High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
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.
Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
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, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.
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.
ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.
Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% […]
MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.
Credo Technology's revenue tripled and its stock soared over 1,600% in five years, yet shares just cratered 21% in a single week. Here is what that sell-off reveals about whether a $350 price target is a genuine opportunity or wishful thinking.
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States […]
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.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
