Bernstein's Stacy Rasgon on why Nvidia still has room to run
CNBC Television
@cnbctelevisionAbout
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Don’t miss a market moment, Stream CNBC+ now: http://www.cnbc.com/WatchCNBCPlus
Latest Posts
Video Description
Stacy Rasgon, senior semiconductor analyst at Bernstein, joins CNBC's 'The Exchange' to discuss semiconductor stocks, beneficiaries of AI, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
Upgrade Your Gaming
AI-recommended products based on this video
Seasonic Focus V4 GX-1000 (ATX3) - 1000W - 80+ Gold - ATX 3.0 & PCIe 5.1 Ready -Full-Modular -ATX Form Factor -Premium Japanese Capacitor -10 Year Warranty -Nvidia RTX 30/40 Super & AMD GPU Compatible
Skytech Legacy Gaming PC Desktop, Ryzen 7 9800X3D 4.7 GHz (5.2 GHz Turbo Boost), NVIDIA RTX 5080 16GB GDDR7, 1TB Gen4 SSD, 32GB DDR5 RAM 6000 RGB, 1000W Gold ATX 3.0 PSU, 360 ARGB AIO, Wi-Fi, Win 11
Asus Dual NVIDIA GeForce RTX 3050 6GB OC Edition Gaming Graphics Card - PCIe 4.0, 6GB GDDR6 Memory, HDMI 2.1, DisplayPort 1.4a, 2-Slot Design, Axial-tech Fan Design, 0dB Technology, Steel Bracket
MSI Stealth 18 HX AI 18” 240Hz QHD+ Gaming Laptop: Intel Ultra 9-275HX, NVIDIA Geforce RTX 5080, 32GB DDR5, 2TB NVMe SSD, Wi-Fi 7, Win 11 Home :Midnight Black A2XWIG-045US
Asus ROG STRIX Z890-A GAMING WIFI Z890 LGA 1851 ATX motherboard, Intel® Core™ Ultra Series 2 Ready, Advanced AI PC-ready, 16+2+1+2 stages, DDR5, WiFi 7, 2.5G, 5x M.2, Thunderbolt™ 4, USB Type-C, AI OC
Asus ROG Strix 27” QHD HDR400 USB-C Gaming Monitor(XG27ACS)-2560x1440, 180Hz, 1ms, Fast IPS, 133% sRGB, Extreme Low Motion Blur Sync, G-Sync Compatible, DisplayWidget, Tripod Socket, 3 Year Warranty
Asus ROG Strix 32” 4K HDR Gaming Monitor (XG32UCG) – 3840x2160, Dual Mode (4K 160Hz/FHD 320Hz), 0.3ms, Fast IPS, Extreme Low Motion Blur Sync, USB-C, G-SYNC Compatible, Tripod Socket, 3 yr Warranty
Asus ROG Strix 27” 4K HDR USB-C Gaming Monitor (XG27UCG) – UHD (3840x2160) Dual Mode (4K 160Hz or FHD 320Hz), 1ms, Fast IPS, Extreme Low Motion Blur Sync, G-SYNC Compatible, AI Gaming, 3yr Warranty
Logitech K250 Bluetooth Keyboard with Numpad, Easy Connectivity, Compact Wireless Keyboard Made with Recycled Plastic, Spill-Resistant, Comfortable Keys - Windows/MacOS - Graphite
Logitech K400 Plus Wireless Touch TV Keyboard With Easy Media Control and Built-in Touchpad, HTPC Keyboard for PC-connected TV, Windows, Android, Chrome OS, Laptop, Tablet - Black
New SteelSeries Arctis Nova Pro for Xbox Multi-System Gaming Headset - Premium Hi-Fi Drivers - Hi-Res Audio - 360° Spatial - GameDAC Gen 2 - Quad-DAC - ClearCast Gen 2 Mic - Xbox, PC, PS5/PS4, Switch
Corsair RM1000e Fully Modular Low-Noise ATX Power Supply - Dual EPS12V Connectors - 105°C-Rated Capacitors - 80 Plus Gold Efficiency - Modern Standby Support - Black
Samsung 990 EVO Plus - 4TB PCIe Gen4. X4, Gen5. X2 NVMe 2.0 - M.2 Internal SSD, Speed Up to 7,250 MBs, Upgrade Storage for PC-Laptops, HMB Technology and Intelligent Turbowrite (MZ-V9S4T0B/AM)
![SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]](https://m.media-amazon.com/images/I/911ujeCkGfL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]
![SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]](https://m.media-amazon.com/images/I/71W2nK7LUrL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]
![SAMSUNG EVO Select Micro SD-Memory-Card + Adapter, 128GB microSDXC 160MB/s Full HD & 4K UHD, UHS-I, U3, A2, V30, for Android Smartphones, Tablets, Nintendo-Switch (MB-ME128SA/AM) [Canada Version]](https://m.media-amazon.com/images/I/71lzXt4djxL._AC_UY654_FMwebp_QL65_.jpg)
SAMSUNG EVO Select Micro SD-Memory-Card + Adapter, 128GB microSDXC 160MB/s Full HD & 4K UHD, UHS-I, U3, A2, V30, for Android Smartphones, Tablets, Nintendo-Switch (MB-ME128SA/AM) [Canada Version]
MSI MAG CORELIQUID A15 240 - AIO ARGB CPU Liquid Cooler - 240mm Radiator - AM5, LGA 1851 Ready - Dual 120mm ARGB PWM Fans, Black
MSI MAG Coreliquid A13 360 - AIO ARGB CPU Liquid Cooler - 360mm Radiator - LGA 1851 Ready - Triple 120mm ARGB PWM Fans, Black
