Melius Research’s Ben Reitzes: Nvidia’s clearance to resume China sales is good news for AMD as well
Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia following the company's ...
Wednesday, July 23, 2025
Tag: Melius
Melius on Broadcom earnings: We see good things coming
Ben Reitzes, Melius Research head of technology research, joins 'Squawk on the Street' to discuss what to expect from Broadcom's ...
‘Constraints’ on Nvidia mean ‘more is coming later,’ says Melius Research’s Ben Reitzes
Ben Reitzes, Melius Research head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia, reactions ...
There’s a ton of upside to Nvidia’s growth estimate next year, says Melius’ Ben Reitzes
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Nvidia's bull run, market outlook, demand for ...
Melius’ Ben Reitzes on why Nvidia remains his top chip stock
Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss the recent global chip stocks rally, AI ...
Long-term AI will ‘eat a lot of software’, says Melius’ Ben Reizes
Ben Reitzes, Melius Research Head of Technology Research, joins 'Closing Bell Overtime' to talk Google pulling back today on SearchGPT ...
Delta and United ‘remain top tier’ in the airline industry, says Melius’ Connor Cunningham
Connor Cunningham, Melius Research Director, joins 'Closing Bell Overtime' to talk United Airlines earnings. For access to live and exclusive ...
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