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Bernstein's Stacy Rasgon Stacy Rasgon - 2 Nvidia's - 1 Bernstein's Stacy Rasgon Bryn Talkington - 1 Stacy Rasgon - 1 Bernstein - 1
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☆ Intel's near-term fundamentals look as bad as they can get, says Bernstein's Stacy Rasgon
  + 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 EmailIntel's near-term fundamentals look as bad as they can get, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein's senior semiconductor analyst, joins 'The Exchange' to discuss finding the bottom of Intel's stock, Intel's cost saving efforts, and competition in the semiconductor space.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon
☆ AMD is 'very early' in its A.I. journey, says Bernstein's Stacy Rasgon
  + stars: | 2023-06-13 | 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 EmailAMD is 'very early' in its A.I. journey, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein Research, joins 'Closing Bell' to discuss AMD shares moving lower after it reveals new graphics chip it hopes will rival Nvidia's A.I.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Nvidia's Organizations: AMD, Bernstein Research
☆ This is just the beginning of Nvidia's long-term upside, says Bernstein's Stacy Rasgon
  + stars: | 2023-05-30 | 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 EmailThis is just the beginning of Nvidia's long-term upside, says Bernstein's Stacy RasgonBryn Talkington, Requisite Capital Management managing partner, and Stacy Rasgon, Bernstein senior research analyst, join 'Closing Bell' to discuss Nvidia as the company crossed the $1 trillion mark today.
Persons: Bernstein's Stacy Rasgon Bryn Talkington, Stacy Rasgon, Bernstein Organizations: Capital Management, Nvidia
☆ Bernstein's Stacy Rasgon previews AMD ahead of the company reporting earnings
  + stars: | 2023-05-02 | 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 AMD ahead of the company reporting earningsStacy Rasgon, Bernstein senior analyst, joins 'Closing Bell' to discuss AMD ahead of its earnings report.
☆ Tech ripped higher to start the year. Here's how the pros are trading the sector in the new quarter
  + stars: | 2023-04-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +10 min
After the worst year for tech since 2008 , many investors questioned whether the market could move higher in the new year without the sector's cooperation. Names such as Apple , Microsoft and Amazon gained about 27%, 20% and 23% in the first quarter, respectively, as yields pushed lower. Amid this backdrop, Alphabet shares gained 17.6% in the first quarter as the company launched it's Bard chatbot rival. Not all investors view big tech so optimistically heading into the new quarter. Much of the surge in tech stocks stems from the oversold conditions created during 2022's carnage, positioning many of these stocks for a bounce, Meeks said.
☆ Nvidia's stock has climbed as Wall Street bets on A.I. Why investors say its promise is worth the premium
  + stars: | 2023-03-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
NVDA YTD mountain Nvidia shares so far this year Nvidia's stock' is trading at a forward price-to-earnings ratio of roughly 58 times. The focus on Nvidia's capabilities in this area have only grown since it unveiled new AI technologies at its GTC conference. On the heels of the conference, Goldman Sachs called the chipmaker a "key AI enabler," while Bank of America said Nvidia's AI dominance could "reshape the existing tech industry." That's in part because along with the hardware and software, Nvidia offers the engineers and relationships with both end-users and research organizations, which could stunt competitor plans from the get-go, Freund explained . Because so many engineers are already using Nvidia's software, some companies may face resistance if attempting to transition to a new language, explained Pieran Maru, an investment analyst at global asset management firm GAM Investments.
☆ For Intel, not getting worse is almost as good as getting better: Bernstein's Stacy Rasgon
  + stars: | 2023-03-29 | 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 EmailFor Intel, not getting worse is almost as good as getting better: Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior analyst, joins 'Closing Bell' to discuss the accelerated growth in A.I.
☆ Cramer's Mad Dash: Here's why Bernstein gave Nvidia a 'buy' rating
  + stars: | 2023-02-27 | 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 EmailCramer's Mad Dash: Here's why Bernstein gave Nvidia a 'buy' ratingCNBC's Jim Cramer looks at a buy recommendation from Bernstein's Stacy Rasgon.
☆ Analysts praise Nvidia's results, call A.I. opportunities the next big growth vector for the chipmaker
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Strong overall results from Nvidia and more artificial intelligence developments outweigh the chip stock's gaming center miss in its recent quarterly print, analysts say. The chipmaker on Wednesday posted better-than-expected quarterly results , driven by growth in its data center business that includes AI chips. CEO Jensen Huang added during a call with analysts that AI is at an "inflection point," leading businesses to purchase its chips for machine learning software. And, while the company's gaming business is unlikely to rebound to its pandemic heights, it looks "largely derisked" going forward, wrote Morgan Stanley's Joseph Moore. He added that this segment could become a steady 10% growth business for the chip maker.
