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People · Carl Quintanilla · Semiconductors

What Carl Quintanilla has said about semiconductors

Carl Quintanilla, CNBC anchor. 5 statements from October 19, 2026 to November 12, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. November 12, 2026 · on X
    “'. a deep failure was exposed this week: one of the world’s most valuable companies was allowed to run with some 60 direct reports, no clear succession plan, as though its founder were both immortal and infallible.' @JeffSonnenfeld $NVDA”

    Carl Quintanilla Relays Jeff Sonnenfeld’s Warning on Corporate Governance →

  2. November 2, 2026 · on X
    “MELIUS: '. at least 5 trillion-dollar plus companies. have to issue hundreds of billions in securities. The amount of paper is so large it has become the primary risk.. We are cutting some targets (NVDA, [to $315, prior $420]. AMD, AVGO, MRVL, DELL, QCOM, CRWV)'”

    Carl Quintanilla Reports Melius Cuts Nvidia Target to $315 on Debt Risk →

  3. October 31, 2026 · on X
    “'. Investors are waking up to the fact that the chip shortage may be an illusion,' said the chief investment officer at a North American hedge fund. Demand for components 'should not be soft right now, in this part of the cycle.' @FT”

    Carl Quintanilla Quotes CIO on “Illusion” of Chip Shortage →

  4. October 22, 2026 · on X
    “GS DESK: '. too many overhangs to feel comfortable playing offense in a truncated calendar window (esp with FOMC, earnings, election.) At least for now.. SOX has underperformed the S&P by 13% over the last 9 sessions. biggest stretch of [underperformance] in 20+ years.'”

    Carl Quintanilla Reports Goldman Sachs Desk Warns on Market Overhangs →

  5. October 19, 2026 · on X
    “Government ownership stakes just got a lot more interesting. @business $INTC”

    Carl Quintanilla Notes Increased Interest in Government Ownership Stakes →

Statements are reported from Carl Quintanilla’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Carl Quintanilla. The beat: Semiconductors.