Acceleration of economic activity will start in mid-2021: Bernstein analyst

(5:1econd)

Compute demand is needed for AI and will be a boon for semis, says Bernstein's Stacy Rasgon

(6:2)

Nvidia is ‘the cheapest’ AI play out there, top Bernstein analyst says

(6:52)

How Bernstein's Stacy Rasgon believes semiconductors will perform in '22

(5:24)

‘You have to be there': why Bernstein's Rasgon thinks investors must have Nvidia exposure

(4:22)

Bernstein analyst on Broadcom earnings: This is a great report

(1:34)

Chip stocks have proven resilient during the crisis: Bernstein analyst

(3:20)

'This is the perfect storm' for Apple: Bernstein analyst

(2:27)

'There's no good news': Bernstein analyst on Intel earnings

(2:35)

Bernstein Analyst: catalysts that led to significant growth for LULU have run out

(1:9)

Bernstein analyst explains why the company downgraded Nvidia

(3:39)

Bernstein's Stacy Rasgon previews AMD ahead of its earnings

(5:55)

Which chip stocks to watch: Bernstein analyst

(3:58)

Nvidia upgraded by Bernstein analyst

(6:59)

Bernstein analyst sees Tesla shares falling almost 40%

(2:37)

Bernstein analyst says Tesla faces two issues: Leadership and fundamentals

(3:16)

Not as confident in Apple's services margin, product side 'disappointing': Bernstein analyst

(6:23)

Semis won't face much impact from Trump 2.0 tariffs, says Bernstein's Stacy Rasgon

(5:4)

Watch PCs for weakness: Bernstein analyst on reading the semi sector

(4:26)

Bernstein analyst on IBM's earnings beat

(1:39)