Nvidia (NVDA 1.86%) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players. As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity technologies that enable the movement...
Nvidia (NVDA 1.86%) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players. As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity technologies that enable the movement of massive amounts of data between servers and across data centers. Against this backdrop, here's why these three AI-powered tech stocks are worth watching for a potential Nvidia-style run in the coming years. Astera Labs Astera Labs (ALAB +3.19%) designs high-speed connectivity chips and hardware that enable AI chips, servers, and memory to communicate efficiently within modern data centers. AI spending is increasingly shifting away from training large models toward running AI applications at scale. Subsequently, demand for connectivity solutions that enable faster and more efficient data movement across data centers is also growing significantly. Astera is well-positioned to capitalize on this opportunity. Expand NASDAQ : ALAB Astera Labs Today's Change ( 3.19 %) $ 9.51 Current Price $ 307.35 Key Data Points Market Cap $53B Day's Range $ 300.00 - $ 315.75 52wk Range $ 84.78 - $ 315.81 Volume 348.9K Avg Vol 5.4M Gross Margin 75.99 % Astera's recent financials highlight its growing momentum. Revenue surged 93% year over year to $308.4 million, while adjusted earnings per share (EPS) rose 84.8% year over year to $0.61 in the first quarter of fiscal 2026 (ending March 31, 2026). Management now expects Q2 revenue in the range of $355 million to $365 million, up 15% to 18% sequentially. Astera has already shipped millions of PCIe Gen 6 ports, high-speed connections that help move data quickly between AI chips, memory, and servers. These products accounted for more than one-third of the company's Q1 revenue. The company's Scorpio switch family (connectivity chips that help larg...
The US has launched strikes on southern Iran in a test of the seven-week long ceasefire, as both sides played down hopes for an imminent peace deal even as negotiators from Tehran began new talks in Qatar. US forces targeted missile launch sites and boats attempting to lay mines, US central command (Centcom) said on Tuesday, but stressed that the strikes did not indicate the ceasefire with Iran wa...
The US has launched strikes on southern Iran in a test of the seven-week long ceasefire, as both sides played down hopes for an imminent peace deal even as negotiators from Tehran began new talks in Qatar. US forces targeted missile launch sites and boats attempting to lay mines, US central command (Centcom) said on Tuesday, but stressed that the strikes did not indicate the ceasefire with Iran was over. Centcom “continues to defend our forces while using restraint during the ongoing ceasefire”, said navy captain Tim Hawkins, who characterised the action as “defensive”. In Iran, the news website Tabnak, believed to be close to former Revolutionary Guard chief Mohsen Rezaei, identified four dead Guard troops it said had been killed in American strikes on boats. Iranian state television separately reported blasts around Bandar Abbas, a city on the Strait of Hormuz home to a military port and a dual-use airport. The Iranian state news agency Mehr later said the situation was “completely under control” and there was no reason for residents to worry. The strikes – the second major attacks to take place during the seven-week ceasefire – came as Mohammad Bagher Ghalibaf, the speaker of Iran’s parliament, led a delegation of negotiators to Qatar. Local media said Iran’s foreign minister, Abbas Araghchi, and central bank governor, Abdolnaser Hemmati, were among the group as well. Hemmati’s presence has fuelled speculation that talks will focus on the release of frozen Iranian assets. The deal currently under negotiation with the US would reportedly see Washington agree to unfreeze some Iranian assets being held in banks outside Iran – including Qatar. Trump has faced criticism from loyalists in his party over the reports that billions of dollars in frozen assets could be made available to Tehran, with senior Republican saying the reported details of the peace deal appear too close to the nuclear deal negotiated in 2015 by the Obama administration, which Trump pulled out of. ...
Huawei targets 1.4-nanometer chip performance by 2031 Huawei Technologies Co. Ltd. expects to match the performance of industry-leading 1.4-nanometer chips by 2031 using a novel design architecture, signaling a major step in bypassing U.S. curbs on its access to advanced manufacturing tools. He Tingbo, president of the company’s semiconductor division, unveiled the Tau (τ) Scaling Law at an intern...
Huawei targets 1.4-nanometer chip performance by 2031 Huawei Technologies Co. Ltd. expects to match the performance of industry-leading 1.4-nanometer chips by 2031 using a novel design architecture, signaling a major step in bypassing U.S. curbs on its access to advanced manufacturing tools. He Tingbo, president of the company’s semiconductor division, unveiled the Tau (τ) Scaling Law at an international symposium on Monday. The new theoretical framework focuses on minimizing signal transmission time across vertically stacked chip layers rather than shrinking the physical size of transistors. Under the new approach, Huawei’s upcoming Kirin processors, due this autumn, will feature “LogicFolding” technology. By vertically stacking digital, analog, and memory circuits, the method shortens transmission paths and reduces resistance, allowing chips to operate more efficiently on older manufacturing nodes.
China Begins Flooding The Market With DRAM And NAND Memory Chips Last September, when the memory bubble was just getting started, we said that inevitably " the cure for high commodity prices is, well, high commodity prices." While many financial market maxims have quietly ceased working in recent years thanks to rigged markets due to central bank interventions and market manipulation by both money...
