MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.

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

Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.

CRDO targets scale-up AI connectivity as a new growth leg, with fiscal 2027 revenues starting and a bigger fiscal 2028 opportunity ahead.

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.

A tiny optical computing stock sits at the bleeding edge of AI infrastructure, trading at a fraction of its recent highs while holding a balance sheet that just eliminated its biggest existential risk. Whether its commercial bets pay off depends on one critical ramp now underway.

Demand for artificial intelligence data centers continues to spark demand for connectivity leader Credo Technology. But shares have since retreated and are now clinging to support at the 50-day moving average as the tech-heavy Nasdaq composite gets rattled.

Sandisk, Micron, Credo and many other chip and AI stocks dived a day after bullish moves. The major indexes are wiping out recent gains.

Stock Market Today: The Nasdaq falls Tuesday as Treasury yields rise. Nvidia stock, Micron and Sandisk sink.

Credo Technology Group Holding stock has delivered a very strong three year return, yet the latest valuation checks suggest the shares are priced at a premium rather than offering clear value. Credo Technology Group Holding has returned about 18.0x over the past three years, which puts extra focus on whether today’s price still leaves room for attractive long term returns. Expectations around Credo Technology Group Holding’s role in AI focused connectivity, especially through initiatives...

Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

The PHLX Semiconductor Index was down 5.6%, on pace for its biggest decline since July 1, according to Dow Jones Market Data. All 30 SOX components haven’t closed lower on the same day since July 29. Coherent and Credo Technology Group were the biggest laggards with 12% drops.

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.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

Dow Jones Futures: President Trump's U.S.-Iran comments sparked market losses Monday as oil prices jumped. Elon Musk-led SpaceX rallied.

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) saw its share price climb by 8.82 percent on Monday to finish at $282.82, as investors began positioning their portfolios ahead of its earnings results for the first quarter of fiscal year 2027. According to the company, it is scheduled to release the results after market close on September […]

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.

CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.

Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story or a rare entry point.

Credo stock is making headway toward a buy point. But the AI play is still recovering from a steep slide from its all-time high.

Applied Materials (AMAT) delivered earnings and revenue surprises of +3.55% and +1.31%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing new AI-focused interconnect products with leadership in an Open Compute Project workstream on lightweight serial interfaces, Credo is positioning its technology at the center of efforts to ease AI memory...

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

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

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

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

QuickLogic (QUIK) delivered earnings and revenue surprises of -50.00% and -8.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Teradyne and Credo Technology are in bases on Thursday. Skyward Specialty Insurance and NetApp also on watch.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

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.

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

Credo Technology Group Holding (CRDO) is back in focus after showcasing new interconnect products for AI memory and storage at the FMS 2026 conference, directly connected to data center scale requirements. See our latest analysis for Credo Technology Group Holding. The new AI focused interconnects come after a very strong run for Credo Technology Group Holding, with the share price up 66.12% year to date and a 1 year total shareholder return of 115.72%. However, the 30 day share price return...

Credo Technology tripled revenue and crushed earnings, yet the stock sits 10% below its highs while analysts debate whether a specific price target by 2030 is ambition or fantasy. Three things have to break exactly right for shareholders to see the biggest payoff.

CRDO and LITE are riding AI-driven demand for photonics, with growth outlooks, expanding optical portfolios and bullish revenue targets.

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.

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

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, seesawed. However, Nvidia stock retook a key support level. On the stock market today, the SOX rose just over 1%.

The connectivity provider for data center infrastructure reported a notable insider sale following a 134% increase in its stock price over the past year.

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.

Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]

Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.

FIVE, CRDO and HPE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 30, 2026.

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

In recent days, Credo Technology Group Holding has highlighted a sharp ramp in its optical networking business, with management projecting more than 80% revenue growth in fiscal 2027, including over US$600.00 million from products such as ZeroFlap optics, silicon photonics, photonic integrated circuits, and optical DSPs. This acceleration in AI-focused, high-speed optical connectivity, supported by the Dust Photonics acquisition and broader silicon photonics portfolio, marks a meaningful...

Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.