Actualités

ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.

Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% […]

MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

Credo Technology's revenue tripled and its stock soared over 1,600% in five years, yet shares just cratered 21% in a single week. Here is what that sell-off reveals about whether a $350 price target is a genuine opportunity or wishful thinking.

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States […]

TER, FORM, AMKR and CRDO decline about 30% in a month, but AI chip testing, packaging and high-speed connectivity demand may support a recovery.

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.

One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead of moving on.

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.

Credo Technology Group Holding has delivered a very large 3 year return, yet the latest valuation work suggests the stock is trading at a premium to its intrinsic value, with the share price also no longer looking like an obvious bargain on broader checks. Over the last 3 years, Credo Technology Group Holding has produced a very large total return, which puts extra focus on whether recent gains leave much valuation cushion. Investor interest has been supported by Credo's role in high speed...

Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...

CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.

The CTO of Credo Technology executed the sale through a pre-arranged trading plan.

This insider maintains 3.1 million shares valued at $705 million after a sale under a Rule 10b5-1 trading plan.

This insider maintains 2.6 million shares directly and roughly 475,000 indirectly through a family trust after a planned sale under a Rule 10b5-1 trading arrangement.

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

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio returned 33.22% gross and 32.83% net of fees, respectively, in the second quarter of 2026, compared to the 25.71% return of the […]

MaxLinear's 31% pullback tests whether booming AI data-center demand can outweigh supply constraints, rising costs and a stretched valuation.

Here is how Amkor Technology (AMKR) and Credo Technology Group Holding Ltd. (CRDO) have performed compared to their sector so far this year.

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

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the 10 Stocks Investors Are Running Away From. Credo Technology dropped its share prices by 8.11 percent on Monday to close at $236.88 apiece, as investors turned pessimistic anew amid the escalating tensions between the US and Iran. Over the weekend, President Donald Trump announced the […]

Credo Technology Group Holding (CRDO) has moved into the spotlight after analysts highlighted the company as a top semiconductor pick and pointed to its focus on AI connectivity solutions as a key part of the story. See our latest analysis for Credo Technology Group Holding. The recent analyst attention has come after a sharp run, with Credo Technology Group Holding’s share price up 48.5% over the past 90 days and a 1 year total shareholder return of 140%. However, the stock has pulled back...

We examine the investment case for small-cap stocks.

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

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 153%. On July 6, William Blair analyst Sebastien Naji named Credo his top semiconductor pick for the next six months. That followed several constructive June calls. Evercore ISI analyst Mark Lipacis […]

Cheng Chi Fung executed sales under a pre-arranged Rule 10b5-1 trading plan, retaining a $1.56 billion stake in the chipmaker.

Astera Labs PCIe Gen 6 momentum, strong Q1 revenue growth and AI data center demand put focus on its outlook, valuation and competitive pressures.

Credo Technology Group (NASDAQ:CRDO) is the quiet AI infrastructure story that suddenly is not quiet anymore. Its Active Electrical Cables and 1.6T interconnects sit inside training clusters at five of the six major hyperscalers, and fiscal 2026 revenue more than tripled to $1.335 billion. Shares are up 79.78% year to date to $258.69. Can Credo ... Price Prediction: Will Credo Hit $500 by 2030?

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.