Stacy Rasgon

Stacy Rasgon

analystFemale0.0Global Dominance: 0.00%

Stacy Rasgon is a semiconductor analyst at Bernstein Research, recognized for his insights into the financial health and market positioning of companies like Intel, where he has provided estimates and forecasts that inform investor strategies.

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Stacy Rasgon, a semiconductor analyst at Bernstein, stated that if Intel can make the parts, they’ll have customers lined up around the block to use them.

Apple is giving Intel’s turnaround some momentum
Taipei Times – major English newspaper in Taiwan, est. 1999·TaiwanTaiwan· 2026-05-31
7.0

Analyst Stacy Rasgon from Bernstein indicated that this agreement may be the first clear sign that the demand for AMD chips from major customers is not just about pressuring Nvidia's prices.

ดีล 10,000 ล้านที่เปลี่ยน AMD สู่คู่แข่งตัวจริง ข้อตกลงใหม่เปิดทางOpenAI ใช้ชิป-ถือหุ้นสูงสุด 10%
Thai Rath·ThailandThailand· 2025-10-07
7.0
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Stacy Rasgon is an analyst at Bernstein Research who commented on the concerns regarding OpenAI's funding.

Las megainversiones en IA: ¿revolución o burbuja a punto de estallar? - Tecnología
ABC Color – leading Paraguayan newspaper, est. 1967·ParaguayParaguay· 2025-10-04
5.0

Stacy Rasgon, an analyst at Bernstein Research, compares Qualcomm to the American comedian and actor Rodney Dangerfield.

Die spannendste Aussenseiterwette im Chipsektor
Neue Zürcher Zeitung·SwitzerlandSwitzerland· 2025-06-26
5.0

Stacy Rasgon, a semiconductor analyst at Bernstein Research, estimates that Intel's product division can achieve significant earnings.

Intel und andere auffällige Kursbewegungen im Tech-Sektor
Neue Zürcher Zeitung·SwitzerlandSwitzerland· 2025-02-19
7.0