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

One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?

Arm earns royalties every time a chip uses its architecture, while Credo builds the connectivity that links those chips inside AI data centers. Both are essential to the AI build-out, but only one is growing at a triple-digit pace.

Astera Labs benefits from record Aries revenues and strong Taurus growth as AI infrastructure demand expands, with Q3 revenues likely to be $540M to $560M.

Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.

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 consensus price target hints at a 28.2% upside potential for Credo Technology Group (CRDO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

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?

ALAB is riding surging AI connectivity demand and Scorpio's ramp, while Credo targets over 80% fiscal 2027 growth as its optical portfolio expands.

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 […]

Dow Jones Futures: President Trump's U.S.-Iran comments sparked market losses Monday as oil prices jumped. Elon Musk-led SpaceX rallied.

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

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.

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

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.

CRDO and LITE are riding AI-driven demand for photonics, with growth outlooks, expanding optical portfolios and bullish revenue targets.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.

FIVE, CRDO and HPE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 30, 2026.

Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.

TER, FORM, AMKR and CRDO decline about 30% in a month, but AI chip testing, packaging and high-speed connectivity demand may support a recovery.

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.

CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.

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...

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.