Notícias

Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

Revenue doubled year-over-year as Scorpio X-Series enters volume production.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

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.

Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...

ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.

One company builds the hardware that powers AI data centers while the other monetizes the apps that run on them.

Astera Labs stock has delivered a strong 86.3% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium rather than on sale. Astera Labs is up 86.3% over the past year, which puts extra focus on whether recent gains already reflect investors’ expectations. Recent excitement around AI infrastructure products and expansion of operations may support high growth expectations. However,...

Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.

Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

Astera Labs stock spiked 12.7% on Tuesday after the company surpassed Wall Street's targets in its latest earnings announcement. Investors could buy Astera Labs at the current price or use options to potentially buy shares of the semiconductor company for a discount. Astera Labs is a fabless semiconductor company that designs high-speed connectivity solutions for data centers and AI infrastructure.

MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.

Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.

Stock Market Today: The Dow Jones index rises Wednesday after surprise jobs data. AMD stock and SpaceX plunge on earnings.

Third-quarter revenue guided at $540 million to $560 million with gross margin at 72%

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, Inc. (ALAB) delivered earnings and revenue surprises of +15.94% and +8.93%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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

The Dow and S&P 500 hit new highs while the Nasdaq powered higher again. SpaceX, AMD and Arista led earnings movers late.

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

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

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