Bernstein's Stacy Rasgon on Nvidia GTC: 'I was really happy with what I heard'

Stacy Rasgon, senior analyst at Bernstein, joins 'Squawk on the Street' to discuss Nvidia's growth strategy, semiconductors, ...
CNBC

Bernstein's Stacy Rasgon on the chips sector: The pie is still hopefully getting bigger

Stacy Rasgon, Bernstein senior analyst, joins 'Squawk Box' to discuss the state of the chips sector, impact of AI, his top AI stock picks, and more. Got a confidential news tip? We want to hear from ...

Why ASML stock popped today

Insatiable demand for AI chips could mean more demand for ASML's machines, that make them.
Benzinga.com

Nvidia Has 'Never Been So Cheap,' Bernstein Analyst Says

Bernstein senior analyst Stacy Rasgon made a forceful bull case for Nvidia Corp (NASDAQ: NVDA) on CNBC Tuesday. “I really like Nvidia here,” Rasgon said. “I’ve never seen it so cheap, especially ...
Blockonomi

Bernstein Upgrades Broadcom (AVGO) and Nvidia (NVDA) Amid Surging AI Chip Demand

Bernstein analyst upgrades Broadcom and Nvidia to outperform on AI chip demand, projecting significant upside while remaining ...
newscase

Bernstein’s Cautious Stance on AMD Highlights a Key Market Concern

While investment firm Bernstein has recently issued "Outperform" ratings for both Nvidia and Broadcom, its position on ...
Blockonomi

Broadcom (AVGO) Stock Surges Nearly 5% on Bernstein’s Bullish AI Upgrade

Broadcom (AVGO) stock rose 4.7% Monday after Bernstein's bullish AI upgrade. Analyst projects $20+ EPS by 2027 amid sustained ...