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The Latest Breaking News from Stacy Rasgon

Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

Broadcom reports earnings Sept. 2, with investors watching revenue, EPS, AI chip sales, and FY2027 AI guidance after last quarter's guidance freeze sparked a stock drop.

MarketBeat

Broadcom and OpenAI Unveil Jalapeño: An Early Step to Massive AI Growth Potential

Broadcom and OpenAI unveiled Jalapeño, OpenAI's first Intelligence Processor, advancing their 10 GW chip partnership and a potential $200 billion revenue opportunity by 2029.

MarketBeat

Intel's new CEO cut management layers in half. The stock is up nearly 500%

When Lip-Bu Tan took over, Intel was drowning in debt and losing the AI game. In just 13 months, the new CEO has attracted capital infusions from Nvidia and SoftBank, and is closing in on a next-generation chip process.

Fortune

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Qualcomm CEO Sees Handset Bottom, “Multiple Billions” in Data Center Revenue Ahead

Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni

MarketBeat

Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

MarketBeat

Why Broadcom's $100B AI Revenue Forecast May Be Conservative

Will Broadcom hit its $100 billion AI revenue forecast in 2027? Multiple factors suggest that the actual number could be significantly higher.

MarketBeat

Should You Buy or Sell Nvidia Stock Amid China’s H200 Whiplash?

China reportedly allowed its tech companies to buy Nvidia’s H200 chips. Then, its customs agents said the chips weren’t permitted.

Barchart

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Micron Stock Just Moved Into Overbought Territory After Massive 2025 Run. Is It Too Late to Buy MU Shares?

Micron shares rally as Bernstein’s senior analyst issues a positive note. Here’s why Stacy Rasgon believes MU shares will push higher in 2026.

Barchart

Wall Street Did the Math, and January 2026 Could Be a Prime Time to Buy Nvidia Stock

Bernstein analyst Stacy Rasgon explained that based on its capex intentions and historical valuations, Nvidia is cheap now and could be a good buy with a target up to $275.

Barchart

Qualcomm Q4: Analysts Expect Earnings Beat With Solid 5G Business, But Question AI Monetization Timeline

Analysts expect Qualcomm Inc. (NASDAQ:QCOM) to report a fourth-quarter earnings beat, driven by sustained strength in its core 5G handset business. However, this expected solid performance is set against a backdrop of increasing questions from analysts and investors about the tangible timeline for monetizing the company’s significant investments in artificial…

Benzinga

Nvidia-OpenAI Deal Sparks 'Circular' Investment Concerns, Says Analyst: 'Incremental Worries Around...'

Nvidia Corporation‘s (NASDAQ: NVDA) recent investment in OpenAI has sparked investor concerns that the startup might buy Nvidia chips, creating a “circular” investment loop and raising questions about the move's rationale and potential impact on Nvidia's stock.

Benzinga

'Not What You Think': NVIDIA CEO Jensen Huang Reveals Real Reason Behind $5 Billion Intel Investment

In a move that caught the tech world off guard, NVIDIA CEO Jensen Huang is clarifying the company's $5 billion investment in Intel.

International Business Times UK

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

The Trump Admin Could Soon Invest in Intel. How Should You Play INTC Stock Here?

Intel stock rallied today on reports the US government may soon take a sizable stake in the chipmaker. Bernstein says federal backing isn’t an all-clear for INTC shares.

Barchart

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Fortune

How once-iconic Intel fell into a 20-year decline

Its CEO is under fire. It has lost its edge. And it’s still the only U.S. company with the know-how to make leading-edge chips in America.

PC Gamer

Intel has just 18 months to 'land a hero customer on 14A' or its cutting-edge fabs are toast, says chip industry analyst

Tick, tock, the clock's a tickin'.

Barchart

Should You Buy the Post-Earnings Plunge in Intel Stock?

Intel stock tanks after recording disappointing profit for its Q2. Here’s why INTC shares may still be worth owning at current levels.

Barchart

As NVDA Stock Sets New Record, Nvidia Eyes Expansion in Israel

Nvidia stock closed Wednesday in the green following reports the AI firm is considering expanding in Israel. Bernstein says NVDA shares hitting $4 trillion is not the end of the company’s growth story.

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MarketBeat

Broadcom Set to Surge as AI Diffusion Rule Ends

While NVIDIA and AMD are striking first with new deals after the end of AI Diffusion, Broadcom is waiting in the wings to receive a potentially huge payoff.

Barchart

Bernstein Is Still Bullish on This 1 Magnificent 7 Stock: ‘This Stock at These Levels Is Probably Worth a Look’

Analysts have identified an opportunity in NVDA shares here.

Tom’s Hardware

Nvidia may avoid recent tariffs on its AI servers — 60% of Nvidia servers pass through Mexico, may be exempt from Trump tariff flurry

High-profile asset management firm Bernstein has published findings showing that around 60% of Nvidia's AI datacenters will completely avoid the recent wave of tariffs levelled by the U.S.

Barchart

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

Trump’s ‘Liberation Day’ Looms. Should You Buy, Sell, or Hold Nvidia Stock as Shares Plunge?

Nvidia stock is slipping in the build up to Trump’s “Liberation Day.” But there are reasons to consider buying NVDA shares on the pullback.

Barchart

CEO Jensen Huang Says Trump Is Providing a Boost to Nvidia With AI Policies. Can He Lift NVDA Stock?

CEO Jensen Huang says the Trump administration is a boon for Nvidia stock, making analysts reiterate their bullish view on NVDA.

The Independent UK

What is DeepSeek, the Chinese AI company upending the stock market?

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and fueling debates over the economic and geopolitical competition between the U.S. and China in developing AI technology

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