Stacey Rasgon
Senior semiconductor analyst at Bernstein who provides research-driven commentary on chip companies such as AMD and industry cycles.
Best podcasts with Stacey Rasgon
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Feb 4, 2026 • 1h 29min
AMD Sinks on Results, Treasury Secretary Bessent Testifies on Capitol 2/4/26
Scott Bessent, U.S. Treasury Secretary testifying on regulation and financial stability. Lisa Su, AMD CEO, on results and AI/data center trends. Stacey Rasgon, Bernstein semiconductor analyst, on chip cycles and market positioning. They discuss AMD's guidance hit, AI-driven memory demand, regulatory tailoring for community banks, and heated Capitol questioning on tariffs and policy.
Oct 14, 2024 • 43min
Closing Bell Overtime: Flexport CEO On A Shortened Holiday Sales Season; Mark Mobius On Global Investing 10/14/24
Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, shares insights on global investing and the evolving Chinese market. Ryan Petersen, CEO of Flexport, discusses the aftermath of port strikes and hurricanes, emphasizing challenges for the shortened holiday shopping season. Stacey Rasgon from Bernstein analyzes NVIDIA's record performance and its future potential in the semiconductor industry. Mike Santoli provides expert analysis on market trends and the impact of corporate buybacks, making for a riveting discussion on investment strategies.
