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Search resuls for: "Stacy Rasgon"


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☆ 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
☆ Here's why Nvidia's stock is trading lower
  + stars: | 2024-03-19 | 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 EmailHere's why Nvidia's stock is trading lowerStacy Rasgon, Bernstein Research senior analyst, joins 'Squawk on the Street' to discuss why Nvidia's stock is lower, top takeaways from Nvidia's developer conference, and how important the creation of the Nvidia ecosystem is to the value of the company.
Persons: Stacy Rasgon Organizations: Bernstein Research, Nvidia
☆ 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
☆ 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
☆ 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 retreats from an all-time high: Here's what you should know
  + 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 EmailNvidia retreats from an all-time high: Here's what you should knowStacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss the chipmakers being down and what it means for the sector.
Persons: Stacy Rasgon, Bernstein Organizations: Nvidia
☆ 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
☆ Watch CNBC’s 'Closing Bell' panel discuss Nvidia ahead of earnings
  + stars: | 2024-02-21 | 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 'Closing Bell' panel discuss Nvidia ahead of earningsRitholtz’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: Josh Brown, Requisite’s Bryn, Bernstein’s Stacy Rasgon Organizations: Nvidia, Palo Locations: Palo Alto
☆ 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
☆ These stocks will be the biggest S&P 500 winners of 2024, according to analysts
  + stars: | 2024-01-01 | by ( Pia Singh | ) www.cnbc.com   time to read: +4 min
Using the CNBC Pro Stock Screener Tool , we looked for S & P 500 stocks that analysts project will have the best performance in 2024 according to their consensus price targets. Halliburton's stock price dipped 8.1% last year, while shares of Marathon Oil similarly went down, losing 10.9%. Analysts' consensus price targets on both stocks indicate more than 34% upside over the next 12 months from Friday's close. Their average price targets suggest shares of Delta Air Lines and United Airlines Holdings have upside of more than 31% and 42%, respectively. Analysts have a consensus price targets of $95.20 on the stock, suggesting shares could gain roughly 28% this year, adding to its 18.3% gains in 2023.
Persons: Stocks, Morgan Stanley, Raymond James, Cowen's, Helane Becker, Becker, Bernstein, Stacy Rasgon Organizations: Nvidia, Warner Bros, CNBC, Halliburton, Marathon Oil, Analysts, UBS, Airlines, Delta Air Lines, United Airlines Holdings, American Express, . Insurance, Arch, Evercore ISI, Arch Capital, Discovery, Moderna Locations: Friday's
☆ Inside Apple’s chip lab, home to the most ‘profound change’ at the company in decades
  + stars: | 2023-12-01 | by ( Katie Tarasov | ) www.cnbc.com   time to read: +13 min
Its most advanced silicon is primarily manufactured by one vendor, Taiwan Semiconductor Manufacturing Company. "We built what we call the unified memory architecture that is scalable across products," Srouji said. Apple's silicon team has grown to thousands of engineers working across labs all over the world, including in Israel, Germany, Austria, the U.K. and Japan. The primary type of chip Apple is developing is known as a system on a chip, or SoC. Apple's senior director of hardware validation Godfrey D'Souza shows off an M3 SoC in an Apple chip lab in Cupertino, California, on November 14, 2023.
