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Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
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Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
Stacy Rasgon, senior analyst at Bernstein Research, joins ‘Squawk on the Street’ to discuss what the Nvidia–Groq deal means for the semiconductor space, his take on Intel’s surge in 2025, and more.
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