Bernstein's Stacy Rasgon on the chips sector: The pie is still hopefully getting bigger

Bernstein's Stacy Rasgon on the chips sector: The pie is still hopefully getting bigger
Transcript
points on the Nasdaq and the S&P 44 Nasdaq might have something to do with chip stocks. I guess. >> That's right. The chip stocks obviously hit by fears of an AI bubble. Last week, we did see some profit taking after strong gains. Joining us right now for more on the semi sector now though is Stacy Rasgon Bernstein Senior Analyst And Stacy, the dus... Read More
Install to Summarize YouTube Videos and Get Transcripts
Explore YouTube Video Summarizer or Get YouTube Transcript Extractor
Read in Other Languages (beta)
Share This Summary 📚
Summarize YouTube Videos and Get Video Transcripts with 1-Click
Download browser extensions on:
Try YouTube Summary with ChatGPT & Claude or YouTube Transcript Generator
Explore More Summaries from CNBC Television 📚

What Did Treasury Secretary Scott Bessent Say About Trade Deals?
CNBC Television

Mad Money 8/15/25 | Audio Only
CNBC Television

The reopening rally: Here's what you need to know
CNBC Television

Battle of the Chatbots: OpenAI vs. Google
CNBC Television

Difficult to build rationale to lower rates at this point, says former Minneapolis Fed president
CNBC Television

Citi CEO Jane Fraser: Some of the hype of in AI is earned, some of it is 'exuberant'
CNBC Television
Summarize YouTube Videos and Get Video Transcripts with 1-Click
Download browser extensions on:
Try YouTube Summary with ChatGPT & Claude or YouTube Transcript Generator