Astera Labs faces investor caution as execs sell stock, despite strong AI hardware demand. Upcoming May earnings are a crucial test for the company's high-growth trajectory. While the company is operationally positioned as a critical component within the global AI infrastructure build-out, significant equity sales by its top executives are introducing a note of caution. Investors are now weighing ...
Astera Labs faces investor caution as execs sell stock, despite strong AI hardware demand. Upcoming May earnings are a crucial test for the company's high-growth trajectory. While the company is operationally positioned as a critical component within the global AI infrastructure build-out, significant equity sales by its top executives are introducing a note of caution. Investors are now weighing whether the firm's robust growth metrics can counterbalance the apparent skepticism signaled by its own management team. Leadership Cashing Out Raises Eyebrows The stock came under notable selling pressure recently, shedding over seven percent to trade at 102.00 euros. This decline is largely attributed to reports of substantial insider selling activity. Over the past three months, senior leaders, including the Chief Executive Officer, have disposed of sizable portions of their holdings. The market frequently interprets such transactions as a potential indicator that near-term valuations may have become stretched. With this latest drop, the equity has now declined by almost 34 percent since the start of the year. Strong Fundamentals and Analyst Support Fundamentally, Astera Labs continues to benefit from unrelenting demand for specialized hardware that networks AI chips. Its latest quarterly report showcased this strength, with revenue reaching approximately $270.6 million. This performance demonstrates the company's ability to capitalize on the industry-wide data center upgrade cycle, even alongside giants like NVIDIA. Market researchers continue to back this positive trajectory with buy ratings, highlighting the firm's connectivity solutions as an essential enabler for cloud providers engaged in massive capacity expansion. Should investors sell immediately? Or is it worth buying Astera Labs? The Crucial Test Ahead in May The long-term corporate strategy remains firmly focused on growth and market consolidation. Initiatives such as the new UALink platform aim to strengthen...
That's done little but to further infuriate many in Pakistan's authorities. Often within hours of an attack, it is common to hear Pakistan ministers link it to Afghanistan, leading to furious rebuttals from the Taliban government. After years of diplomatic efforts, Pakistan now says that there is nothing to talk about.
That's done little but to further infuriate many in Pakistan's authorities. Often within hours of an attack, it is common to hear Pakistan ministers link it to Afghanistan, leading to furious rebuttals from the Taliban government. After years of diplomatic efforts, Pakistan now says that there is nothing to talk about.
Automakers near and far are dipping their figurative toes into new frontiers such as artificial intelligence (AI), humanoid robotics, and driverless vehicles. Some automakers, such as Tesla (TSLA 3.25%) are exploring all three areas. For auto investors, owning a company that one day thrives with driverless vehicles, or perhaps vehicles-as-a-service, could be a portfolio-transforming win -- or it c...
Automakers near and far are dipping their figurative toes into new frontiers such as artificial intelligence (AI), humanoid robotics, and driverless vehicles. Some automakers, such as Tesla (TSLA 3.25%) are exploring all three areas. For auto investors, owning a company that one day thrives with driverless vehicles, or perhaps vehicles-as-a-service, could be a portfolio-transforming win -- or it could be a disappointment if the company falls short of ambitions. That raises the question: Does Lucid's (LCID 2.28%) recent announcement with Uber Technologies (UBER 1.95%) make the young EV maker a buy now? Lucid's major announcements At Lucid's recent investor day in New York, the young electric vehicle (EV) maker highlighted its strategic near-term plans that included elements of its upcoming midsize platform, its next-generation electric drive unit, and the evolution of its strategic driverless vehicle partnership with Uber. It's really the combination of Lucid's upcoming midsize platform and the partnership with Uber that should have investors intrigued. A brief recap: In January, Lucid, Nuro, Inc. and Uber, unveiled the production intent vehicles to be used in the partnership's global robotaxi service, with limited autonomous on-road testing beginning in the month prior. It's a significant milestone and partnership, to be sure, but delivering this with commercial scale will be a massive challenge for not just this partnership, but the entire industry. For Lucid specifically, the partnership featured a $300 million investment from Uber and called for integrating Nuro's autonomous technology into 20,000 or more Lucid Gravity SUVs for exclusive use with Uber's platform over the next six years. That original partnership has now evolved and investors should take note because it could be the key to unlocking real driverless vehicle scale down the road. Meet the Lunar concept Now the companies are finalizing an agreement to deploy Lucid's upcoming midsize EV platform as rob...
