Bernstein's Stacy Rasgon: Investors may be comparing AMD's beat to Intel

Well, AMD, one of those chip names on fire over the past few sessions, but it's heading lower after second quarter results out moments ago. Joining us now, Stacy Rasgen, Bernstein senior semis analyst. He's got an outperform rating, a $600 price target on the stock.Stacy, great to have you with us. What's your take on the quarter and why the stock is down by about four and a half%. >> Yeah, you know what.I I think it looks fine. Like, there's nothing wrong with it. I I do think post Intel Intel had some ver ...