Stacy Rasgon

Trump's Taiwan Talk, Biden's Trade Restriction Plans Trigger Nvidia, AMD And Other Semiconductor Selloff: 'I'm Having Flashbacks,' Says Analyst
7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
Nvidia Is Cheapest Route To Invest In AI, Says Bernstein Analyst, After Stock Triples In A Year
7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
Nvidia Is Cheapest Route To Invest In AI, Says Bernstein Analyst, After Stock Triples In A Year
Qualcomm Shares Surge On FQ4 Print: 5 Analysts Find The Spark In Results
AMD Shares Surge Post-Q3 Earnings: Analysts Weigh In On Future Prospects

Stacy Rasgon Recent News

AMD's AI Bet A 2024 Opportunity, But Near-Term Outlook Leaves Analysts Wary After Q2 Print
Intel's Q2 Results Get Mixed Reactions From 4 Analysts: 'AI Contribution Remains Modest'
Analysts are diving into the second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close.
Lam Research Poised For 'Solid Start To The Year' As 3 Analysts Discuss Q4 Print
Shares of Lam Research Corporation (NASDAQ: LRCX) spiked in early trading on Thursday, after the company reported upbeat quarterly results.
Semiconductor Winners And Losers Are Growing Apart: Analyst's Top 10 Stock Picks Including Nvidia, Qualcomm, Texas Instruments
Through the first six months of 2023, many top stock indexes were trading higher, which came after a down year in 2022. One of the most talked about topics in stocks was artificial intelligence, which boosted the spotlight and valuation of semiconductor stocks.
5 Advanced Micro Devices Analyst Takeaways On AI Event: Is Chipmaker 'Somewhat Late' Vs. Rival Nvidia?
Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) rose in early trading on Wednesday after the company held on Tuesday its key Data Center and AI Technologies event.
NVIDIA Analysts Praise Company Hitting The 'Mother of All Cycles': 'To $1 Trillion And Beyond For The AI Leader'
Technology giant NVIDIA Corporation (NASDAQ: NVDA) reported first quarter results that came in ahead of Street consensus estimates.
Applied Materials ICAPS Strength Is 'On Fire,' Analyst Review Q2 Results, Outlook
Shares of Applied Materials, Inc. (NASDAQ: AMAT) tanked in early trading on Friday, after the company reported upbeat earnings for its fiscal second quarter.
AMD Shares Stumble After Q1 Reveal: A Rollercoaster Of Analyst Perspectives Emerges
Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) continued to tank in early trading on Wednesday, despite the company reporting upbeat quarterly results.
Intel Analysts React To DCAI Event, Tech Giant's Tapping $40B+ Market
Shares of Intel Corporation (NASDAQ: INTC) rallied on Wednesday, after the company said at the DCAI (data center and AI) investor event that its new server chips will hit the market sooner than expected.
ChatGPT Opportunity Could Be 'Tens Of Billions Of Dollars Annually' For Nvidia: Why This Analyst Is Bullish
Technology giant Nvidia Corporation (NASDAQ: NVDA) is one of the companies that could benefit from increased use of chatbots like ChatGPT, according to a new analyst note.
Will Nvidia's Rally Continue After 'Solid' Q4 Print? 6 Analysts Take A Closer Look
Shares of Nvidia Corporation (NASDAQ: NVDA) jumped in Thursday’s premarket session, after the company reported quarterly earnings.
6 Advanced Micro Devices Analysts On Q4 Results: 'Relief To Investors'
Shares of Advanced Micro Devices, Inc (NASDAQ: AMD) gained after the company released its fourth-quarter results and several analysts raised thei
'Solid, Decent' Results For NXP Semiconductors: 4 Analysts Provide Takeaways On Q4
Shares of NXP Semiconductors NV (NASDAQ: NXPI) rose in Monday’s extended trading after the company released its fourth-quarter results broadly in line with expectations.
AMD Pulls Back After Monday's 9% Rally — Why The Stock Is Reversing In Premarket
Advanced Micro Devices Inc. shares are giving back some of their Monday's gains achieved on the back of a positive analyst action. What Happened: In premarket trading, the stock shed 2.33% to $74.75, according to Benzinga Pro data.
AMD Analyst Turns Bullish After 10 Years; 'Valuation Downright Attractive, Execution Stellar And Earnings Power Bankable'
Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are advancing on Tuesday, bucking the broader market downturn catalyzed by the escalating tensions between Russia and Ukraine. The strength seen in the shares came after an analyst at Bernstein took a bullish stance on the stock after 10 years.
Things Are Looking Up For Analog Devices, Bernstein Says
Analog Devices, Inc. (NASDAQ: ADI) seems poised to benefit in the near to medium term given continued strong demand, as well as a possible uptrend in communications in the back half of the year and the growing electric vehicles (EV) space, according to Bernstein.
Why This Qualcomm Analyst Is Turning Bullish
Qualcomm, Inc. (NASDAQ: QCOM) is an interesting option for investors willing to look beyond the pandemic for a 5G pure play, according to Bernstein.
Bernstein Downgrades 'Hamstrung' Nvidia
Bernstein Downgrades Intel: 3 Reasons Why
Bernstein Pumps The Brakes On AMD: 'Expectations Have Soared'
Investors 'Wait With Baited Breath' Following Conflicting Reports On Qualcomm-NXP Deal
What Wall Street Thinks Of Broadcom's Q2 Earnings
Wall Street Reacts To Nvidia's Quarter