Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Credo Technology Group Holding stock has delivered a very strong three year return, yet the latest valuation checks suggest the shares are priced at a premium rather than offering clear value. Credo Technology Group Holding has returned about 18.0x over the past three years, which puts extra focus on whether today’s price still leaves room for attractive long term returns. Expectations around Credo Technology Group Holding’s role in AI focused connectivity, especially through initiatives...
Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
The PHLX Semiconductor Index was down 5.6%, on pace for its biggest decline since July 1, according to Dow Jones Market Data. All 30 SOX components haven’t closed lower on the same day since July 29. Coherent and Credo Technology Group were the biggest laggards with 12% drops.
All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
Credo Technology Group Holding Ltd. (NASDAQ:CRDO) saw its share price climb by 8.82 percent on Monday to finish at $282.82, as investors began positioning their portfolios ahead of its earnings results for the first quarter of fiscal year 2027. According to the company, it is scheduled to release the results after market close on September […]
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.
CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.
Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story or a rare entry point.
Credo stock is making headway toward a buy point. But the AI play is still recovering from a steep slide from its all-time high.
Applied Materials (AMAT) delivered earnings and revenue surprises of +3.55% and +1.31%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing new AI-focused interconnect products with leadership in an Open Compute Project workstream on lightweight serial interfaces, Credo is positioning its technology at the center of efforts to ease AI memory...
CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.
QuickLogic (QUIK) delivered earnings and revenue surprises of -50.00% and -8.63%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Teradyne and Credo Technology are in bases on Thursday. Skyward Specialty Insurance and NetApp also on watch.
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
Credo Technology Group Holding (CRDO) is back in focus after showcasing new interconnect products for AI memory and storage at the FMS 2026 conference, directly connected to data center scale requirements. See our latest analysis for Credo Technology Group Holding. The new AI focused interconnects come after a very strong run for Credo Technology Group Holding, with the share price up 66.12% year to date and a 1 year total shareholder return of 115.72%. However, the 30 day share price return...
Credo Technology tripled revenue and crushed earnings, yet the stock sits 10% below its highs while analysts debate whether a specific price target by 2030 is ambition or fantasy. Three things have to break exactly right for shareholders to see the biggest payoff.