Stacy Rasgon

NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...

Intel Corporation (NASDAQ: INTC) reported its first quarter results, which prompted a notable bear analyst to upgrade the stock. The Analyst Bernstein's Stacy Rasgon upgraded Intel from Underperform to Market Perform with a price target lifted from $38 to $54. The Thesis Rasgon's prior...

There was a lot for investors to like about Advanced Micro Devices, Inc. (NASDAQ: AMD) earnings, but some analysts still say investors should approach the stock with caution. The Analyst Bernstein analyst Stacy Rasgon reiterated a Market Perform rating and $13 price target for AMD. The Thesis...

The big two PC chipmakers, namely Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD), are gearing up to release quarterly results in the coming days. A Bernstein analyst expressed uneasiness over the companies' prospects, with projections for structural...

Cryptocurrency has grabbed headlines in the semiconductor world in the past year, as demand for GPUs from miners created a shortage in the market and prompted retailers to drive prices through the roof. Semiconductor stocks like Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (...

Intel Corporation (NASDAQ: INTC) stock tanked Monday following a report by Bloomberg that Apple Inc. (NASDAQ: AAPL) intends to start producing its own PC chips as soon as 2020. It didn’t take long for Wall Street to react to the latest threat to Intel’s business. Here’s a look at...

Broadcom Ltd (NASDAQ: AVGO)'s proposed billion takeover of QUALCOMM, Inc. (NASDAQ: QCOM) hit a major setback that will put an end to the month-long pursuit. What Happened President Donald Trump on Monday rejected Singapore-based Broadcom's hostile takeover of U.S.-based Qualcomm due to...

Analog Devices, Inc. (NASDAQ: ADI) has underperformed peers over the past year following its acquisition of Linear Technologies — which creates a favorable setup for investors, according to Bernstein. The Analyst Bernstein's Stacy Rasgon upgraded Analog Devices from Market-...

Advanced Micro Devices, Inc.(NASDAQ: AMD) shares were up 5.8 percent Wednesday after the company’s fourth-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the report.  Voices From The Street Bernstein analyst Stacy...

The number of companies reporting above-consensus earnings this season trails the one-year and five-year averages, according to Factset's Earnings Insight report for the week ended Jan. 19. That said, the IT sector is reporting the third highest year-over-year earnings growth among the 11...

The semiconductor space is off to a "fun start" to the new year with the Spectre and Meltdown exploits at front and center, according to Bernstein.  The Analyst Bernstein's Stacy Rasgon and three colleagues.  The Thesis The impact to PC workloads from software patches...

Analysts are still hopeful for a Broadcom Ltd (NASDAQ: AVGO)-QUALCOMM, Inc. (NASDAQ: QCOM) merger, despite Friday reports of delayed bidding until next year. Over the last week, Canaccord Genuity and KeyBanc both raised their Broadcom price targets, and Bernstein joined the chorus Thursday. The...

Previewing QUALCOMM, Inc. (NASDAQ: QCOM)'s fiscal-year fourth-quarter results, Bernstein said it believes external factors are likely to overshadow near-term business dynamics once again. Qualcomm is scheduled to report its September quarter results after the market close Wednesday. As such,...

The chip space will be brimming with activity in the upcoming week, with two big names in the sector scheduled to report their fiscal third-quarter results. Mark your calendar for these dates to gain insight into the health of the semiconductor space. The Schedule Intel Corporation (NASDAQ: INTC...

QUALCOMM, Inc. (NASDAQ: QCOM) has thrown the latest punch in its ongoing battle with Apple Inc. (NASDAQ: AAPL). Just months after Apple sued Qualcomm for $1 billion, claiming the company has been “charging royalties for technologies they have nothing to do with,” Qualcomm has sued Apple...