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Credo Technology Group Holding (NasdaqGS:CRDO) is repositioning itself as a key AI infrastructure supplier through new high speed connectivity products, expanded protocol IP and the acquisition of DustPhotonics. Major cloud providers, including hyperscalers such as Amazon and Microsoft, are adopting Credo's solutions as AI data center build outs require more advanced connectivity. Recent patent dispute settlements have removed a set of legal uncertainties around Credo's technology portfolio,...

CRDO stock has surged 28% YTD, fueled by AI infrastructure demand and AEC growth. Strong hyperscaler traction and M&A moves hint at further upside.

CRDO, STRL and VLO emerge as top growth picks as AI infrastructure and energy stocks ride strong earnings momentum and rising estimates.

Astera Labs heads into Q1 earnings with strong AI-driven growth and rising revenues, but high valuation, margin pressure, and stiff competition cloud the outlook.

Hyperscale cloud computing companies are keeping their foot on the gas when it comes to AI data center capex.

By Karen Roman Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it was granted a Texas Semiconductor Innovation Fund grant for $20.9 million to bolster its 210,000 sq. ft. manufacturing expansion in […]

Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4 million. At the time, a single company worth $1 trillion would have seemed impossible. Now we have several. If you’re paying attention, you ... $1 Trillion in AI Capex Is Coming. Here Are 5 Stocks That Will Feast on the Buildout

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the 10 Best Under-the-Radar Data Center Stocks to Buy. The stock has skyrocketed 367.99% in the past year and 32.31% year-to-date. On April 22 alone, Credo Technology’s stock rose 3.37 percent as it continued to highlight its next-generation connectivity solutions for AI infrastructure. Last week, the […]