Key Points Lucid's Investor Day highlighted its near-term strategy including its driverless vehicle partnership with Uber. Uber and Lucid recently expanded their partnership to include the latter's midsize platform and double the vehicles. Lucid's Lunar concept is a robotaxi concept designed for improved unit economics. 10 stocks we like better than Lucid Group › Automakers near and far are dippin...
Key Points Lucid's Investor Day highlighted its near-term strategy including its driverless vehicle partnership with Uber. Uber and Lucid recently expanded their partnership to include the latter's midsize platform and double the vehicles. Lucid's Lunar concept is a robotaxi concept designed for improved unit economics. 10 stocks we like better than Lucid Group › Automakers near and far are dipping their figurative toes into new frontiers such as artificial intelligence (AI), humanoid robotics, and driverless vehicles. Some automakers, such as Tesla (NASDAQ: TSLA) are exploring all three areas. For auto investors, owning a company that one day thrives with driverless vehicles, or perhaps vehicles-as-a-service, could be a portfolio-transforming win -- or it could be a disappointment if the company falls short of ambitions. That raises the question: Does Lucid's (NASDAQ: LCID) recent announcement with Uber Technologies (NYSE: UBER) make the young EV maker a buy now? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Lucid's major announcements At Lucid's recent investor day in New York, the young electric vehicle (EV) maker highlighted its strategic near-term plans that included elements of its upcoming midsize platform, its next-generation electric drive unit, and the evolution of its strategic driverless vehicle partnership with Uber. It's really the combination of Lucid's upcoming midsize platform and the partnership with Uber that should have investors intrigued. A brief recap: In January, Lucid, Nuro, Inc. and Uber, unveiled the production intent vehicles to be used in the partnership's global robotaxi service, with limited autonomous on-road testing beginning in the month prior. It's a significant milestone and partnership, to be sure, but delivering this with commercial scale will be a massive c...
By David Jeans NEW YORK, March 20 (Reuters) - Palantir (PLTR)’s Maven artificial intelligence system will become an official program of record, Deputy Secretary of Defense Steve Feinberg said in a letter to Pentagon leaders, a move that locks in long-term use of Palantir’s weapons-targeting technology across the U.S. military. In the March 9 letter to senior Pentagon leaders and U.S. military com...
By David Jeans NEW YORK, March 20 (Reuters) - Palantir (PLTR)’s Maven artificial intelligence system will become an official program of record, Deputy Secretary of Defense Steve Feinberg said in a letter to Pentagon leaders, a move that locks in long-term use of Palantir’s weapons-targeting technology across the U.S. military. In the March 9 letter to senior Pentagon leaders and U.S. military commanders, Feinberg said embedding Palantir’s Maven Smart System would provide warfighters “with the latest tools necessary to detect, deter, and dominate our adversaries in all domains”. The decision is expected to go into effect by the close of the current fiscal year, which ends in September, according to the letter, which was reviewed by Reuters and has not been previously reported. Maven is a command-and-control software platform that analyzes battlefield data and identifies targets. It is already the primary AI operating system for the U.S. military, which has carried out thousands of targeted strikes against Iran over the last three weeks. Designating Maven as a program of record will streamline its adoption across all arms of the military and provide stable, long-term funding, Feinberg said. The memo ordered oversight of Maven be moved from the National Geospatial Intelligence Agency to the Pentagon’s Chief Digital Artificial Intelligence Office within 30 days. Future contracting with Palantir will be handled by the Army, the letter said. “It is imperative that we invest now and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the cornerstone of our strategy,” Feinberg wrote. Palantir and the Pentagon did not immediately respond to a request for comment. Palantir rises further at the Pentagon Feinberg’s order is a significant win for Palantir, which has landed a growing stream of contracts with the U.S. government, including a deal announced last summer with the U.S. Army wo...
