
The semiconductor giant specializing in high-speed connectivity solutions for AI reported a notable insider stock sale.
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The semiconductor giant specializing in high-speed connectivity solutions for AI reported a notable insider stock sale.

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.

Credo Technology crushed its earnings estimates. So why did the stock drop 20%?
GAAP gross margin fell to 64.5% from 67.4% a year earlier

Strong AI connectivity demand remains intact, Credo’s results show, but investors appear to be demanding more in the backdrop of sharp stock gains this year.

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.

Credo Technology late Tuesday beat estimates for its fiscal first quarter and with its sales outlook. But Credo stock fell in extended trading.
While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.

MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.

A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.

Credo stock is making headway toward a buy point. But the AI play is still recovering from a steep slide from its all-time high.
Teradyne and Credo Technology are in bases on Thursday. Skyward Specialty Insurance and NetApp also on watch.
MaxLinear's 31% pullback tests whether booming AI data-center demand can outweigh supply constraints, rising costs and a stretched valuation.
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.
In late June 2026, Credo Technology Group Holding was added to several larger Russell benchmarks, including the Russell 1000, Russell Midcap, and Russell 1000 Growth and Dynamic indices, while being removed from smaller-cap indices such as the Russell 2000 and Russell 2500. This shift into larger-cap and growth-oriented indices coincided with strong AI-driven connectivity demand, positive fiscal 2026 results, and an ambitious outlook for its copper and optical portfolios. We’ll now examine...
Q4 revenue of $437 million matched all of FY2025 in a single quarter
Roth Capital hiked the price target on Credo Technology to $300 from $200 and maintained a ‘Buy’ rating on the shares.
Credo Technology shares fall even as revenue, earnings per share and forward guidance all come in ahead of expectations.
Credo Technology stock declines despite better-than-expected earnings. The stock has rallied 157% since bottoming at the end of March.
Chip stocks tied to the buildout of data centers for artificial intelligence fell Tuesday on a negative report about OpenAI.
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