Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
4:42
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for th…
1 month ago
MSNCNBC
Bernstein's Stacy Rasgon: Nvidia demand still full steam ahead' despite market nerves
5:39
Bernstein's Stacy Rasgon: Nvidia demand still full steam ahead' des…
2 months ago
MSNCNBC
Ton of demand for Nvidia's chips in China, says Bernstein's Stacy Rasgon
4:22
Ton of demand for Nvidia's chips in China, says Bernstein's Stacy Ras…
1 month ago
MSNCNBC
Stacy Rasgon: Qualcomm is executing as well as they ever have
3:20
Stacy Rasgon: Qualcomm is executing as well as they ever have
3 months ago
MSNCNBC
AI demand is off the charts, says Bernstein's Stacy Rasgon
AI demand is off the charts, says Bernstein's Stacy Rasgon
1 month ago
CNBC
We're still early in the AI cycle, says Bernstein's Stacy Rasgon
8:08
We're still early in the AI cycle, says Bernstein's Stacy Rasgon
3 months ago
MSNCNBC
AI worries have climbed but demand is off the charts, says Bernstein's Rasgon
3:12
AI worries have climbed but demand is off the charts, says Bernstein's …
4 months ago
MSNCNBC
6:45
Nvidia upgraded by Bernstein's Stacy Rasgon
Feb 19, 2020
CNBCScott Wapner
4:15
Bernstein's Stacy Rasgon on Intel's AI chip: It wasn't 'surprising' or 're…
Dec 14, 2023
CNBC
4:24
AMD vs. Nvidia: Bernstein's Stacy Rasgon breaks down the state of t…
Jul 30, 2024
CNBC
4:52
Investors are getting excited about Nvidia again, says Bernstein's Sta…
Oct 9, 2024
CNBC
5:08
Nvidia still has legs and room to run, says Bernstein's Stacy Rasgon
Sep 12, 2024
CNBC
6:54
'Hard to see a deal working out' for Intel and Qualcomm, says Bernste…
Sep 23, 2024
CNBC
3:21
Bernstein's Rasgon on opportunities in chip stocks
Jul 8, 2021
CNBC
Bernstein’s Stacy Rasgon on selling U.S. chips to China
2 months ago
MSNCNBC
6:26
Bernstein's Stacy Rasgon: 'It's Nvidia's game to lose', it isn't sho…
10 months ago
MSNCNBC
4:29
Bernstein's Stacy Rasgon: AI trade is back on
7 months ago
MSNCNBC
5:17
Bernstein's Stacy Rasgon on potential impact of tariffs on semi…
10 months ago
MSNCNBC
3:23
Bernstein's Stacy Rasgon: If Nvidia can't play in China we'll hand the …
4 months ago
MSNCNBC
Bernstein's Stacy Rasgon talks Intel's stock seeing best day sinc…
Jan 17, 2025
MSNCNBC
Bernstein's Stacy Rasgon on semiconductor tariffs, impact on s…
6 months ago
MSNCNBC
Bernstein's Stacy Rasgon talks Intel reportedly heading back to the fou…
7 months ago
MSNCNBC
4:27
Bernstein's Stacy Rasgon: Hard to tell where semis will bottom out gi…
4 months ago
MSNCNBC
5:11
Nvidia's CEO is walking a tight rope, says Bernstein's Stacy Rasgon
7 months ago
MSNCNBC
3:28
Intel is not a buy right now, says Bernstein's Stacy Rasgon
4 months ago
MSNCNBC
4:45
Semiconductors have little direct risk from trade war tariffs, says Be…
Feb 4, 2025
MSNCNBC
5:52
I like Nvidia at these valuations with its conference ahead, says Bernst…
11 months ago
MSNCNBC
2:12
Bernstein's Stacy Rasgon breaks down AMD's earnings
Aug 2, 2022
CNBC
4:01
If tech valuations are correct then they are very attractive, says Bern…
10 months ago
Microsoft NewsCNBC
6:01
Compute demand is needed for AI and will be a boon for semis, says …
Jan 27, 2025
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