Stacey Rasgen

Mike Santoli, a senior markets commentator at CNBC, provides insightful analysis on market trends and investment themes. He discusses the recent rebound in precious metals and the impact of a weaker dollar on commodities. Stacey Rasgen, a senior semiconductor analyst at Bernstein, dives into the AI-driven semiconductor cycle, emphasizing the significance of SoftBank's $40 billion investment in OpenAI. They explore the competitive landscape of AI hardware, including the dynamics between GPUs and TPUs, while touching on major industry players and their strategies.