Here's how AMD could stand to benefit from Xilinx

Stacy Rasgon of Bernstein and Patrick Moorhead of Moor Insights and Strategy join "Squawk Alley" to discuss reports of AMD's talks to acquire Xilinx. I don't think it's that hard to construct a reasonable strategic thesis here, says Rasgon. It expands AMD's efforts in a number of areas, and there may be a defensive angle to this, as well. On the surface, this deal isn't as crazy as it looks.
08:33
Fri, Oct 9 20201:14 PM EDT

watch now
VIDEO06:08
CNBC ProI think we got the Fed on the right side of this, private sector will drive growth: David Zervos
watch now
VIDEO05:33
CNBC ProWe could have a faster economic recovery, but stimulus is key: Carlyle Group’s Rubenstein
watch now
VIDEO05:42
CNBC ProHere's why Fundstrat's Tom Lee is still bullish despite current uncertainty
watch now
VIDEO04:33
CNBC ProHere's what stocks investors are watching ahead of the election
watch now
VIDEO03:56
CNBC ProShort-term volatility is an opportunity: Wealth advisor