Analyst
Bernstein
Equibles does not estimate personal net worth.
Stacy Aaron Rasgon is recorded as Analyst at Bernstein. Stacy Aaron Rasgon has spoken on 2 earnings calls and 4 other investor events across 5 companies, most recently for Qualcomm Inc on July 29, 2026. Those appearances were for Lam Research Corp (LRCX), Qualcomm Inc (QCOM), Texas Instruments Inc (TXN), Applied Materials Inc (AMAT) and Kla Corp (KLAC). The companies whose calls Stacy Aaron Rasgon spoke on are classified in the Technology sector.
“I wanted to ask about the accelerated Apple. The wording from the paragraph in the slide, It sounded like you guys were making the conscious choice not to sell to them nearly as much as you were before.”
“I'm Bernstein's senior research analyst covering U.S. semiconductors and semi-capital equipment. And it's my honor to welcome our guest here today, Javi Vilan, the president and CEO of Texas Instruments.”
“I cover the US semiconductor and semiconductor capital equipment space. And it's my honor to welcome our guests here today, Gary Dickerson, the president and CEO of Applied Materials.”
“I cover the U.S. semiconductor and semiconductor capital equipment sector here at Bernstein. It's my great honor to introduce our guest, the president and CEO of Lamb Research, Mr. Tim Archer.”
“For the first one, I wanted to push a little bit more on the services growth. So I understand the drivers around utilization topping and the reliant weakness. I mean, you also talked about, you know, the $40 billion in upgrade spending pretty much all happening by the end of 27.”
Bernstein
Analyst
Transcript header (unverified)
LRCX
Semiconductor Equipment & Materials · Technology
QCOM
Semiconductors · Technology
Semiconductor Equipment & Materials · Technology
KLAC
Semiconductor Equipment & Materials · Technology
