News — AI supercycle headlines

Zacks16h agobullish

Astera Labs Q1 Earnings Beat Estimates, Revenues Increase Y/Y

ALAB tops Q1 estimates as revenue nearly doubles, fueled by PCIe 6 demand and AI connectivity growth, with Scorpio set to accelerate.

ADI ALAB AMAT

Barrons.com16h agobullish

5 Signs the Semiconductor Rally Is Getting Silly

Artificial intelligence is driving a massive chip stocks rally. Several data points indicate that the rally is getting slightly ridiculous.

Investor's Business Daily1d agobullish

Dow Jones Futures Rise; Trump Hits Hormuz Pause; AMD, Lumentum, Arista Lead AI Earnings Movers

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

ALAB AMD ANET AVGO DIS GOOGL LITE SNDK+3

Investor's Business Daily1d agobullish

Astera Labs Delivers Beat-And-Raise First-Quarter Report

Astera Labs beat analyst estimates for the first quarter and with its outlook for Q2. ALAB stock rose in extended trading.

ALAB

24/7 Wall St.2d agobullish

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

ALAB AMAT AMD INTC MRVL MU