Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle
Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing.
In this episode of TechSurge, hos ...
Stocks rebound from Fed sell-off ahead of extended holiday weekend 6/18/26
Stocks rose on Thursday after the Federal Reserve indicated the possibility of a rate hike at their latest FOMC Meeting.
Contessa Brewer and Brian Sullivan broke down the market rebound and chipmaker rally with tech analysts Dan Ives and Stacy Rasgon.
Jay Woods and Chris Hyzy also joined the p ...
Chip Stocks Are On Fire — Will It Last?
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Fina ...
11AM Hour: Chip Stocks Bounce Back, The Two Sides of PepsiCo Earnings & The Top State for AI 7/9/26
Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stories in the U.S. and abroad. Plus, we reveal the top state for AI from CNBC's ...
Closing Bell Overtime: Stocks Hit Record Highs But SpaceX, AMD Tumble After Earnings 8/4/26
Dan Skelly of Morgan Stanley Wealth Management explains what’s driving the rally and why stronger-than-expected second-quarter earnings continue to support equities. Tim Horan of Oppenheimer reacts to SpaceX's first report as a public company--shares fell after hours
The other big earnings move ...
Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26
The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson Hole. Then, the Chart Master gives his technical take on Nvidia as the world’s largest company g ...
11AM Hour: Self-Driving Through Texas, Schneider CEO on Diesel at Record Highs & Chip Stocks Surge 9/21/26
CNBC's Phil LeBeau joins from the highway in Texas as he reaches his final destination on an autonomous trucking trip with the CEO of Aurora. Then, Schneider CEO Jim Filter breaks down the impact of record diesel prices on the business. Plus, Bernstein analyst Stacy Rasgon joins to discuss what' ...
Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here:
https://sarmayaetf.com/
Semiconductor earnings have roughly doubled this year, yet chip multiples have compressed and the stocks are still well o ...
Chip Stocks Are On Fire — Will It Last?
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Fina ...
Hottest Inflation Report In 3 Years Has One Big Problem
Ed Elson speaks with Justin Wolfers about how concerning the latest inflation data really is and what it could mean for the Federal Reserve. Then, Stacy Rasgon joins the show to explain the record setting rally in chip stocks. Finally, Ed breaks down reports that some Amazon employees are exagge ...
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