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…
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the…
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain. The companies actually building, wiring, and connecting the AI factories trade…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?”…
American fabless semiconductor manufacturer and AI company Astera Labs (NASDAQ: ALAB | ALAB Price Prediction) is in the middle of a momentum regime change. The chart, the income statement, and the AI capex…
Trey Thoelcke The AI arms race isn’t just about who builds the smartest chatbot — it’s about who supplies the plumbing. When Anthropic expanded its partnership with Amazon (NASDAQ:AMZN | AMZN Price Prediction) to…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper…
Pre-Market Stock Futures: Futures are trading lower after a solid risk-on Wednesday, when all major indices finished higher. Reports that filtered out of the media that Iran had backchannelled the CIA, looking…
Gavin Baker is not a household name like Buffett or Druckenmiller, but among serious technology investors, his views on AI carry enormous weight. The Atreides Management founder is known for podcast appearances…
Astera Labs (Nasdaq: ALAB | ALAB Price Prediction) closed at $129.32 on February 13, 2026, down 23.86% over the past week. Wall Street’s average price target sits at $204.47, implying 58% upside…
Jordan Chussler Live Updates Conference Call is Going Now 4:46pm ETAstera’s call has started, and shares are now down 8%. We expect Wall Street to focus deeply on the company’s margin guidance. How Astera’s…
Pre-Market Stock Futures: The futures are trading higher after NVIDIA Inc. (NASDAQ: NVDA | NVDA Price Prediction) blew out its fiscal third-quarter results and offered strong forward guidance, though perhaps not as…
Astera Labs (NASDAQ: ALAB | ALAB Price Prediction) delivered a decisive earnings beat after market close on Tuesday, posting Q3 results that extended the company’s streak of outperformance. Investors initially bid the…
Joel South Live Updates Astera's Call Has Finished 6:20pm ETAstera’s call has finished, here are some highlights: Analysts probed upcoming product cycles, and management hinted at extending TAM into intelligent memory, network connectivity, and…
Eric Bleeker 
