Stacy Rasgon

On Monday, Nvidia Corporation (NASDAQ:NVDA) dropped by 4.51% after a report revealed that Huawei Technologies is ramping up AI chip production, but a Bernstein analyst downplayed the significance, saying the AI chip giant “can’t compete” anyway in the Chinese market due to export...

The semiconductor market was jolted on Wednesday as stocks of major players like NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), and Broadcom Inc. (NASDAQ:AVGO) took a sharp downturn. This came in the wake of reports suggesting that President Joe Biden is contemplating...

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined in early trading on Wednesday, after the Santa Clara, California-based company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Northland Capital...

The sky-high valuations of NVIDIA Corp (NASDAQ:NVDA) may give investors pause, but according to a senior analyst, the chipmaker’s stock will continue to soar. What Happened: Despite concerns about Nvidia’s high valuations, Bernstein’s senior analyst Stacy Rasgon told CNBC on...

Qualcomm Inc (NASDAQ: QCOM) shares were climbing in early trading on Thursday, after the company reported upbeat quarterly earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bernstein On Qualcomm Analyst Stacy Rasgon...

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) spiked higher on Wednesday after the company reported upbeat third-quarter earnings earlier this week. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley On Advanced...

AI stalwart Nvidia Corp. (NASDAQ:NVDA) was the subject of a conspiracy theory floated around by social media users, who suggested that much of Nvidia's second-quarter revenue came from the sales of GPUs to CoreWeave, in which the chipmaker is a strategic investor. A note from Bernstein analyst...

Semiconductor and technology company NVIDIA Corporation (NASDAQ: NVDA) reported second quarter financial results after market close Wednesday that beat analysts’ estimates. Analysts reacted to the quarter beat and updated guidance from the company. The NVDA Analysts: Goldman Sachs analyst...

Advanced Micro Devices, Inc. (NASDAQ:AMD) reported Tuesday after the close better-than-expected second-quarter results, but the guidance came in light. The AMD Analysts: Bernstein analyst Stacy Rasgon maintained a Market Perform rating and $95 price target for AMD shares. Susquehanna Financial...

Analysts are diving into the second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close. Here are the key takeaways from the second quarter and the future of Intel. The Intel Analysts: Bernstein analyst Stacy Rasgon had a Market Perform rating and...

Shares of Lam Research Corporation (NASDAQ: LRCX) spiked in early trading on Thursday, after the company reported upbeat quarterly results. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bernstein analyst Stacy Rasgon reiterated a...

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. Here’s what one analyst...

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. Mizuho Securities On Advanced Micro Devices Analyst Vijay Rakesh reaffirmed a Buy rating while raising the price target from...

Technology giant NVIDIA Corporation (NASDAQ: NVDA) reported first quarter results that came in ahead of Street consensus estimates. Analysts are raising price targets after the company's blowout quarter and updated guidance. The NVDA Analysts: Needham analyst Rajvindra Gill has a Buy rating and...

Shares of Applied Materials, Inc. (NASDAQ: AMAT) tanked in early trading on Friday, after the company reported upbeat earnings for its fiscal second quarter. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Needham analyst Quinn...