Stacy Rasgon

NVIDIA Corporation (NASDAQ: NVDA) has bounced back after a horrendous second half of 2018, but one Wall Street analyst said Monday that Nvidia is far from out of the woods. The Analyst Bernstein analyst Stacy Rasgon downgraded Nvidia from Outperform to Market Perform and lowered the price target...

Intel Corporation (NASDAQ: INTC) got some love from Wall Street after its most recent quarterly report, but one Wall Street analyst said the software company has too many structural issues for investors to own the stock long-term.  The Analyst Bernstein analyst Stacy Rasgon downgraded Intel...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares have climbed 62 percent year-to-date. Yet AMD’s fundamental performance may not be as rosy as the market seems to think, according to Bernstein.  The Analyst Bernstein analyst Stacy Rasgon on June 20 reiterated a Market Perform...

Shares of NXP Semiconductors (NASDAQ: NXPI) and QUALCOMM, Inc. (NASDAQ: QCOM) were volatile Friday on conflicting reports about the companies’ proposed merger. What Happened The South China Morning Post reported late Thursday that Chinese regulators approved Qualcomm’s acquisition of...

The Street’s been bullish on Broadcom Inc (NASDAQ: AVGO) over the past month, and the quarter’s adjusted bottom-line and top-line beats only strengthened their conviction. Charter Equity, Bernstein, Credit Suisse and Jefferies raised their estimates on the company following Thursday...

NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...

Intel Corporation (NASDAQ: INTC) reported its first quarter results, which prompted a notable bear analyst to upgrade the stock. The Analyst Bernstein's Stacy Rasgon upgraded Intel from Underperform to Market Perform with a price target lifted from $38 to $54. The Thesis Rasgon's prior...

There was a lot for investors to like about Advanced Micro Devices, Inc. (NASDAQ: AMD) earnings, but some analysts still say investors should approach the stock with caution. The Analyst Bernstein analyst Stacy Rasgon reiterated a Market Perform rating and $13 price target for AMD. The Thesis...

The big two PC chipmakers, namely Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD), are gearing up to release quarterly results in the coming days. A Bernstein analyst expressed uneasiness over the companies' prospects, with projections for structural...

Cryptocurrency has grabbed headlines in the semiconductor world in the past year, as demand for GPUs from miners created a shortage in the market and prompted retailers to drive prices through the roof. Semiconductor stocks like Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (...