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

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.

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

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.

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%

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?

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

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

Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.

Astera Labs is posting triple-digit growth with a fortress balance sheet, while Intel is seeing accelerating data center growth.

One profitable but concentrated, the other scaling fast but burning cash.

One powers AI data centers with explosive growth but customer concentration risk; the other feeds defense spending with steady demand but negative cash flow.

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.

One is profitable with fortress balance sheet strength; the other burns cash while chasing quantum breakthroughs.

With expectations sky-high, Astera's Aug. 4 earnings could decide whether the stock's pullback is a bargain or a trap.

One company is posting 115% revenue growth and 25.7% net margins; the other just reported a $293.9 million loss and negative free cash flow.

Institutional money is quietly rotating into the infrastructure layer beneath the GPU trade, and three under-the-radar names are already posting numbers that suggest Wall Street hasn't caught up to the story yet.

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

While most AI investors crowd into chipmakers and hyperscalers, three names one layer deeper in the buildout are quietly posting triple-digit growth rates and drawing major analyst upgrades before the next round of earnings hits.

Chip Stocks Ignite Market Rally as Earnings Season Gains Momentum

One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead of moving on.

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.

The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

Astera Labs stock prints a new all-time high, but Wall Street analysts on average see significant downside in ALAB shares from current levels.

Astera Labs Inc. (NASDAQ:ALAB) is one of the 10 Stocks Investors Are Chasing Right Now. Astera Labs surged to a new all-time high on Monday, thanks to early quarterly window-dressing, while investors loaded portfolios amid improvements on the macroeconomic front. In intra-day trading, Astera Labs Inc. (NASDAQ:ALAB) surged to its highest price of $456.76 before […]