伊朗局勢|伊朗擬允日本船隻通過霍爾木茲海峽 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】伊朗有意讓日本船隻通過霍爾木茲海峽。 伊朗外長阿拉格齊接受日本共同社訪問,指兩國已就允許日本船隻通過霍爾木茲海峽展開磋商,...
伊朗局勢|伊朗擬允日本船隻通過霍爾木茲海峽 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】伊朗有意讓日本船隻通過霍爾木茲海峽。 伊朗外長阿拉格齊接受日本共同社訪問,指兩國已就允許日本船隻通過霍爾木茲海峽展開磋商,日本外相茂木敏充有參與討論。阿拉格齊又指兩國關係友好,期望日本能為結束戰爭發揮作用。 共同社引述日本官員指,直接和伊朗談判是解決海峽問題的最有效方法,但要避免刺激美國。美國總統特朗普向較早前訪美的日本首相高市早苗施壓,派艦艇到霍爾木茲海峽護航。高市稱會在法律容許範圍內做可做的事。
Micron Technology ((MU)) has held its Q2 earnings call. Read on for the main highlights of the call. Micron Technology’s latest earnings call struck a decidedly upbeat tone, as management highlighted record-breaking results across revenue, margins, and free cash flow alongside a steeply higher outlook for the coming quarters. Executives balanced this enthusiasm with candid warnings about structura...
Micron Technology ((MU)) has held its Q2 earnings call. Read on for the main highlights of the call. Micron Technology’s latest earnings call struck a decidedly upbeat tone, as management highlighted record-breaking results across revenue, margins, and free cash flow alongside a steeply higher outlook for the coming quarters. Executives balanced this enthusiasm with candid warnings about structural supply constraints, elevated capital spending, and pockets of demand risk that could test execution over the next several years. Record-Breaking Quarterly Revenue Micron reported fiscal Q2 revenue of $23.9 billion, its fourth straight quarterly record and the largest sequential jump in its history. Sales surged 75% from the prior quarter and 196% year over year, with management emphasizing that the $10.2 billion sequential increase underscores extraordinary demand for advanced memory in data center and AI workloads. DRAM Revenue Surges on Pricing Power DRAM remained the engine of growth, generating a record $18.8 billion and accounting for 79% of total revenue. Bit shipments grew in the mid‑single digits, but pricing did the heavy lifting, with DRAM prices rising by the mid‑60% range thanks to tight supply and a richer mix tied to AI‑driven server demand. NAND Strength and Data Center Mix NAND revenue also hit a record at $5.0 billion, up 169% year over year and 82% sequentially, as higher prices and mix offset only low‑single‑digit bit growth. Management cited a record QLC bit mix and noted that data center NAND revenue more than doubled sequentially, underscoring a shift toward high‑value storage for cloud and AI infrastructure. Margins and Earnings Hit New Highs Profitability followed revenue higher, with consolidated gross margin reaching a record 75%, up 18 percentage points quarter over quarter and nearly double year‑ago levels. Operating margin climbed to 69%, while non‑GAAP EPS jumped to $12.20, up 155% sequentially and 682% from a year earlier as operating levera...
OpenAI Chief Executive Officer Sam Altman won dismissal of a lawsuit by his sister claiming that he sexually abused her for almost a decade. US District Judge Zachary Bluestone in Missouri ruled Friday that the claims were “untimely” because the alleged abuse was so long ago. But Bluestone said Ann Altman can revise and refile her complaint. “The court’s ruling relates to procedural matters, which...
