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Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.
One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead of moving on.
Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.
After a violent June rally sent Rambus shares soaring and a brutal July pullback erased nearly a third of those gains, the memory interface specialist sits at a crossroads between AI-driven growth and mounting bearish signals that insiders may already be acting on.
BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...
The Philadelphia semiconductor index, known as SOX, fell into bear market territory on Friday but chip stocks later rebounded.
Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index rising 15.2%. Easing geopolitical tensions and technological advancements fueled market optimism, propelling the Information Technology and […]
The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.
The latest trading day saw Astera Labs, Inc. (ALAB) settling at $350.62, representing a -3.08% change from its previous close.
Networking, storage and connectivity lead its 2027 outlook
Astera Labs has recently faced pressure linked to chip-sector weakness, insider share sales under Rule 10b5-1 plans, index rebalancing effects, and broader geopolitical tensions, even as it prepares to report its second-quarter earnings in early August 2026. At the same time, the company is expanding its AI-focused connectivity portfolio and Taiwan lab footprint, aiming to support faster validation and deployment of large-scale AI infrastructure for major platform providers and...
Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]
Astera Labs ramps up its PCIe 6 portfolio to power AI platforms, but Amphenol's diversified strength makes it the more compelling connectivity pick.
Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.
Astera Labs Inc. (NASDAQ:ALAB) is one of the 10 Stocks Investors Are Running Away From. Astera Labs fell for a second day on Tuesday, losing 12.33 percent to finish at $362.05 apiece, as investor sentiment was primarily dampened by the re-escalating tensions between the US and Iran. In a social media post over the weekend, […]
Manuel Alba's sale follows a 386% one-year surge in Astera Labs shares. The semiconductor company now trades at a $69.7 billion market cap.
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.
Astera Labs PCIe Gen 6 momentum, strong Q1 revenue growth and AI data center demand put focus on its outlook, valuation and competitive pressures.
CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.
Many developments for the company were positive.
Chip stocks are on the move, inching higher to shake off some recent losses. The PHLX Semiconductor Index is up 1.3%, with 27 of its 30 stocks in the green despite the broader market sell-off fueled by a reignited U.
The Morning Bull - US Market Morning Update Wednesday, Jul, 8 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly in the red and Dow futures modestly higher as investors weigh three big forces. First, oil prices have climbed on tensions in the Strait of Hormuz, which is pushing up UK government bond yields above 4.8% and feeding expectations that interest rates in major economies may stay high, a concern for rate sensitive areas like housing and utilities. Second,...
SpaceX is officially part of the Nasdaq 100, but it's off to a rocky start. SpaceX was down 5.3% while the Nasdaq 100 was 1.4% in the red. SpaceX wasn’t the index’s worst performer, with chip-related stocks leading the fall.
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