Bernstein's Stacy Rasgon on new regulations around AI chip exports
Stacy Rasgon, Bernstein analyst, joins 'Squawk on the Street' to discuss new regulations on AI chip exports, if the new ...
Nvidia's price action has nothing to do with Huang's CES keynote, says Bernstein's Rasgon
Stacy Rasgon, Bernstein senior semiconductor analyst, joins 'Money Movers' to discuss Rasgon's reactions to Nvidia CEO's ...
Nvidia stock falls after Biden administration releases updated export rule for AI chips
Nvidia stock (NVDA) fell nearly 2% Monday after the Biden administration released an updated export rule aimed at controlling ...
Wells Fargo Keeps Their Hold Rating on Lam Research (LRCX)
Wells Fargo analyst Joseph Quatrochi maintained a Hold rating on Lam Research (LRCX – Research Report) today and set a price target of $82.00.
‘You have to be there': why Bernstein's Rasgon thinks investors must have Nvidia exposure
Stacy Rasgon, Bernstein Research managing director, joins 'Fast Money' to talk his outlook for Nvidia in 2025 and Jensen Huang addressing CES today.