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Browsing Tag

Astera

3 posts
MMicrosoft
Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?
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Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?

  • August 8, 2026
Quick Read VRT and ALAB both beat earnings riding Amazon and Microsoft’s $100B quarterly AI capex, yet Astera…
AAI
Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching
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Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching

  • May 26, 2026
Nvidia (NASDAQ: NVDA) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have…
AAnthropic
Amazon’s $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks
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Amazon’s $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

  • April 22, 2026
Astera Labs (ALAB) achieved 115% revenue growth to $182.5M in 2025 with a 75.7% gross margin by supplying…
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