NASDAQ
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The Nasdaq 100 implemented its June quarterly rebalance, which shifts the tide for “the Qs.” Namely, the Invesco QQQ Trust (QQQ) and its cost-efficient sibling, the Invesco Nasdaq 100 ETF (QQQM)....
Astera Labs, Inc. (ALAB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength do...
The AI infrastructure trade has broadened. NVIDIA (NASDAQ: NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where ...
Astera Labs rides on strong Aries and Taurus demand as AI infrastructure adoption lifts revenue and PCIe Gen 6 sales, with more growth expected in the second quarter....
Astera Labs' (ALAB) products are critical for data transmission in AI data centers, with hyperscaler capex and AI server GPU density driving segment growth across Aries, Taurus, Scorpio, and Leo. Scor...
CoreWeave and Nebius Group provide data centers and AI computing capacity. Teradyne and Astera Labs are AI infrastructure stocks that play important roles....
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain....
Astera Labs is rated a Strong Buy, driven by its emergence as the neutral connectivity layer in AI infrastructure, not just a retimer supplier. ALAB's Q1 2026 revenue surged 93% year-over-year to $308...
Analog Devices combines AI-driven communications growth with diversified end markets, while Astera Labs' rapid expansion faces premium valuation and rising competition....
In June, a Chinese lab released a frontier-grade language model, GLM-5.2 from Zhipu AI (still private), under a permissive open-source license with a one-million-token context window. A week earlier, ...