Bernstein Semiconductor analyst on Qualcomm's deal with Huawei



Stacy Rasgon, Bernstein Semiconductor Analyst, joins “Squawk Alley” to discuss the surge of Qualcomm shares and the chipmaker patent deal with Huawei. Subscribe to CNBC PRO for access to investor and analyst insights on Huawei and more:

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9 Replies to “Bernstein Semiconductor analyst on Qualcomm's deal with Huawei”

  1. demilishing

    Great seeing Stacy Rasgon smug face after he was so wrong. He was a sell at $50 when QCOM was sued by Tim Crook, hold when they're at $80 and now a buy when they're $100+. This guy asks the dumbest questions on cc's too, they should stop letting him cover QCOM.

  2. Life Fun

    Total missed the point. Huawei will compete with Tesla. Not apple. By 2025, China will build automatic drive system which is hybrid system of AI road and AI car. Both use huawei.

  3. TheM0joDoj0

    Huawei just over took Samsung to become the top seller of handsets. This may look like a Qualcomm "deal" but it is the first step in Huawei's Qualcomm takeover. Once Huawei becomes responsible for 50%+ shares of Qualcomm's revenue, they will effectively own them. The Boomers wanted China to play be the rules. Well, these are the rules of capitalism.

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