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Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

Astera Labs recently reported record second-quarter 2026 revenue and strong guidance for the third quarter, highlighting accelerating demand for its AI infrastructure connectivity portfolio and the volume-production ramp of its Scorpio X-Series fabric switches. Alongside these results, the company expanded its Taiwan operations and Cloud-Scale Interop Lab, signalling a deeper push into the broader semiconductor ecosystem and closer collaboration with major AI platform providers. Next, we’ll...

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?

Astera Labs (NASDAQ:ALAB) reported record second-quarter revenue and projected a sharp sequential increase for the third quarter, citing accelerating demand for its AI infrastructure connectivity products and the volume-production ramp of its Scorpio X-Series fabric switches. Revenue for the second

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

Astera Labs smashed analyst estimates for the second quarter and with its guidance for the current period. But ALAB stock fell late.

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

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

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.

Jim Cramer just told investors to buy a stock he once thought was too expensive. During the July 29 "Lightning Round" on CNBC's "Mad Money," a caller asked about Astera Labs (ALAB), and Cramer did not hesitate to comment. He said the fundamentals had not changed and that the recent drop came ...

Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.

AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.

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 (ALAB) has been in focus after reporting 115% revenue growth alongside profitability, while the broader semiconductor sector experienced a pullback and chip stocks saw renewed pressure in global markets. See our latest analysis for Astera Labs. Despite the strong business update, Astera Labs’ recent momentum has cooled, with the share price down 24.53% over the past week and 45.23% over the past month. However, the 1-year total shareholder return of 93.79% and 39.08% year to date...

In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $249.74, denoting a -4.03% move from the preceding trading day.

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.

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

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.

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

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.

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.