OpenAI Chief Executive Officer Sam Altman won dismissal of a lawsuit by his sister claiming that he sexually abused her for almost a decade. US District Judge Zachary Bluestone in Missouri ruled Friday that the claims were “untimely” because the alleged abuse was so long ago. But Bluestone said Ann Altman can revise and refile her complaint. “The court’s ruling relates to procedural matters, which have no bearing on the substance of Ann Altman’s claims,” Ryan Mahoney, one of her lawyers, said in a statement. “The court granted leave for Ms. Altman to file an amended complaint, which we will do promptly. We will also continue with discovery as scheduled.” Legal representatives for Sam Altman declined to comment. In January 2025, Ann Altman alleged that Sam Altman abused and manipulated her while they were growing up in Missouri in the late 1990s to early 2000s. She claimed the abuse began when she was 3 years old and the last instance allegedly occurred when he was an adult but she was still a minor. At the time, Sam Altman posted a statement on behalf of himself, his mother and brothers, calling the claims “utterly untrue.” In March 2025, while denying Ann’s claims, Sam sued her for defamation, claiming her “false statements” had tarnished his reputation and caused emotional pain. His attorneys also claimed Ann Altman sued him “for the improper purpose of pressuring him to accede to her demands for unrestricted financial support.” In Friday’s ruling, Bluestone said Sam Altman can proceed with his defamation claim.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Amazon.com (NasdaqGS: AMZN) has acquired Zurich based robotics startup Rivr, which focuses on autonomous stair climbing delivery robots, to accelerate doorstep delivery automation. The company is also developing an AI integrated...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Amazon.com (NasdaqGS: AMZN) has acquired Zurich based robotics startup Rivr, which focuses on autonomous stair climbing delivery robots, to accelerate doorstep delivery automation. The company is also developing an AI integrated smartphone, reportedly codenamed "Transformer", with deep links to Alexa and Prime services. Amazon.com, trading at $205.37, operates at the center of e commerce and cloud infrastructure, and these moves relate directly to its logistics and consumer technology ambitions. The share price is up 4.7% over the past year and more than 100% over the past three years, which highlights how closely investors track shifts in its core business model. For you as an investor, Rivr's stair climbing robots indicate a push to automate some of the most complex parts of last mile delivery, while the new smartphone targets tighter customer engagement within Amazon's ecosystem. Both developments may influence how often customers interact with Amazon services and how Amazon allocates capital across logistics, devices, and AI infrastructure over time. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Amazon.com. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At $205.37, the share price is about 27% below the $280.47 analyst target range midpoint. ✅ Simply Wall St Valuation : Shares are flagged as trading 41.2% below estimated fair value. ✅ Recent Momentum: The 30 day return of 0.28% is flat but positive, suggesting no sharp short term reversal around this news. There is only one way to know the right time to buy, sell or hold Amazon.com. Head...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Comcast (NasdaqGS:CMCSA) is partnering with NVIDIA and Personal AI to test and deliver AI workloads at the network edge across its footprint. The company is running real world trials and adding partners such as Decart to validate new AI use cases for consume...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Comcast (NasdaqGS:CMCSA) is partnering with NVIDIA and Personal AI to test and deliver AI workloads at the network edge across its footprint. The company is running real world trials and adding partners such as Decart to validate new AI use cases for consumers and businesses. These efforts, combined with targeted network expansions, position Comcast as a potential contributor to an emerging nationwide AI Grid. For investors tracking NasdaqGS:CMCSA, the focus has often been on cash flow, valuation debates, and ongoing network build outs, while the share price sits around $29.02. Over the past year the stock has seen a 12.2% decline, and over five years it shows a 35.0% decline, suggesting sentiment has been cautious despite Comcast’s scale in broadband and media. This new AI push introduces another angle on how the existing network footprint might be used. The AI collaborations could matter because they turn Comcast’s physical network into a platform for low latency services such as personalized video ads, small business tools, and gaming. If trials with partners like NVIDIA, Personal AI, and Decart prove technically and economically viable, investors may start to assess NasdaqGS:CMCSA not only as a connectivity provider but also as a potential enabler of distributed AI services across tens of millions of locations. Stay updated on the most important news stories for Comcast by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Comcast. NasdaqGS:CMCSA Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 3 risks and 4 things going right for Comcast that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At about $29.02, the price sits roughly 14% below the US$33.01 analyst target. ✅ Simply Wall St Valuation : Simply Wall St flags Comcast ...
