News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Astera Labs (NasdaqGS:ALAB) unveiled new Leo Smart Memory Controller solutions, including the Leo X-Series and Leo 2 E & P-Series, targeting AI and cloud workloads. The expanded Leo lineup is built for large-scale AI uses such as KV-cache and agentic AI, aiming to improve memory efficiency for hyperscalers. Astera Labs is collaborating with major CPU, GPU, and memory vendors and is showcasing the Leo family at the AI Infra Summit. The launch of the Leo X-Series and Leo 2 E & P-Series comes...
GRAB is moving ahead with its remaining share repurchase authorization, backed by strong cash liquidity and confidence in its long-term growth plans.
Astera Labs expands its Leo CXL memory controller lineup as hyperscaler design wins and new products strengthen its AI infrastructure connectivity position.
CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.
The cables, chips, and switches connecting AI clusters are now the bottleneck the entire industry is racing to fix, and three mid-cap names are positioned at exactly that chokepoint before most retail investors realize the opportunity exists.
ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.
CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.
Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.
Here is how Astera Labs, Inc. (ALAB) and Allient (ALNT) have performed compared to their sector so far this year.
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems. Reuters reported September 10 that inference-chip startup d-Matrix will use Nvidia’s NVLink Fusion technology to connect its next-generation Raptor processors directly into Nvidia data-center racks. The systems are expected to become available in […]
Astera Labs, Inc. (ALAB) concluded the recent trading session at $291.22, signifying a +2.35% move from its prior day's close.
Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.
The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
Bloom Energy and Cheniere Energy are two of the most likely inclusions in the benchmark index, according to Stephens analyst Melissa Roberts.
Astera Labs, Inc. (ALAB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
One specializes in connectivity, the other dominates the full stack, but their valuations tell starkly different stories for 2026.
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.
CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.
With long term government bond yields rising on inflation concerns, investors are being reminded that easy money is no longer the norm. Higher yields can reward patience in cash, yet they also punish companies that rely heavily on cheap debt. Founder led businesses that run lean and keep capital efficiency front and centre can look relatively attractive. This article highlights three stocks from the Top Founder Led Companies screener that fit that profile. The three founder led stocks below...
Earlier this year, Astera Labs, Inc. (ALAB) was highlighted for significantly outperforming its Computer and Technology peers, supported by improved earnings estimate trends and a top Zacks Rank of #1 (Strong Buy). This shift in analyst expectations and sentiment suggests the market is increasingly focused on Astera Labs’ earnings power as a core part of its AI connectivity story. Now we’ll examine how this stronger analyst sentiment around Astera Labs’ earnings outlook could reshape the...
Astera Labs stock has surged year to date, while the valuation checks suggest the shares are not a clear bargain and trade at a premium on several metrics. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the current market price, which contrasts with the more expensive read from market multiples. Astera Labs is up 61.2% year to date, which puts extra focus on whether current expectations already capture much of the good news in the price. The recent upgrade and stronger...
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.
Here is how Astera Labs, Inc. (ALAB) and Avnet (AVT) have performed compared to their sector so far this year.
Credo Technology exploded from double digits to over $300 in a single year, but the setup heading into fiscal 2027 is a fundamentally different bet, and the math behind our price target reveals exactly where the risk-reward gets interesting again.
Astera Labs rides on surging Scorpio X-Series demand, record revenues, and a rapid production increase as it battles Marvell and Credo in AI connectivity.