ALAB is riding surging AI connectivity demand and Scorpio's ramp, while Credo targets over 80% fiscal 2027 growth as its optical portfolio expands.

Astera Labs' quarterly revenue surpassed monday.com for the first time in Q2 2026, signaling a potential inflection in their competitive positioning.

A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.

Astera Labs' stronger growth, rising earnings estimates, and AI connectivity demand make it more attractive than Broadcom.

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Astera Labs (ALAB) has drawn fresh attention after reporting second quarter 2026 results and issuing new third quarter guidance, giving investors updated figures on sales, profitability, and expected revenue. See our latest analysis for Astera Labs. At a share price of $320.17, Astera Labs has seen a strong 90 day share price return of 31.08% and a year to date share price return of 78.31%. The 1 year total shareholder return of 71.74% points to momentum that has been reinforced by recent...

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

Astera Labs, Inc. (ALAB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Apple upgraded, Workday downgraded: Wall Street's top analyst calls

ALAB and ANET are positioned to benefit from AI-cloud networking growth, with strong outlooks, estimate revisions and upside potential.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.

Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Revenue doubled year-over-year as Scorpio X-Series enters volume production.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...

ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.

One company builds the hardware that powers AI data centers while the other monetizes the apps that run on them.

Astera Labs stock has delivered a strong 86.3% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium rather than on sale. Astera Labs is up 86.3% over the past year, which puts extra focus on whether recent gains already reflect investors’ expectations. Recent excitement around AI infrastructure products and expansion of operations may support high growth expectations. However,...

Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.

Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

Astera Labs stock spiked 12.7% on Tuesday after the company surpassed Wall Street's targets in its latest earnings announcement. Investors could buy Astera Labs at the current price or use options to potentially buy shares of the semiconductor company for a discount. Astera Labs is a fabless semiconductor company that designs high-speed connectivity solutions for data centers and AI infrastructure.

MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.

Stock Market Today: The Dow Jones index rises Wednesday on further optimism about the Strait of Hormuz reopening. AMD stock and SpaceX fall.

Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.

Third-quarter revenue guided at $540 million to $560 million with gross margin at 72%

AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

The Dow and S&P 500 hit new highs while the Nasdaq powered higher again. SpaceX, AMD and Arista led earnings movers late.

Astera Labs recently reported record second-quarter 2026 revenue and strong guidance for the third quarter, highlighting accelerating demand for its AI infrastructure connectivity portfolio and the volume-production ramp of its Scorpio X-Series fabric switches. Alongside these results, the company expanded its Taiwan operations and Cloud-Scale Interop Lab, signalling a deeper push into the broader semiconductor ecosystem and closer collaboration with major AI platform providers. Next, we’ll...

Astera Labs, Inc. (ALAB) delivered earnings and revenue surprises of +15.94% and +8.93%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Astera Labs (NASDAQ:ALAB) reported record second-quarter revenue and projected a sharp sequential increase for the third quarter, citing accelerating demand for its AI infrastructure connectivity products and the volume-production ramp of its Scorpio X-Series fabric switches. Revenue for the second

Astera Labs smashed analyst estimates for the second quarter and with its guidance for the current period. But ALAB stock fell late.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

Stock Market Today: The Dow Jones index jumps as Microsoft rallies. Oil stocks lag after Trump move on Iran. Salesforce, Boeing shine.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

Jim Cramer just told investors to buy a stock he once thought was too expensive. During the July 29 "Lightning Round" on CNBC's "Mad Money," a caller asked about Astera Labs (ALAB), and Cramer did not hesitate to comment. He said the fundamentals had not changed and that the recent drop came ...

Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.

AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.