China Begins Flooding The Market With DRAM And NAND Memory Chips Last September, when the memory bubble was just getting started, we said that inevitably " the cure for high commodity prices is, well, high commodity prices." While many financial market maxims have quietly ceased working in recent years thanks to rigged markets due to central bank interventions and market manipulation by both money printers and HFTs, this is one that will never fail, the only question is timing. Furthermore, there is one other thing that can be added as an ironclad footnote here, and that is that once China starts producing the commodity in question, what was formerly price euphoria quickly turns to collapse ( as history so vividly demonstrates when looking at any of China's export markets, where price dumping always unleashes hell for domestic producers). Well, for memory chips, that time has finally come. You mean commodity DRAM prices won’t go to infinity? https://t.co/islKPtFQY2 — zerohedge (@zerohedge) May 22, 2026 According to Tom's Hardware , Wccftech and techspot , Chinese semiconductor firms have begun flooding the market with domestically produced DRAM and NAND chips in a move that analysts say will drive down memory and storage prices , offering consumers some much-needed relief. Reports suggest that several leading global PC component manufacturers have already started using the chips in upcoming products. According to screenshots posted on X by tipster @wxnod, Corsair has integrated memory chips manufactured by Chinese DRAM maker ChangXin Memory Technologies (CXMT) into its next-generation memory modules. While Corsair typically sources memory chips from Micron Technology, elevated market prices have reportedly pushed the company to explore more cost-effective alternatives . CXMT DDR5 DRAM Die Appears in Corsair Memory pic.twitter.com/GRLeAUHtEN — Алексей (@wxnod) May 22, 2026 As Tom's Hardware lays out, in late 2024, China-based ChangXing Memory Technologies (CXMT) bega...
Huawei says it's come up with a new pathway to shorten its gap with industry leader TSMC, potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment. Bloomberg Intelligence's Robert Lea explains. (Source: Bloomberg)
Huawei says it's come up with a new pathway to shorten its gap with industry leader TSMC, potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment. Bloomberg Intelligence's Robert Lea explains. (Source: Bloomberg)
Chinese shares listed in Hong Kong rose after returning from a holiday, as investors brushed aside Beijing’s most forceful crackdown on illicit cross-border stock trading to chase tech gains. The Hang Seng China Enterprises Index advanced as much as 0.9%, with Lenovo Group Ltd. and Semiconductor Manufacturing International Corp. leading the gains. A Bloomberg gauge of Hong Kong-listed brokerages a...
Chinese shares listed in Hong Kong rose after returning from a holiday, as investors brushed aside Beijing’s most forceful crackdown on illicit cross-border stock trading to chase tech gains. The Hang Seng China Enterprises Index advanced as much as 0.9%, with Lenovo Group Ltd. and Semiconductor Manufacturing International Corp. leading the gains. A Bloomberg gauge of Hong Kong-listed brokerages also jumped 3.3%. Tuesday’s upbeat tone was lifted by optimism over Huawei Technologies’ near breakthrough in advanced production. That’s in contrast to the 2.2% slide in the Nasdaq Golden Dragon China Index on Friday after authorities threatened penalties against popular brokers and ordered non-compliant accounts to be liquidated in two years in measures announced after local markets shut. Sentiment was steadier when Hong Kong markets reopened on Tuesday, as investors bet a gradual unwind and the option to shift accounts to local brokers would keep liquidity and funds within the system. The extended timeline along with the targeted scope of the curbs also offered some relief. “I think the crackdown is specific to cross-border online brokers,” said Vey Sern Ling , managing director at Union Bancaire Privee. “Investors should not be worried that this is a broader regulatory tightening in the tech or Internet space.” Analysts including Morgan Stanley and Citic Securities have said that the financial impact from the measures is manageable. The crackdown is estimated to affect as much as HK$250 billion ($32 billion) of assets in Hong Kong, but the assets are spread across different products, and any equity selling would probably happen gradually, according to Citic. Still, the moves mark China’s most aggressive attempt yet to curb citizens’ access to overseas markets, a long-running but prohibited practice in a country with strict capital controls to protect its currency. The Hong Kong stock market’s strong performance in the last two years — the HSCEI gauge jumped more than 50%...
Globalism Seeks To Kill The Nation-State Authored by J.B. Shurk via American Thinker , International government threatens the whole planet. People are beginning to understand that those who rule in their name have long been working to eliminate the nation-state. The United Nations is not neutral ground for national governments to discuss their differences; it is a governmental construct meant to r...
Globalism Seeks To Kill The Nation-State Authored by J.B. Shurk via American Thinker , International government threatens the whole planet. People are beginning to understand that those who rule in their name have long been working to eliminate the nation-state. The United Nations is not neutral ground for national governments to discuss their differences; it is a governmental construct meant to replace national governments. The World Health Organization is not an international body meant to coordinate complex responses to global health emergencies; it is an institution vested with vast power and authority to track and regulate every human on the planet. The Bank for International Settlements, the World Bank Group, and the International Monetary Fund don’t exist to expand free trade, open markets, and assist developing nations; they exist to centralize control over all economic transactions in the world. The onslaught of “green new deal” laws in Canada, the United States, the United Kingdom, the European Union, Australia, and New Zealand have nothing to do with preserving the environment or “saving the planet”; they are part of a broader U.N. initiative to track every person’s so-called “carbon footprint” in order to monitor, tax, and regulate all human activity. The U.N.’s “climate reparations” policy has nothing to do with “justice” or “science”; it exists to justify the redistribution of wealth from Western nations to non-Western nations under the guise of “international law.” The message we have heard all our lives is loud and clear: Nations do bad things. International organizations do good things. The rhetorical war on “nationalism” didn’t begin because people who are proud of their nations magically became Nazis; people who are proud of their nations are called “Nazis” so that those who rule over us can demonize the nation-state. If you go back through newspapers and scholarly essays before WWII, “nationalism” and “patriotism” are used interchangeably. After ...