Manchester United were left furious about "astonishing" and "baffling" refereeing decisions as two penalties were awarded and one was not in their thrilling 2-2 draw at Bournemouth. Harry Maguire's special day - following his England recall - was spoiled by his sending off at Vitality Stadium, but it was the performance of the officials that had United fuming. Maguire, who will return to the Engla...
Manchester United were left furious about "astonishing" and "baffling" refereeing decisions as two penalties were awarded and one was not in their thrilling 2-2 draw at Bournemouth. Harry Maguire's special day - following his England recall - was spoiled by his sending off at Vitality Stadium, but it was the performance of the officials that had United fuming. Maguire, who will return to the England squad for the first time in almost two years for upcoming friendlies with Uruguay and Japan, was sent off for pulling back Evanilson inside the box as Manchester United led 2-1 with 10 minutes to go. Junior Kroupi subsequently scored the penalty but the decision not to award Manchester United an earlier spot-kick left interim manager Michael Carrick furious - especially after his side had been awarded a penalty for what he deemed to be a similar challenge earlier in the match. The penalty the visitors were not given came when Amad Diallo appeared to be pulled back inside the box by Adrien Truffert, with Manchester United leading 1-0 after Bruno Fernandes' penalty. Carrick, who described the decisions made as "baffling", said: "My first [thought] is he definitely got one of them wrong, because he's given one penalty for the same thing that he's not given one as a two-armed grab. "So the Matheus Cunha one, he gives, the second one on Amad he doesn't, which is, I think, almost identical, really, two hands on someone in the box, and they go over and they're in control of the ball. "Massive moment and I don't understand how you can give one and not the other - it's crazy. It's as obvious as you can get. "It's clear, if that's what he believes is a penalty to start with then the second one has to be. I don't understand how you can't give that. And then the goal and after that it was chaos. It's astonishing." Manchester United captain Fernandes, meanwhile, felt that if Bournemouth's penalty was given for a foul by Maguire, then so should one for the Diallo incident. "I think we...
Musk acquired Twitter in October 2022 after months of back and forth with the social media company's board (Josh Edelson) · Josh Edelson/GETTY IMAGES NORTH AMERICA/Getty Images via AFP A federal jury in California found Friday that tech tycoon Elon Musk misled Twitter shareholders, driving down the company's share price as he was poised to buy it in a $44 billion deal. The verdict in the class act...
Musk acquired Twitter in October 2022 after months of back and forth with the social media company's board (Josh Edelson) · Josh Edelson/GETTY IMAGES NORTH AMERICA/Getty Images via AFP A federal jury in California found Friday that tech tycoon Elon Musk misled Twitter shareholders, driving down the company's share price as he was poised to buy it in a $44 billion deal. The verdict in the class action securities lawsuit means the world's richest person could be ordered to pay billions of dollars, according to damages calculated by jurors. Minutes after the judgment was announced, the entrepreneur's lawyers informed AFP that their client will appeal the decision, characterizing it as a "setback." After a three-week trial in a San Francisco federal court -- which included in-person testimony from Musk -- the jury found that two tweets posted in May 2022 by the Tesla and SpaceX CEO contained false statements responsible for a plunge in Twitter's share price. Investor Giuseppe Pampena had filed the suit on behalf of people who sold Twitter shares between mid-May and early October 2022. Musk acquired the social media platform in late October 2022 and later renamed it X. Jurors agreed that Musk violated a securities rule that bars false and misleading statements that sink a stock price, in this case that of Twitter, the verdict form showed. Musk, who has a near-constant presence on X, did not immediately react to the verdict. - Teflon tycoon? - The judgment marks a rare legal defeat for Musk, often dubbed "Teflon Elon" for his ability to emerge unscathed from lawsuits he is expected to lose. His lawyers, in fact, reminded AFP of this track record, noting that a Texas court cleared him just that same day in a separate defamation case. In 2023, a jury in the same San Francisco federal court cleared him within hours of similar charges brought by Tesla shareholders, following his 2018 tweets claiming he had the funding to take the automaker private. The civil complaint in Cali...