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Zacks.com on MSNAstera Labs' AI Infrastructure Demand Accelerates: More Upside Ahead?ALAB stock rises 26.2% in three months as AI interconnect demand and first-mover innovations boost its 2025 outlook.
Zacks.com on MSN18d
Astera Labs Leads in PCIe 6.0 & AI Connectivity: More Upside Ahead?Astera Labs is emerging as a leading name in AI data center connectivity with a full PCIe 6.0 stack and strong OEM ties, raising investor hopes for more upside ahead.
In terms of equipment, Coherent continues to realize strong growth for 100-400G transceivers and is realizing a strong ramp in 800G adoption. Coherent is expecting to begin ramping 1.6T in eFY26 ...
Its work with Wistron on NVIDIA’s NVDA Blackwell-based MGX systems showcases ... modules reflects growing demand for CXL 3.0 and 400G/800G Ethernet. ALAB's Position in PCIe 6.0 and AI ...
Coherent's upside is driven by GenAI data center demand, strong market share, and respected management, despite leverage and competitive risks. Recent Q3 earnings and Investor Day reinforced the ...
Recent discussions on X about NVIDIA (NVDA) have centered around the company's latest earnings report and the impact of export restrictions on its revenue. Many users have highlighted the ...
REX aims to capture a piece of the fast-growing single-stock ETF market as investors seek to ride NVDA's massive growth potential. The fund seeks to provide a combination of leveraged exposure and ...
NVIDIA Corporation (NASDAQ:NVDA)’s “current stock price balances the bull case and the bear case,” Gil Luria, a stock analyst at investment bank DA Davidson, recently stated on CNBC. Nvidia ...
Nvidia’s (NVDA) “new revenue sources” are causing the Street’s worries about NVDA stock to ease significantly, Matt Bryson, the Managing Director of Wedbush Securities, told Yahoo Finance ...
In its first-quarter 2025 investor letter, Impax Global Environmental Markets Fund highlighted stocks such as NVIDIA Corporation (NASDAQ: NVDA). NVIDIA Corporation (NASDAQ:NVDA) offers graphics ...
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