This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/ Semiconductor earnings…
CNBC's Phil LeBeau joins from the highway in Texas as he reaches his final destination on an autonomous trucking trip with the CEO of Aurora. Then, Schneider CEO Jim Filter breaks down the impact of…
The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson…
Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're…
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is…
Stocks rose on Thursday after the Federal Reserve indicated the possibility of a rate hike at their latest FOMC Meeting. Contessa Brewer and Brian Sullivan broke down the market rebound and chipmaker…
Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now…
On episode 63 of The Real Eisman Playbook, Steve Eisman sits down with Stacy Rasgon, semiconductor analyst at Bernstein, to break down the AI semiconductor boom that has sent the sector up 60% year…
Ed Elson speaks with Justin Wolfers about how concerning the latest inflation data really is and what it could mean for the Federal Reserve. Then, Stacy Rasgon joins the show to explain the record…
AMD shares fall on weaker than expected guidance. One of wall street’s top chip analysts, Bernstein’s Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent…
Almost the entire semiconductor complex surges during the Consumer Electronics Show. Bernstein's chips analyst Stacy Rasgon joins to give his takeaways live from the conference. And Sanctuary…
(01:02) - The GPT4o Debate (15:24) - Bezos's AI Startup (26:27) - Yann LeCun's Says LLM's are a Dead End (33:00) - 𝕏 Timeline Reactions (01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a…
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline,…
Google is up nearly 20% in the last month. Apple’s up 17% ahead of next week’s iPhone event. Meanwhile, Nvidia and other main players of the AI trade have slipped. The signals are clear… but are…
The major averages are set to end the week higher despite a whirlwind week of tariffs, inflation, and Musk-driven drama. But President Trump’s rhetoric around defense spending is spooking that…
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir…
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 27th, 2025Featuring: Anurag Rana and Mandeep Singh, Bloomberg…
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been…
Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semis in the context of AI. We touch on Sam Altman’s…
Nvidia stock (NVDA stock) has had a meteoric rise recently, so is the stock in a bubble or is it still a buy? Is it too late to buy Nvidia stock? Many well known investors, YouTuber retail investors,…
At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind…
Nobody knows for sure who is going to make all the money when it comes to artificial intelligence. Will it be the incumbent tech giants? Will it be startups? What will the business models look like?…
The next 48 hours will be critical for stocks and your money – with the Fed decision and news conference with Jay Powell along with some high stakes earnings. Virtus Investment’s Joe Terranova gives…
Our anchors begin today’s show with Intel CEO Pat Gelsinger as shares of the chipmaker plunge following a Q4 earnings miss. Then Bernstein Managing Director Stacy Rasgon offers his perspective on…
Have those most imminent recession fears been pushed off enough that this rally can actually last longer than most thought? Kevin Gordon of Charles Schwab gives his forecast. Plus, Intel reported…
Stocks pulling back after the latest weekly jobless claims report came in stronger than expected, raising new concerns the Federal Reserve will continue to raise interest rates. Evercore ISI's Julian…
Our anchors begin today’s show with CNBC’s Mike Santoli analyzing the divergence in small-cap and mega-cap tech. Then CNBC’s Steve Kovach breaks down Microsoft offering Sony a 10-year deal for “Call…
Is the environment for stocks getting better or worse? Have stocks rallied too much for comfort? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, top-ranked chip analyst Stacy Rasgon gives…
Fed speak front and center on Wall Street today … so the question now is can the bull charge actually continue even as hawks swoop in? Dan Greenhaus of Solus Alternative Asset Management gives his…
Are the bulls winning the battle for where the market is headed next or could some key economic data this week bring the bears roaring back to life? BMO’s Brian Belski gives his take. Plus, top chip…
Have markets really turned a corner? Joe Terranova of Virtus Investment Partners gives his forecast for stocks. Plus, top-rated chip analyst Stacy Rasgon gives his instant reaction to AMD results.…
Our anchors start today’s show with Needham senior analyst Laura Martin breaking down last week’s FAANG earnings, and Wall Street Journal markets reporter Gunjan Banerji joins after publishing a new…
Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate’s Adam Parker and Virtus Investment Partners’ Joe Terranova give their instant analysis. Plus, top chips analyst Stacy…
Investors have shifted their focus away from inflation panic to growth fears. Stocks saw gains in today’s session but Avery Sheffield of Vantage Rock at Rockefeller Capital Management still isn’t…
Our anchors begin today’s show looking for cheap opportunities in tech with CNBC’s Dom Chu, and Wedgewood Partners CIO David Rolfe offers insight on finding value in select sector giants. Then,…
Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports…
Our anchors start today’s show covering the resignation of Peloton CEO John Foley, with insight on incoming CEO Barry McCarthy from our Julia Boorstin. Then, Fundstrat Global Advisors Managing…
Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord…
Empty shelves are becoming commonplace. And prices are rising. Charmaine Cozier explores the role that the pandemic, and a sudden demand explosion, have had on supply chains. Around the world workers…
Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is…
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry…
Our anchors, joined by guest anchor Joanna Stern from the Wall Street Journal, kick off this Friday morning with news on Square getting further into the crypto game. Then, Mizuho Managing Director…
The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate…
For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has stumbled. This past summer, shares in the company plunged after it said it was experiencing delays in…
NVIDIA Corp (NASDAQ: NVDA) Q3 2020 earnings call dated Nov. 18, 2020 Corporate Participants: Simona Jankowski — Vice President of Investor Relations Colette Kress — Executive Vice President and Chief…
Qualcomm Inc. (NASDAQ: QCOM) Q4 2020 earnings call dated Nov. 04, 2020 Corporate Participants: Mauricio Lopez-Hodoyan — Vice President, Investor Relations Steve Mollenkopf — Chief Executive Officer…
Texas Instruments Inc. (NASDAQ: TXN) Q3 2020 earnings call dated Oct. 20, 2020 Corporate Participants: Dave Pahl — Vice President and Head of Investor Relations Rafael R. Lizardi — Senior Vice…