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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.
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
Credo Technology Group Holding has delivered a very large 3 year return, yet the latest valuation work suggests the stock is trading at a premium to its intrinsic value, with the share price also no longer looking like an obvious bargain on broader checks. Over the last 3 years, Credo Technology Group Holding has produced a very large total return, which puts extra focus on whether recent gains leave much valuation cushion. Investor interest has been supported by Credo's role in high speed...
Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.
The CTO of Credo Technology executed the sale through a pre-arranged trading plan.
This insider maintains 3.1 million shares valued at $705 million after a sale under a Rule 10b5-1 trading plan.
This insider maintains 2.6 million shares directly and roughly 475,000 indirectly through a family trust after a planned sale under a Rule 10b5-1 trading arrangement.
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the […]
MaxLinear's 31% pullback tests whether booming AI data-center demand can outweigh supply constraints, rising costs and a stretched valuation.
Here is how Amkor Technology (AMKR) and Credo Technology Group Holding Ltd. (CRDO) have performed compared to their sector so far this year.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the 10 Stocks Investors Are Running Away From. Credo Technology dropped its share prices by 8.11 percent on Monday to close at $236.88 apiece, as investors turned pessimistic anew amid the escalating tensions between the US and Iran. Over the weekend, President Donald Trump announced the […]
Credo Technology Group Holding (CRDO) has moved into the spotlight after analysts highlighted the company as a top semiconductor pick and pointed to its focus on AI connectivity solutions as a key part of the story. See our latest analysis for Credo Technology Group Holding. The recent analyst attention has come after a sharp run, with Credo Technology Group Holding’s share price up 48.5% over the past 90 days and a 1 year total shareholder return of 140%. However, the stock has pulled back...
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 153%. On July 6, William Blair analyst Sebastien Naji named Credo his top semiconductor pick for the next six months. That followed several constructive June calls. Evercore ISI analyst Mark Lipacis […]
Cheng Chi Fung executed sales under a pre-arranged Rule 10b5-1 trading plan, retaining a $1.56 billion stake in the chipmaker.
Astera Labs PCIe Gen 6 momentum, strong Q1 revenue growth and AI data center demand put focus on its outlook, valuation and competitive pressures.
Credo Technology Group (NASDAQ:CRDO) is the quiet AI infrastructure story that suddenly is not quiet anymore. Its Active Electrical Cables and 1.6T interconnects sit inside training clusters at five of the six major hyperscalers, and fiscal 2026 revenue more than tripled to $1.335 billion. Shares are up 79.78% year to date to $258.69. Can Credo ... Price Prediction: Will Credo Hit $500 by 2030?
CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.
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.
Fabrinet, MACOM, and Credo posted strong AI-driven revenue growth and earn solid analyst Buy ratings, positioning them as overlooked plays within the semiconductor supply chain.
BMA, CRDO and APPS made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 7, 2026.
One offers explosive growth but carries customer concentration risk; the other brings scale and diversification.
The Morning Bull - US Market Morning Update Tuesday, Jul, 7 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures ahead close to 1%. The move comes as investors digest softer US jobs data, with June payrolls at 57,000 and unemployment at 4.2%, which hints that hiring is cooling and may ease pressure for tighter policy. At the same time, the US 10-year yield sits near 4.47% and oil prices are easing, a combination that can...
MU tops a July screen of profitable stocks alongside two peers, backed by strong net income margins and projected earnings growth.
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