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Christina Parts-Nevelis

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

Guest analyst breaking down Cerebras IPO details; discusses customer concentration with OpenAI, UAE, AWS; Morgan Stanley $15B revenue forecast

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" · Feb 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

CNBC reporter; provided real-time NVIDIA earnings analysis including $78B guide, margin sustainability, and Rubin demand signals

NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence
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