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I like Nvidia at these valuations with its conference ahead, says Bernstein's Stacy Rasgon

Summary by CNBC
Stacy Rasgon, Bernstein, joins 'Closing Bell' to discuss the semis trade and Nvidia's rally.

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BloombergBloomberg
Lean Left

Nvidia at a Crossroads: Futureproof or Fizzle

Tech giants are often only one disruption away from falling behind. Today on the Big Take podcast: Nvidia CEO Jensen Huang’s scramble to find the next big thing.

·United States
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CNBCCNBC
Center

I like Nvidia at these valuations with its conference ahead, says Bernstein's Stacy Rasgon

Stacy Rasgon, Bernstein, joins 'Closing Bell' to discuss the semis trade and Nvidia's rally.

·United States
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Banyan Hill PublishingBanyan Hill Publishing

What’s Next for Nvidia?

It was the shot heard around the world. China’s DeepSeek rocked the tech industry and the stock market in late January by releasing an AI model comparable to OpenAI o1 that was built at a fraction of its cost. To be fair, the initial numbers bandied about in the mainstream media weren’t totally accurate. Instead of costing a mere $5.6 million to train, by some estimates the total cost of training DeepSeek was closer to $1.6 billion. That’s a pre…

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Banyan Hill Publishing broke the news in on Friday, March 14, 2025.
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