News

Astera Labs (ALAB) has just expanded its Leo Smart Memory Controller family with three new connectivity products aimed at AI data centers, putting fresh attention on how the stock reflects its growing role in AI infrastructure. The Leo launch lands after a sharp run in Astera Labs’ share price, with a 7 day share price return of 33.91% and a 30 day share price return of 29.88%, even though the 90 day share price return declined 9.43% and the 1 year total shareholder return is 75.60%. This...

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

Technology stocks including Meta Platforms, Intel, ARM holdings and Micron Technology are pushing the market sharply higher today, following a summer full of concerning development. Is this the start of another major rally?

Credo's 20.3% monthly slide contrasts with triple-digit revenue growth, but premium valuation, customer concentration and execution risks remain.

Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.

A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one of the most mispriced setups in AI infrastructure right now.

One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Astera Labs (NasdaqGS:ALAB) unveiled new Leo Smart Memory Controller solutions, including the Leo X-Series and Leo 2 E & P-Series, targeting AI and cloud workloads. The expanded Leo lineup is built for large-scale AI uses such as KV-cache and agentic AI, aiming to improve memory efficiency for hyperscalers. Astera Labs is collaborating with major CPU, GPU, and memory vendors and is showcasing the Leo family at the AI Infra Summit. The launch of the Leo X-Series and Leo 2 E & P-Series comes...

GRAB is moving ahead with its remaining share repurchase authorization, backed by strong cash liquidity and confidence in its long-term growth plans.

Astera Labs expands its Leo CXL memory controller lineup as hyperscaler design wins and new products strengthen its AI infrastructure connectivity position.

GRAB's $1.49B Atome stake buyout is set to expand its Southeast Asia lending reach and lift Financial Services adjusted EBITDA to $500M by 2028.

CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.

The cables, chips, and switches connecting AI clusters are now the bottleneck the entire industry is racing to fix, and three mid-cap names are positioned at exactly that chokepoint before most retail investors realize the opportunity exists.

ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.

CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.

Astera Labs shares sank 10.1% Monday morning after Anthropic's Dario Amodei and a chorus of AI leaders called for the industry to slow down.

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

Here is how Astera Labs, Inc. (ALAB) and Allient (ALNT) have performed compared to their sector so far this year.

NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems. Reuters reported September 10 that inference-chip startup d-Matrix will use Nvidia’s NVLink Fusion technology to connect its next-generation Raptor processors directly into Nvidia data-center racks. The systems are expected to become available in […]

Astera Labs, Inc. (ALAB) concluded the recent trading session at $291.22, signifying a +2.35% move from its prior day's close.

Sale executed under pre-arranged Rule 10b5-1 trading plan adopted in May, leaving Alba with 1.4 million shares as Astera stock has surged 54% over the past year.

One company is growing revenue at triple-digit rates but depends on a single customer for 70% of sales; the other has scale and a decade-long Google partnership but trades at a premium valuation.

One trades at a 72x forward P/E with heavy customer concentration; the other generates $5.7B in free cash flow with a 37x multiple.

One company is riding triple-digit growth but faces customer concentration risk; the other dominates with 45% net margins yet carries geopolitical exposure.