Nvidia-OpenAI partnership theme seems to be a shortage of compute, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein senior semiconductor analyst, joins 'The Exchange' to discuss the Nvidia and OpenAI partnership, key takeaways and much ...
Monday, October 6, 2025
Tag: Rasgon
Nvidia’s data center opportunity is still enormous and it’s early, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss the analyst's thoughts on Nvidia's quarterly earnings results, the China ...
Bernstein’s Stacy Rasgon on selling U.S. chips to China
Stacy Rasgon, Bernstein Research senior analyst, joins CNBC’s ‘The Exchange’ to discuss selling U.S. chips to China, the strategic risks ...
It’s Nvidia’s game to lose in semiconductor competition, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein chip analyst, joins 'Closing Bell' to discuss the semiconductor space as the sector continues to grow in ...
Broadcom has the second best AI story in chip space, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein U.S. semiconductor senior analyst, joins 'Closing Bell' to discuss Nvidia and playing the chip space. source
Bernstein’s Rasgon on AMD earnings: AI story is all that matters to investors
Stacy Rasgon, Bernstein, joins 'Fast Money' to talk what to expect from tech earnings next week. For access to live ...
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