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 ...
Sunday, March 1, 2026
Tag: Reitzes
‘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 ...
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