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What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

Revenue hit $479 million with seventh consecutive quarter of triple-digit growth.

Credo Technology Group Holding Ltd (CRDO) posts record Q1 FY2027 results with 115% year-over-year revenue growth, driven by optical expansion and strong AEC demand.

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

The fast-growing semiconductor name, up 49% year-to-date, faced its latest test after the market closed on Sept. 1.

Semtech (SMTC) delivered earnings and revenue surprises of +14.52% and +4.12%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

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?

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.

Credo Earnings Top Expectations. The Stock Is Rising on AI Expectations

Credo pivots from a Q4 beat to a fiscal 2027 optical inflection, with a second-half ramp that management says could reshape the revenue mix.

Credo Technology Group Holding Ltd (CRDO) reports a 206% revenue increase, driven by strong optical portfolio growth and strategic acquisitions, despite supply chain challenges.

Credo Technology Group (NASDAQ:CRDO) reported record fiscal fourth-quarter and full-year results, with management pointing to strong demand for artificial intelligence data center connectivity and forecasting another year of rapid growth. Chief Executive Officer Bill Brennan said fiscal 2026 was “a

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

Marvell (MRVL) delivered earnings and revenue surprises of -0.39% and +0.59%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?