☆ Bernstein's Stacy Rasgon says he's betting on A.I. in Nvidia earnings
  + stars: | 2023-02-22 | 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 EmailBernstein's Stacy Rasgon says he's betting on A.I. in Nvidia earningsStacy Rasgon, Bernstein Research, joins 'Closing Bell' to weigh in on Intel and Nvidia ahead of their respective earnings.
☆ Bernstein's Stacy Rasgon weighs in on AMD earnings
  + stars: | 2023-01-31 | 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 weighs in on AMD earningsStacy Rasgon, Bernstein Research senior analyst, joins 'Closing Bell: Overtime' to weigh in on AMD earnings.
☆ Intel CEO Pat Gelsinger talks about huge Q4 earnings miss and analysis by Bernstein's Stacy Rasgon
  + stars: | 2023-01-27 | by ( Alison Conklin | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel CEO Pat Gelsinger talks about huge Q4 earnings miss and analysis by Bernstein's Stacy RasgonIntel CEO Pat Gelsinger discusses his company's disastrous earnings results and forecast, followed by reaction from Bernstein Senior Analyst and Managing Director Stacy Rasgon on CNBC's "TechCheck."
☆ Texas Instruments replaces CEO Rich Templeton with current operating chief Haviv Ilan
  + stars: | 2023-01-19 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Texas Instruments on Thursday announced that its CEO for almost 19 years, Rich Templeton, will step down on April 1 as Haviv Ilan, its chief operating officer, replaces him. But Texas Instruments had carried out a similar plan in 2018 that backfired. "Crutcher resigned due to violations of the company's code of conduct," Texas Instruments said at the time. Ilan arrived at Texas Instruments in 1999 by way of the company acquisition of the Israeli wireless startup Butterfly. Before becoming operating chief at Texas Instruments, he had been senior vice president of its analog signal chain and high-performance analog divisions.
☆ Chip stocks tumbled in 2022. How to play the sector in the new year
  + stars: | 2023-01-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
Semiconductor stocks suffered a series of blows in 2022 as demand for consumer discretionary items fell off a cliff and supply chain disruptions continued. Betting on semiconductor favorites Despite ongoing volatility, some analysts and investors are still betting on once high-flying names in 2023, even though the challenges of 2022 continue. One of those is Advanced Micro Devices, a chip stock commonly connected with PC and server chips that fell hard in 2022. Texas Instruments held up better than the rest of the semiconductor market in 2022, shedding a little more than 12%. Bailey is mostly shying away from former, rapid growth names, with small bets on ASML and Marvell for clients looking for possible higher growth.
☆ Most investors in semis are anticipating a downturn, says Bernstein's Stacy Rasgon
  + stars: | 2022-12-29 | 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 EmailMost investors in semis are anticipating a downturn, says Bernstein's Stacy RasgonBernstein's Stacy Rasgon joins CNBC's Brian Sullivan and the 'CNBC Special: Taking Stock 2023' to discuss his outlook for the semiconductor sector heading into next year.
☆ Semis are falling because of Micron's lower guidance for 2024, says Bernstein's Stacy Rasgon
  + stars: | 2022-12-22 | 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 EmailSemis are falling because of Micron's lower guidance for 2024, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior semiconductor analyst, joins 'Closing Bell' to discuss Micron as the company guided gross margins down.
☆ Watch CNBC's full interview with Bernstein's Stacy Rasgon
  + stars: | 2022-12-06 | 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 EmailWatch CNBC's full interview with Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior analyst and managing director, joins 'TechCheck' to discuss if hesees TSMC's new chip fabrication plant in Arizona as a hedge against woes in China, where Intel is in its ambitions to manufacture chips in the U.S. and more.
☆ Any on-shoring of semiconductor supply chain is beneficial, says Bernstein's Stacy Rasgon
  + stars: | 2022-12-06 | 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 EmailAny on-shoring of semiconductor supply chain is beneficial, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein senior analyst and managing director, joins 'TechCheck' to discuss if he sees TSMC's new chip fabrication plant in Arizona as a hedge against China manufacturing issues, where Intel is in its ambitions to manufacture chips in the U.S. and more.
☆ It's a stock-picker's market in semis, says Bernstein's Rasgon
  + stars: | 2022-11-29 | by ( Melissa Lee | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a stock-picker's market in semis, says Bernstein's RasgonBernstein's Stacy Rasgon on what to expect from chip stocks for the rest of the year. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Dan Nathan, Guy Adami and Steve Grasso.
☆ Bernstein's Stacy Rasgon weighs in on Nvidia's fourth quarter earnings
  + stars: | 2022-11-16 | 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 weighs in on Nvidia's fourth quarter earningsStacy Rasgon, Bernstein chip analyst, joins 'Closing Bell: Overtime' to discuss Nvidia after the company reported earnings.
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