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NVIDIA's scale, diversified AI exposure, stronger profitability and lower valuation give it an edge over Credo after earnings.

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.

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

CRDO sees optics as its next major growth engine, with fiscal 2027 optical revenues on track to top $600 million as AECs keep expanding.

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.

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

Credo Technology Group (CRDO) delivered earnings and revenue surprises of +2.56% and +0.69%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.

Marvell (MRVL) delivered earnings and revenue surprises of +1.08% and +1.03%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

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?

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

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 […]

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?

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

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?

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

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.

MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

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.

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

Credo Technology Group (CRDO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Earlier this month, Credo Technology Group Holding reported fourth-quarter and full-year FY26 results showing sales of US$437.0 million and US$1.34 billion respectively, alongside higher net income and earnings per share versus the prior year, and issued Q1 FY27 revenue guidance of US$465.0 million to US$475.0 million. The company also closed its acquisition of DustPhotonics, adding silicon photonics capabilities and creating an integrated electrical‑optical connectivity portfolio aimed at...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Best Up and Coming AI Stocks to Buy Now. The company recently reported its fiscal Q4 2026 earnings on June 1. Following the release on June 2, Mizuho analyst Vijay Rakesh raised the price target on Credo Technology Group Holding Ltd (NASDAQ:CRDO) from $260 to […]

Credo Technology Group Holding Ltd. (CRDO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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.