Stacy Rasgon, a semiconductor expert from Bernstein Research, dives deep into the booming AI chip market. He discusses Nvidia's dominance and the fierce competition from startups and tech giants. The conversation highlights the critical role of GPUs in AI's rise and the economic implications of training versus inference. Rasgon also examines how proprietary chip development is reshaping the semiconductor landscape, alongside the challenges and opportunities presented by the evolving hardware ecosystem for artificial intelligence.

Stacy Rasgon, a Managing Director and senior semiconductor analyst at Bernstein, sheds light on the ongoing global chip crisis. He discusses how pandemic disruptions continue to choke production, particularly affecting the automotive industry. Stacy also highlights the bullwhip effect and inventory mismanagement as contributors to the turmoil in supply chains. The conversation dives into the Biden administration's investment to boost U.S. semiconductor production, while touching on the long-term prospects and innovations in the sector. The talk successfully merges industry insights with personal reflections.

Stacy Rasgon, a semiconductor analyst at Bernstein Research, and Mackenzie Hawkins, a Bloomberg News reporter, dive into Intel's pressing challenges as it navigates a competitive landscape. They discuss Intel's struggles with its fab operations amidst the U.S. push for domestic semiconductor manufacturing. The conversation highlights the impact of government subsidies, missed opportunities in AI, and the critical role of leadership in shaping Intel’s future. Additionally, they explore Intel's ambitious vision for 2030 and the complexities of restoring its market position.

Solus' Dan Greenhaus and Edward Jones' Mona Mahajan discuss market action and year-end investing. Bernstein's Stacy Rasgon shares insights on Nvidia's new AI chip. The Blueshirt Group's Gary Dvorchak talks about sideline talks between China and the US. Janus Henderson's Adam Hetts discusses finding value in investments. Courtney Reagan looks ahead to retail earnings and interviews Tyson CEO on consumer behavior changes.

Stacy Rasgon, a leading chip analyst at Bernstein known for his deep insights into the semiconductor sector, joins the conversation. He discusses the impact of AI competition on NVIDIA and the broader tech market. The podcast delves into advancements in AI, highlighting DeepSeek's role in shifting efficiency and cost dynamics. They touch on the volatility of tech stocks and the need for diversification into resilient sectors. Geopolitical concerns and the implications for major players in AI and semiconductor technologies are also significant talking points.

Anurag Rana, a Bloomberg Intelligence analyst specializing in technology, teams up with Stacy Rasgon, a Bernstein analyst focused on US semiconductors, to unpack the market frenzy around the AI startup DeepSeek. They discuss how DeepSeek’s emergence is stirring panic among investors and sparking skepticism about its technology claims. The duo explores the evolving landscape of AI, its implications for traditional tech giants, and the semiconductor industry's reaction. Their insightful and humorous exchange blends tech talk with anecdotes, making for a lively dialogue.

Gabriela Santos from J.P. Morgan and Ankur Crawford from Alger dive deep into market trends, debating the potential for a lasting rally amid seasonal shifts. Robert Kaplan analyzes the Fed's future moves, while Stacy Rasgon navigates the semiconductor sector's volatility. Erin Brown shares insights on overall market dynamics and investor sentiment as earnings season begins, emphasizing the resilience of consumer spending and the impact of tech innovations. Together, they unpack the complexities of today's economic landscape and investment strategies.

Stacy Rasgon, Stephanie Link, and Josh Brown, all financial experts, dive into Nvidia's crucial earnings report. They discuss the major stakes involved and explore revenue projections and market reactions. Dan Ives highlights this report as the year's most significant, while technician Jeff deGraaf raises concerns about potential market headwinds. The conversation shifts to Nvidia's competitive edge in AI and broader implications for tech investments. Insights into market trends and shifts towards defensive sectors wrap up this riveting analysis.

This conversation features Adam Parker from Trivariate, who delivers sharp insights on the tech sector's landscape, alongside Ankur Crawford from Alger, dissecting the stakes for major tech players like Microsoft. Chip expert Stacy Rasgon shares his expectations for AMD's upcoming earnings, while Angelica Peebles from CNBC clarifies the factors behind Merck's stock decline. The group navigates the impacts of economic uncertainty on market dynamics, emphasizing consumer pushback and the shifting fortunes of mega-cap tech.

Stacy Rasgon, a managing director at Bernstein Research with a deep focus on the semiconductor industry, dives into the global chip shortage crisis. He explains how pandemic disruptions and long-term structural issues have left industries like automotive reeling from production declines. The conversation highlights the crucial role of key manufacturers like TSMC and explores the competitive landscape of semiconductor allocation. Rasgon emphasizes the need for diversifying supply chains and making significant investments to meet skyrocketing demand in our digitized world.