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Applied Materials surged after hours on positive forward guidance. Stacy Rasgon believes $AMAT is doing well compared to its peers. Also, his thoughts on how restrictions in China are affecting the company. @TanvirGill2

How big could #ChatGPT be? A typical query requires 400 quadrillion operations to complete (that’s a whole lotta compute!) Here is our attempt to size it (link to note, for institutional clients only): bernsteinresearch.com/brweb/ViewRese…

Bernstein's Stacy Rasgon on the strength in chips and whether the worst is behind the sector

"The big question is: is it finally as bad as it can get?" says Stacy Rasgon on $INTC ahead of the chipmaker's Q1 earnings report

Once again thrilled to join Joe Weisenthal and Tracy Alloway on ODD LOTS, this time to discuss all things AI! podcasts.apple.com/us/podcast/ins…

On this week’s “Money Talks” podcast, Stacy Rasgon charts Nvidia’s “30-year journey to overnight success” econ.st/43NxPJ1

Here's the rundown for the final hour of today's show🚨 💸 Richard Bernstein Advisors CEO Richard Bernstein on today's market moves 💸 Citi Global Head of Commodities Ed Morse on oil prices 💸 AllianceBernstein (AB) analyst Stacy Rasgon on chip stocks to watch in the second half 11a PT / 8a ET

The semiconductor sector climbing nearly 4% month-to-date. Will the bounce have staying power? @bernsteinrasgon gives his outlook ahead of earnings season:

Well composed. Space Shuttle. Satellite and other cool things. 10/10 @bernsteinrasgon

Shares of $AMD are down after the company just announced a new AI chip at their “Advancing AI” event this afternoon. Stacy Rasgon shares his takeaways:

"It's kind of nice, finally, to get the king of AI at least talking about AI PCs," says Stacy Rasgon as $NVDA makes a run at a new record closing high.

With the chips on a tear, Bernstein analyst Stacy Rasgon discusses the craze and concern behind semi stocks with Carl Quintanilla, @lesliepicker & David Faber. $AMD $NVDA

How much has pricing contributed to semiconductor industry growth in recent years? Would you be surprised to learn the answer is “More than all of it?” Our note today discusses this (for institutional clients only): bernsteinresearch.com/brweb/ViewRese…

"Long-term, we're clearly very early in the AI transition" says Stacy Rasgon He shares his expectations for the biggest chip names $NVDA $AMD $MU $AVGO $MCHP

$INTC set to report Q4 earnings after the bell. @bernsteinrasgon discusses what to expect:

$AMD also set to report Q4 earnings after the bell. @bernsteinrasgon talks what to expect and his outlook for the company going forward:

2024 will be about proving AI's value rather than scaling, according to Bernstein managing director Stacy Rasgon.

Fun Friday Fact - over its entire history the global semiconductor industry has spent a bit more that a trillion dollars on wafer fabrication equipment (WFE)

Everyone - I have my first imposter (that I know of). If you wouldn’t mind please report Stacy Rasgon (note the misspelling of “Bernstein” Thank you. Stacy

Everyone - I have another imposter.   If you wouldn’t mind please report @BernstinRasgon (again note the misspelling of “Bernstein”) Thank you. Stacy