Notícias

Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.

Astera Labs benefits from record Aries revenues and strong Taurus growth as AI infrastructure demand expands, with Q3 revenues likely to be $540M to $560M.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Investors apparently are betting that Bloom and Astera will make the cut because both stocks are rallying Friday.

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Bloom Energy and Cheniere Energy are two of the most likely inclusions in the benchmark index, according to Stephens analyst Melissa Roberts.

Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.

Astera Labs, Inc. (ALAB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.

One specializes in connectivity, the other dominates the full stack, but their valuations tell starkly different stories for 2026.

CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.

CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.

With long term government bond yields rising on inflation concerns, investors are being reminded that easy money is no longer the norm. Higher yields can reward patience in cash, yet they also punish companies that rely heavily on cheap debt. Founder led businesses that run lean and keep capital efficiency front and centre can look relatively attractive. This article highlights three stocks from the Top Founder Led Companies screener that fit that profile. The three founder led stocks below...

Earlier this year, Astera Labs, Inc. (ALAB) was highlighted for significantly outperforming its Computer and Technology peers, supported by improved earnings estimate trends and a top Zacks Rank of #1 (Strong Buy). This shift in analyst expectations and sentiment suggests the market is increasingly focused on Astera Labs’ earnings power as a core part of its AI connectivity story. Now we’ll examine how this stronger analyst sentiment around Astera Labs’ earnings outlook could reshape the...

Astera Labs stock has surged year to date, while the valuation checks suggest the shares are not a clear bargain and trade at a premium on several metrics. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the current market price, which contrasts with the more expensive read from market multiples. Astera Labs is up 61.2% year to date, which puts extra focus on whether current expectations already capture much of the good news in the price. The recent upgrade and stronger...

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.

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

While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.

Credo Technology exploded from double digits to over $300 in a single year, but the setup heading into fiscal 2027 is a fundamentally different bet, and the math behind our price target reveals exactly where the risk-reward gets interesting again.

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

Astera Labs rides on surging Scorpio X-Series demand, record revenues, and a rapid production increase as it battles Marvell and Credo in AI connectivity.

Marvell Technology heads into fiscal Q2 earnings with AI-driven data center growth in focus, but a rich valuation and fierce competition temper the setup.

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

ALAB is riding surging AI connectivity demand and Scorpio's ramp, while Credo targets over 80% fiscal 2027 growth as its optical portfolio expands.

Astera Labs' quarterly revenue surpassed monday.com for the first time in Q2 2026, signaling a potential inflection in their competitive positioning.

A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.

Astera Labs' stronger growth, rising earnings estimates, and AI connectivity demand make it more attractive than Broadcom.