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Semiconductor stocks have had a standout quarter. The PHLX Semiconductor Index is up more than 86% for the quarter, Dow Jones Market Data show. Chip stocks are lifting the broader market as the sector leader.

The chipmaker's stock surged when its new product line took off, but management had been mapping out that exact trajectory for months.

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

The Morning Bull - US Market Morning Update Tuesday, Jun, 30 2026 US stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.7% and Nasdaq 100 futures rising just over 1%. The backdrop is a US 10 year Treasury yield holding near 4.38%, which signals borrowing costs for mortgages, car loans, and company debt remain relatively high as a hawkish Federal Reserve tone keeps rate hike expectations alive. At the same time, the US goods trade deficit has widened to...

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 […]

In late June 2026, Astera Labs, Inc. was added to the NASDAQ-100 Index while simultaneously being removed from the Russell 2500 and Russell 2500 Growth benchmarks, reflecting a shift in how the company is represented across major equity indices. This index reshuffling highlights Astera Labs’ growing profile in large-cap technology and its increasing relevance to investors focused on AI infrastructure connectivity. Next, we’ll examine how Astera Labs’ NASDAQ-100 inclusion interacts with its...

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

US equity indexes were higher on Monday after the US and Iran paused hostilities, followed by gains

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Astera Labs surges as analysts raise targets, citing stronger chip demand and greater visibility into AI spending through 2028.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Stock Market Today: The Dow Jones index rose Monday on U.S.-Iran news. SpaceX stock rallied on its addition to the Nasdaq-100 index.

Astera Labs, Inc. (NASDAQ:ALAB) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Stifel raised the price target on Astera Labs, Inc. (NASDAQ:ALAB) from $260 to $460 and maintained a Buy rating on the shares. The stock has gained roughly 25% over the past month, propelled by its inclusion in […]

​Astera Labs, Inc. (NASDAQ:ALAB) is one of the Best Growth Stocks to Buy and Hold for the Next Decade. Astera Labs, Inc. (NASDAQ:ALAB) has gained more than 37% over the past month driven by strong momentum from record Q1 2026 earnings and its recent addition to the NASDAQ-100 index. ​The company joined the NASDAQ-100 index […]

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 24, 2026, Stifel raised its price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $350 from $321 and kept a Buy rating. Stifel said its earlier view that analog players were positioned for a […]

Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors. On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340. It reiterated a Buy rating on the stock. The firm pointed to improving momentum across the semiconductor sector. In a note […]

Nabius and CoreWeave surged in the lead up to their Nasdaq 100 listing, but have fallen in the to days since their inclusions.

Grow Funds, an investment Advisor, released its Q1 2026 investor letter for “GROW Small Cap Equity Long/Short Fund”. A copy of the letter can be downloaded here. In Q1 2026, GROW Small Cap Equity Long/Short L.P (Fund) returned 4.18%, outperforming the Russell 2000 Growth Index’s –2.80%, HFRI Equity Hedge Index’s -0.24%, and the HFRI Fundamental […]

NBIS and CRWV have rallied 34% and 24%, respectively, since the inclusion was announced earlier this month.

Astera Labs (ALAB) is drawing fresh attention after being added to the Nasdaq-100 Index, supported by strong Q1 results, a Taiwan expansion, and the launch of its Scorpio X-Series AI fabric switch. See our latest analysis for Astera Labs. The recent Nasdaq-100 inclusion and AI-focused product launches have coincided with sharp share price momentum for Astera Labs, with a 30-day share price return of 70.75% and a year-to-date share price return of 132.27%, while the 1-year total shareholder...

The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading into the back half of 2026: each delivered a Q1 2026 beat with raised or strong ... 3 Stocks to Buy Now Before Wall Street Catches On

Astera Labs, Inc. (ALAB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

AI stocks are growing in size, and that's reflected in the June 2026 Nasdaq-100 rebalance.

Astera Labs rides on strong Aries and Taurus demand as AI infrastructure adoption lifts revenue and PCIe Gen 6 sales, with more growth expected in the second quarter.

Astera Labs Inc. (NASDAQ:ALAB) is one of the fastest-growing AI infrastructure stocks to buy. On June 3, 2026, Astera Labs said it had expanded its Taiwan operations and Cloud-Scale Interop Lab, strengthening engineering, operations, and coordination with customers and ecosystem partners in one of the world’s key semiconductor supply-chain hubs. For AI infrastructure, time to […]

Nebius has been high on investors’ radars amid a series of expansion news, contract wins and a surging stock price.

Astera Labs Inc. (NASDAQ:ALAB) is one of the best up and coming stocks to buy for the next 3 years. On May 5, Astera Labs reported record financial results for Q1 2026, with revenue reaching $308.4 million. This represents a 14% increase sequentially and a 93% growth year-over-year, largely fueled by robust demand for the […]

Astera Labs Inc. (NASDAQ:ALAB) is one of the best young stocks to invest in according to hedge funds. On May 5, Astera Labs introduced its Scorpio X-Series 320-lane smart fabric switch, designed to address the inefficiency of fragmented AI workloads. As AI training and inference tasks increasingly branch and pause, traditional infrastructure often leaves expensive […]