Nvidia
☆ Everything looks to be holding up 'for now', says Bernstein's Stacy Rasgon on NXP earnings
  + stars: | 2023-11-06 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEverything looks to be holding up 'for now', says Bernstein's Stacy Rasgon on NXP earningsStacy Rasgon, Bernstein Senior Analyst, joins 'Closing Bell Overtime' to talk NXP Semi earnings and the semiconductor space-at-large.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon, Bernstein
☆ Bernstein's Stacy Rasgon previews Intel ahead of earnings
  + stars: | 2023-10-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon previews Intel ahead of earningsStacy Rasgon, Bernstein Research analyst, joins 'Closing Bell' to discuss Intel ahead of the company reporting earnings after the bell today.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon, Bernstein Organizations: Bernstein Research, Intel
☆ Bernstein's Stacy Rasgon reacts to reports of Nvidia & AMD's plan to use ARM-based chips
  + stars: | 2023-10-23 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon reacts to reports of Nvidia & AMD's plan to use ARM-based chipsStacy Rasgon, Bernstein Research analyst, joins 'Closing Bell' to discuss the news reports that Nvidia and AMD are working on Arm-based PC chips.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon, Bernstein Organizations: Nvidia, ARM, Bernstein Research, AMD
☆ Cracks are forming in the auto industry, says Bernstein's Stacy Rasgon
  + stars: | 2023-10-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCracks are forming in the auto industry, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein Research managing direction and senior analyst, joins 'Closing Bell' to discuss the semiconductor industry outlook ahead of earnings, cracks in the autos industry, and more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon Organizations: Bernstein Research
☆ Breaking down Nvidia's bounce back with Bernstein's Stacy Rasgon
  + stars: | 2023-08-15 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBreaking down Nvidia's bounce back with Bernstein's Stacy RasgonStacy Rasgon, Bernstein Research analyst, joins 'Closing Bell' to discuss Nvidia's bounce back ahead of the company reports earnings.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein Organizations: Bernstein Research
☆ Bernstein's Stacy Rasgon breaks down what to expect from AMD upcoming earnings report
  + stars: | 2023-08-01 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon breaks down what to expect from AMD upcoming earnings reportStacy Rasgon, Bernstein Research, joins 'Closing Bell' to discuss AMD's shares ticking up ahead of its earnings report.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon Organizations: AMD, Bernstein Research
☆ There could be an upside for Intel in the back half of the year, says Bernstein's Stacy Rasgon
  + stars: | 2023-07-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere could be an upside for Intel in the back half of the year, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein's senior semiconductor analyst, joins 'Closing Bell' to discuss what to expect from Intel's quarterly earnings results, competitors in Intel's field, and what needs to happen to modify Intel's rating to buy.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon Organizations: Intel
☆ Bernstein's Stacy Rasgon breaks down the second-half playbook for chip stocks
  + stars: | 2023-07-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBernstein's Stacy Rasgon breaks down the second-half playbook for chip stocksStacy Rasgon, Bernstein senior semis analyst, joins 'Squawk on the Street' to discuss competition in the semiconductor market, export controls on Chinese semiconductors, and the strength of semiconductor demand.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon, Bernstein
☆ Here's why Bernstein's Stacy Rasgon thinks Intel stock may be bottoming
  + stars: | 2023-06-22 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Bernstein's Stacy Rasgon thinks Intel stock may be bottomingStacy Rasgon, Bernstein's senior semiconductor analyst, joins 'The Exchange' to discuss finding the bottom of Intel stock, Intel's cost-saving efforts, and competition in the semiconductor space.
Persons: Bernstein's Stacy Rasgon, Stacy Rasgon Organizations: Intel
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