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Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.
The connectivity provider for data center infrastructure reported a notable insider sale following a 134% increase in its stock price over the past year.
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.
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]
Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.
CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.
In recent days, Credo Technology Group Holding has highlighted a sharp ramp in its optical networking business, with management projecting more than 80% revenue growth in fiscal 2027, including over US$600.00 million from products such as ZeroFlap optics, silicon photonics, photonic integrated circuits, and optical DSPs. This acceleration in AI-focused, high-speed optical connectivity, supported by the Dust Photonics acquisition and broader silicon photonics portfolio, marks a meaningful...
Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.
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.
ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% […]
MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.
Credo Technology's revenue tripled and its stock soared over 1,600% in five years, yet shares just cratered 21% in a single week. Here is what that sell-off reveals about whether a $350 price target is a genuine opportunity or wishful thinking.
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States […]
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.
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
Credo Technology Group Holding has delivered a very large 3 year return, yet the latest valuation work suggests the stock is trading at a premium to its intrinsic value, with the share price also no longer looking like an obvious bargain on broader checks. Over the last 3 years, Credo Technology Group Holding has produced a very large total return, which puts extra focus on whether recent gains leave much valuation cushion. Investor interest has been supported by Credo's role in high speed...
Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...
The CTO of Credo Technology executed the sale through a pre-arranged trading plan.
This insider maintains 3.1 million shares valued at $705 million after a sale under a Rule 10b5-1 trading plan.
This insider maintains 2.6 million shares directly and roughly 475,000 indirectly through a family trust after a planned sale under a Rule 10b5-1 trading arrangement.
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the […]
Here is how Amkor Technology (AMKR) and Credo Technology Group Holding Ltd. (CRDO) have performed compared to their sector so far this year.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the 10 Stocks Investors Are Running Away From. Credo Technology dropped its share prices by 8.11 percent on Monday to close at $236.88 apiece, as investors turned pessimistic anew amid the escalating tensions between the US and Iran. Over the weekend, President Donald Trump announced the […]
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 153%. On July 6, William Blair analyst Sebastien Naji named Credo his top semiconductor pick for the next six months. That followed several constructive June calls. Evercore ISI analyst Mark Lipacis […]
Cheng Chi Fung executed sales under a pre-arranged Rule 10b5-1 trading plan, retaining a $1.56 billion stake in the chipmaker.
Astera Labs PCIe Gen 6 momentum, strong Q1 revenue growth and AI data center demand put focus on its outlook, valuation and competitive pressures.
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