Persons: John Ternus, Srouji, we're, Katie Tarasov, Andrew Evers, Ben Bajarin, Bajarin, Apple, Apple there's, Pro Max, Kaiann Drance, That's, who's, Ternus, Nvidia —, Tesla, Stacy Rasgon, Apple's, Godfrey D'Souza, Sydney, they've, Rasgon, Apple's Srouji, It's Organizations: AMD, MU, Apple Watch, U.S, Apple, Intel, Taiwan Semiconductor Manufacturing Company, Microsoft, CNBC, Apple's, Amazon, Google, Tesla, Semiconductor, Creative, Pro, Triple, MacBook Air, Qualcomm, Nvidia, Bernstein Research, Sydney Boyo, Bluetooth, Broadcom, Samsung, Micron, Thursday Apple Locations: Cupertino , California, Israel, Germany, Austria, Japan, Silicon Valley, San Diego, Austin , Texas, AirPods, Taiwan, China, Arizona, Peoria , Arizona, Asia, Europe, U.S
☆ Goldman, JPMorgan and others crank up Nvidia price targets in wake of latest earnings
  + stars: | 2023-11-22 | by ( Alex Harring | ) www.cnbc.com   time to read: +9 min
Several analysts hiked their price targets for the stock to show they expect greater upside ahead after the latest financials. Below, CNBC Pro compiled a list of major investment firms that raised their price targets following the Nvidia report, along with their key conclusions: Goldman Sachs Analyst Toshiya Hari raised the price target by $20 to $625. Morgan Stanley Analyst Joseph Moore added $3 to his price target, bringing it to $603. BMO Capital Markets Like JPMorgan, BMO analyst Ambrish Srivastava hiked his target price by $50 to $650. Bernstein Analyst Stacy Rasgon increased his target price by $25 to $700, equating to 40% upside over the coming year.
Persons: Jensen Huang, chalked, Goldman Sachs, Toshiya Hari, Harlan Sur, Morgan Stanley, Joseph Moore, Aaron Rakers, Vivek Arya, Timothy Arcuri, NVDA, Ambrish Srivastava, Grace Hopper, Ruben Roy, Bernstein, Stacy Rasgon, Vijay Rakesh yanked, 2024E, INTC's, William Stein, Michael Bloom Organizations: Nvidia, CNBC Pro, Center, Foundry Service, JPMorgan, NVIDIA, " Bank of America, NVDA, UBS, BMO, Markets, AMD Locations: China, Tuesday's, CY24, CY25
☆ Nvidia's numbers grew so big so fast investors wonder about sustainability, says Bernstein's Rasgon
  + stars: | 2023-11-21 | 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's numbers grew so big so fast investors wonder about sustainability, says Bernstein's RasgonStacy Rasgon, Bernstein senior analyst, and James Demmert, Main Street Research CIO, join 'Closing Bell Overtime' with reaction to Nvidia's Q3 results
Persons: Bernstein's Rasgon Stacy Rasgon, Bernstein, James Demmert Organizations: Street Research
☆ 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 earnings on deck: What you need to know
  + stars: | 2023-11-21 | 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 earnings on deck: What you need to knowStacy Rasgon, Bernstein senior analyst, 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: Stacy Rasgon, Bernstein, Joe Terranova Organizations: Virtus Investment Partners
☆ Nvidia's AI heft to power results again, Wall St seeks China clarity
  + stars: | 2023-11-20 | by ( Chavi Mehta Arsheeya Bajwa | Chavi Mehta | Arsheeya Bajwa | ) www.reuters.com   time to read: +3 min
But the real focus will be on whether widening U.S. curbs on sales of its high-end chips to China could hamper that run. The results will also be a major test for the AI-powered rally that has helped drive up the U.S. stock market this year, with the Philadelphia semiconductor index (.SOX) up nearly 50% in 2023. The Biden administration last month banned China sales of the H800 and A800 chips that Nvidia had created after previous curbs on exports to the country. Reuters GraphicsCHINA CHIPSBefore the latest China export curbs, demand for Nvidia's H800 chip, a slower version of its flagship AI chip, had outpaced rivals as it was better than the alternatives. "It's possible Nvidia's massive growth will make revenue from China less material over time," Morningstar analysts said.
Persons: Dado Ruvic, Kyle Rodda, Biden, Bernstein, Stacy Rasgon, Arsheeya Bajwa, Chavi Mehta, Devika Organizations: NVIDIA, REUTERS, Nvidia, Wall Street Journal, Reuters Graphics, LSEG, AMD, Web Services, Google, Microsoft, Oracle Cloud Infrastructure, Lambda, Morningstar, Thomson Locations: China, Philadelphia, Reuters Graphics CHINA, Bengaluru
☆ 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
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