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What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

Revenue hit $479 million with seventh consecutive quarter of triple-digit growth.

The stock market fell, but rebounded bullishly despite surging oil prices and Treasury yields hitting long-term highs.

Credo Technology Group Holding Ltd (CRDO) posts record Q1 FY2027 results with 115% year-over-year revenue growth, driven by optical expansion and strong AEC demand.

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

The fast-growing semiconductor name, up 49% year-to-date, faced its latest test after the market closed on Sept. 1.

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Semtech (SMTC) delivered earnings and revenue surprises of +14.52% and +4.12%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Sandisk, Micron, Credo and many other chip and AI stocks dived a day after bullish moves. The major indexes are wiping out recent gains.

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

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.

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 […]

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.

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?

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

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.

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.

Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.

Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.

Chip stocks fell hard for the second straight trading session on Thursday, led by declines for memory-chip makers such as SK Hynix.

Chip stocks continued to whipsaw in volatile trading on Tuesday. But several semiconductor stocks were holding above a key support level.

Chip stocks sold off on Monday despite an upbeat report from Taiwan Semiconductor Manufacturing. Arm and other stocks broke support.

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.

Credo Technology stock surged higher on Monday, leading all gainers on the Philadelphia semiconductor index, known as SOX.

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 dropped, while tech futures plunged as Micron, Nvidia and Sandisk dived premarket.

Credo Technology stock surged to an all-time high on Monday, leading semiconductor stocks into record high territory.

Investing.com -- Credo Technology Group (NASDAQ:CRDO) shares climbed 3.5% on Monday after Evercore ISI analyst Mark Lipacis initiated coverage with a roaring Outperform rating and a $325 price target. Following Friday’s close at $271.83, Lipacis’s target hands the high-speed connectivity challenger a premium of roughly 20% above its current record-high trading levels. In a detailed note to clients, Lipacis argued that Wall Street is completely misjudging the scale of Credo’s long-term opportunit