News

Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

Astera Labs recently reported record second-quarter 2026 revenue and strong guidance for the third quarter, highlighting accelerating demand for its AI infrastructure connectivity portfolio and the volume-production ramp of its Scorpio X-Series fabric switches. Alongside these results, the company expanded its Taiwan operations and Cloud-Scale Interop Lab, signalling a deeper push into the broader semiconductor ecosystem and closer collaboration with major AI platform providers. Next, we’ll...

Astera Labs (NASDAQ:ALAB) reported record second-quarter revenue and projected a sharp sequential increase for the third quarter, citing accelerating demand for its AI infrastructure connectivity products and the volume-production ramp of its Scorpio X-Series fabric switches. Revenue for the second

Astera Labs smashed analyst estimates for the second quarter and with its guidance for the current period. But ALAB stock fell late.

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

Jim Cramer just told investors to buy a stock he once thought was too expensive. During the July 29 "Lightning Round" on CNBC's "Mad Money," a caller asked about Astera Labs (ALAB), and Cramer did not hesitate to comment. He said the fundamentals had not changed and that the recent drop came ...

Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.

AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.

Astera Labs (ALAB) has been in focus after reporting 115% revenue growth alongside profitability, while the broader semiconductor sector experienced a pullback and chip stocks saw renewed pressure in global markets. See our latest analysis for Astera Labs. Despite the strong business update, Astera Labs’ recent momentum has cooled, with the share price down 24.53% over the past week and 45.23% over the past month. However, the 1-year total shareholder return of 93.79% and 39.08% year to date...

In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $249.74, denoting a -4.03% move from the preceding trading day.

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

Astera Labs, Inc. (ALAB) concluded the recent trading session at $326.97, signifying a -1.19% move from its prior day's close.

Astera Labs has posted eight straight quarters of growth while AMD's revenue has stalled, narrowing a once-massive gap.

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

Astera Labs has delivered a very strong 1 year share price return, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the stock trading at a premium rather than on sale. Over the past year, Astera Labs is up 176.9%, which puts recent weakness into context and raises the question of how much optimism is already reflected in the price. Optimism around Astera Labs' role in AI focused connectivity can support rich expectations,...

ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.

Astera Labs stock rallies as the company announces a major expansion of its Taurus product line. Here’s why ALAB shares popped on the news today.

Astera Labs has quadrupled revenue in two years while Intel has stayed flat — a divergence that raises questions about which trajectory is sustainable.

Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

Sideways stock market action can be challenging. IBD's Stock Market Week Ahead provides some tips for how to play the coming week, and what to watch for.

After a violent June rally sent Rambus shares soaring and a brutal July pullback erased nearly a third of those gains, the memory interface specialist sits at a crossroads between AI-driven growth and mounting bearish signals that insiders may already be acting on.

BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...

Chip stocks fell hard for the second straight trading session on Thursday, led by declines for memory-chip makers such as SK Hynix.

Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index rising 15.2%. Easing geopolitical tensions and technological advancements fueled market optimism, propelling the Information Technology and […]

The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.

Networking, storage and connectivity lead its 2027 outlook

Astera Labs has recently faced pressure linked to chip-sector weakness, insider share sales under Rule 10b5-1 plans, index rebalancing effects, and broader geopolitical tensions, even as it prepares to report its second-quarter earnings in early August 2026. At the same time, the company is expanding its AI-focused connectivity portfolio and Taiwan lab footprint, aiming to support faster validation and deployment of large-scale AI infrastructure for major platform providers and...