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Brandon Gomez

Mentioned in 2 analyzed podcast episodes across 1 show

Episode Appearances

CNBC's "Fast Money"

CNBC's "Fast Money" · May 14, 2026

Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26

Reported on LVMH sale of Marc Jacobs brand to WHP Global; provided deal details and strategic implications for luxury retail

Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 24, 2026

Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26

Reported on FDA fast-tracking psychedelic drug research and Trump administration support

Semiconductor Supply Chain and CPU DemandAI Infrastructure Investment and CapEx CyclesFed Leadership Confirmation and Monetary Policy
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