Stacy Rasgon

There are plenty of reasons for investors to love chip makers NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NASDAQ: AMD), such as their roles in the high-growth fields of gaming and artificial intelligence. But the exploding popularity of cryptocurrencies such as bitcoin and...

Two months after QUALCOMM, Inc. (NASDAQ: QCOM) lowered its fiscal third-quarter revenue guidance by $500 million, Wall Street may still have its expectations too high. In April, Qualcomm lowered its guidance after iPhone partner Apple Inc. (NASDAQ: AAPL) informed Qualcomm it would be withholding...

It takes a lot of guts to initiate an Outperform rating on a stock after it skyrockets 665 percent in three years. Bernstein analyst Stacy Rasgon did just that when she initiated bullish coverage on NVIDIA Corporation (NASDAQ: NVDA), one of the hottest stocks in the market in the past few years....

Analysts at Bernstein are left wondering after Advanced Micro Devices, Inc. (NASDAQ: AMD)'s stock sank more than 10 percent following a lower-than-expected first-quarter earnings report. Bernstein's Stacy Rasgon maintains a Market-Perform rating on AMD's stock with an unchanged $8 price...

Bernstein’s Stacy Rasgon believes Intel Corporation (NASDAQ: INTC) “is facing structural headwinds as datacenter weakens, quality growth becomes more elusive, and competition increases.” The analyst downgraded the rating on the company from Market Perform to Underperform, while...

Bernstein has started coverage of Broadcom Ltd (NASDAQ: AVGO) with an Outperform Rating and $215 target, implying potential upside of 27 percent. When Avago acquired Broadcom, the former took the name of the latter. "[T]he current company, by any name, has been a powerhouse, growing revenue by 9x,...

Talk about good timing. In a report released Thursday morning, Stacy Rasgon of Bernstein explored a hypothetical question of "Should QUALCOMM, Inc. (NASDAQ: QCOM)" and if so, should it be NXP Semiconductors NV (NASDAQ: NXPI)? Several hours after the report was delivered to clients,...

With consensus gross margins expectations for Texas Instruments Incorporated (NASDAQ: TXN) looking really low, juxtaposed with the recent stock pullback, analyst Stacy A. Rasgon of Bernstein believes this offers a buying opportunity. Rasgon upgraded Texas Instruments' rating from Market-Perform to...

Shares of QUALCOMM, Inc. (NASDAQ: QCOM) were trading lower by nearly 2 percent on Friday after Bloomberg reported Apple Inc. (NASDAQ: AAPL) will now use Intel Corporation (NASDAQ: INTC)'s modem chips for a future iPhone. Intel's contract win implies it will mostly replace Qualcomm as...

Intel Corporation (NASDAQ: INTC) reported mixed Q1 results after Tuesday's close. Revenue came in at $13.8 billion, above the $13.7 billion consensus, but down 7 percent quarter-over-quarter. Gross margins came in at 62.7 percent, above company guidance of 62 percent, and EPS was six cents...

Intel Corporation (NASDAQ: INTC) is scheduled to report Q1 2016 earnings on April 19. While analysts have been debating about the possibility of a pre-announcement for the company based on "deteriorating industry datapoints," no pre-announcement has been made or set. However, analysts...

On Tuesday, Bernstein issued a company note on QUALCOMM, Inc. (NASDAQ: QCOM) after the company's falling share price has caused analysts to believe there is a favorable risk/reward upside to owning the stock. Analysts at Bernstein upgraded Qualcomm from Market-Perform to Outperform and raised their...