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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Astera Labs (ALAB), Why Is Fresh Attention Building Now?
Simply Wall St.10h agoneutral
Astera Labs (ALAB), Why Is Fresh Attention Building Now?

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...

Why Is Astera Labs (ALAB) Expanding Leo Memory Controllers For AI And Cloud?
Simply Wall St.7d agoneutral
Why Is Astera Labs (ALAB) Expanding Leo Memory Controllers For AI And Cloud?

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...

Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
Insider Monkey13d agoneutral
Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner

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 […]

The Next Winners May Not Be the Stocks You Expect
24/7 Wall St.15d agoneutral
The Next Winners May Not Be the Stocks You Expect

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.

Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
Barrons.com22d agoneutral
Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month

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.

Astera Labs Stock And 2 AI Data Center Picks From Founder Led Companies
Simply Wall St.24d agoneutral
Astera Labs Stock And 2 AI Data Center Picks From Founder Led Companies

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...