Aaron Rakers
Equity analyst at Wells Fargo specializing in semiconductors and memory markets, providing analysis of AI-related memory demand and industry roadmaps during the episode.
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Mar 26, 2026 • 44min
Closing Bell Overtime 3/26/26
Christina Parchenevel, markets reporter who tracks sector moves and memory stocks. Steve Tusa, J.P. Morgan industrials analyst focused on AI capex impacts. Aaron Rakers, Wells Fargo semiconductor analyst specializing in memory demand. They unpack memory stock swings, AI-driven memory demand and roadmaps, and industrials’ exposure to the AI investment cycle.
