AI demand is off the charts, says Bernstein's Stacy Rasgon
Thursday, Dec 25, 2025

AI demand is off the charts, says Bernstein's Stacy Rasgon


AI demand is off the charts, says Bernstein's Stacy Rasgon


CNBC’s “Power Lunch” team discusses markets, the AI reversal and whether this is an opportunity to buy with Stacy Rasgon, U.S. semiconductor analyst at Bernstein.


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