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Julie Beal

Mentioned in 2 analyzed podcast episodes across 1 show

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

“Analyzed AI chip concentration, small-cap rally sustainability, and airline demand destruction risk”

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA

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

“Fast Money panelist; highlighted NVIDIA's customer concentration risk; skeptical on Salesforce Agent Force revenue readiness”

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