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

By Reggie Thompson December 25, 2025 0 mins read 45875 Views

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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