ALAB Astera Labs, Inc.

Here is how Allient (ALNT) and Astera Labs, Inc. (ALAB) have performed compared to their sector so far this year.

Israel Englander bought stock in Palantir and Astera Labs in the second quarter.

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here. The Fund (Class N) returned 21.90% in the quarter, lagging behind its benchmark, the Russell 2000 Growth Index, which returned 25.71%. Over the past year, the Fund outperformed the benchmark, returning 44.45% compared […]

In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $364.62, denoting a +1.14% move from the preceding trading day.

For Credo Technology (CRDO) investors, the worry is paying a high price for a stock that swings hard. The shares cost 67.7 times the past year's earnings, against 22.4 for the S&P 500. Past sell-offs have cut them by more than half. In its latest quarter, Credo's revenue more than doubled from a year earlier. So what does Credo have to keep delivering for that risk to pay off.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss the stocks that have seen gains amid the buzz around Meta's (META) Muse and whether investors should expect that to continue in the long term.

Astera Labs boasts higher revenue growth, but customer concentration poses a risk. Marvell trades at lower multiples with broader diversification.

Astera Labs (ALAB) has just expanded its Leo Smart Memory Controller family with three new connectivity products aimed at AI data centers, putting fresh attention on how the stock reflects its growing role in AI infrastructure. The Leo launch lands after a sharp run in Astera Labs’ share price, with a 7 day share price return of 33.91% and a 30 day share price return of 29.88%, even though the 90 day share price return declined 9.43% and the 1 year total shareholder return is 75.60%. This...

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

Technology stocks including Meta Platforms, Intel, ARM holdings and Micron Technology are pushing the market sharply higher today, following a summer full of concerning development. Is this the start of another major rally?

Credo's 20.3% monthly slide contrasts with triple-digit revenue growth, but premium valuation, customer concentration and execution risks remain.

Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.

A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one of the most mispriced setups in AI infrastructure right now.

One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Astera Labs (NasdaqGS:ALAB) unveiled new Leo Smart Memory Controller solutions, including the Leo X-Series and Leo 2 E & P-Series, targeting AI and cloud workloads. The expanded Leo lineup is built for large-scale AI uses such as KV-cache and agentic AI, aiming to improve memory efficiency for hyperscalers. Astera Labs is collaborating with major CPU, GPU, and memory vendors and is showcasing the Leo family at the AI Infra Summit. The launch of the Leo X-Series and Leo 2 E & P-Series comes...

GRAB is moving ahead with its remaining share repurchase authorization, backed by strong cash liquidity and confidence in its long-term growth plans.

Astera Labs expands its Leo CXL memory controller lineup as hyperscaler design wins and new products strengthen its AI infrastructure connectivity position.

GRAB's $1.49B Atome stake buyout is set to expand its Southeast Asia lending reach and lift Financial Services adjusted EBITDA to $500M by 2028.

CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.

The cables, chips, and switches connecting AI clusters are now the bottleneck the entire industry is racing to fix, and three mid-cap names are positioned at exactly that chokepoint before most retail investors realize the opportunity exists.

ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.

CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.

Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

Here is how Astera Labs, Inc. (ALAB) and Allient (ALNT) have performed compared to their sector so far this year.

NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems. Reuters reported September 10 that inference-chip startup d-Matrix will use Nvidia’s NVLink Fusion technology to connect its next-generation Raptor processors directly into Nvidia data-center racks. The systems are expected to become available in […]

Astera Labs, Inc. (ALAB) concluded the recent trading session at $291.22, signifying a +2.35% move from its prior day's close.

Sale executed under pre-arranged Rule 10b5-1 trading plan adopted in May, leaving Alba with 1.4 million shares as Astera stock has surged 54% over the past year.

One company is growing revenue at triple-digit rates but depends on a single customer for 70% of sales; the other has scale and a decade-long Google partnership but trades at a premium valuation.

One trades at a 72x forward P/E with heavy customer concentration; the other generates $5.7B in free cash flow with a 37x multiple.

One company is riding triple-digit growth but faces customer concentration risk; the other dominates with 45% net margins yet carries geopolitical exposure.

Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.

Astera Labs benefits from record Aries revenues and strong Taurus growth as AI infrastructure demand expands, with Q3 revenues likely to be $540M to $560M.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Investors apparently are betting that Bloom and Astera will make the cut because both stocks are rallying Friday.

Bloom Energy and Cheniere Energy are two of the most likely inclusions in the benchmark index, according to Stephens analyst Melissa Roberts.

Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.

Astera Labs, Inc. (ALAB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.

One specializes in connectivity, the other dominates the full stack, but their valuations tell starkly different stories for 2026.

CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.