Should You Forget Micron and Buy These 3 Memory Stocks Instead?

While Micron Technology has surged 350% over the past year, the article argues that three alternative memory stocks offer better value and growth prospects: SK Hynix delivers higher sequential growth and lower valuation, Sandisk shows faster expansion with long-term customer contracts, and Astera Labs provides exposure to AI infrastructure with accelerating guidance.

10/20/2026, 4:15 AM • The Motley Fool

Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares two semiconductor companies: Arm, which licenses chip architecture used in billions of devices globally with strong profitability and low risk, and Credo Technology Group, which provides high-speed interconnects for AI data centers with explosive 205% revenue growth but higher customer concentration risk. The author recommends Credo for its superior growth trajectory despite Arm's defensible business model.

10/15/2026, 5:10 PM • The Motley Fool

Better Artificial Intelligence Stock for 2026: Astera Labs vs. Marvell Technology

The article compares two semiconductor companies powering AI data centers: Astera Labs, a high-speed connectivity specialist with 115% revenue growth but high customer concentration (70% from one customer), and Marvell Technology, a broader semiconductor provider with 42% growth, lower valuation multiples, and confidence in reaching $70-90 billion in revenue by 2031. The author recommends Marvell due to its more attractive valuation, diversified product portfolio, and long-term growth visibility despite both companies facing customer concentration and geopolitical risks.

10/15/2026, 11:35 AM • The Motley Fool

Astera Labs vs. Arm: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares two semiconductor stocks: Astera Labs, which provides AI connectivity solutions with explosive 115% revenue growth but faces customer concentration risk, and Arm, which licenses chip architecture with stable 22.8% growth and reliable royalty streams. The author recommends Astera Labs for growth-focused investors despite concentration risks, while Arm suits those preferring consistency.

10/04/2026, 11:07 AM • The Motley Fool

Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026?

Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.

10/01/2026, 2:21 PM • The Motley Fool

Why Is Astera Labs Stock Down Today?

Astera Labs stock plunged 10.1% on September 14, 2026, after AI leaders including Anthropic CEO Dario Amodei called for a slowdown in frontier AI model development due to safety concerns. Since Astera supplies networking and connectivity hardware for AI data centers, slower AI development could reduce demand for its products.

09/14/2026, 2:25 PM • The Motley Fool

Astera Labs Chairman Manuel Alba Sells 183,000 Shares for $51.3 Million. How Big of a Red Flag Is This?

Astera Labs Chairman Manuel Alba sold 183,000 shares worth $51.3 million on September 1, 2026, through a pre-arranged Rule 10b5-1 trading plan adopted in May. While the sale could indicate concerns about the stock's 54% year-over-year surge, Alba retains 1.4 million shares. Despite strong Q2 2026 results and Wall Street's bullish outlook, the stock's expensive valuation and heavy dependence on Amazon (70% of revenue) present risks for investors.

09/11/2026, 3:27 PM • The Motley Fool

Got $1,000? 3 Stocks Building the Physical Artificial Intelligence (AI) Era

As AI systems grow more powerful, investors can benefit from companies building physical infrastructure rather than just software. Three stocks stand out: Astera Labs provides semiconductor connectivity solutions, Modine manufactures cooling systems for data centers, and Flex offers manufacturing and systems integration services. The article recommends allocating $350 to Astera, $350 to Modine, and $300 to Flex.

09/05/2026, 6:15 AM • The Motley Fool

Is Marvell Technology a Millionaire-Maker Stock?

Marvell Technology has delivered extraordinary returns (180% this year, 230% over 12 months) driven by its AI infrastructure business, but the article argues it is unlikely to be a millionaire-maker stock from current levels. With 79% of revenue from data centers and strong custom silicon growth targets, Marvell has solid fundamentals. However, high expectations are already priced in, it faces intense competition from Broadcom and others, and customer concentration creates volatility risk. The stock is recommended as a quality satellite position rather than a wealth-building core holding.

09/04/2026, 7:33 AM • The Motley Fool

3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now

The article highlights three AI infrastructure stocks—Astera Labs, Credo Technology, and Vertiv—that address critical bottlenecks in AI data center scaling. Astera Labs specializes in connectivity solutions with 93% YoY revenue growth and a $6.5B Amazon warrant agreement. Credo Technology manufactures active electrical cables with 272% YoY growth but faces customer concentration risks. Vertiv dominates power and cooling systems with a $15B backlog and strong positioning in liquid cooling demand.

09/03/2026, 4:30 AM • The Motley Fool

Astera Labs vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI-benefiting tech stocks: Astera Labs, which provides critical connectivity hardware for AI data centers, and AppLovin, which operates an AI-driven advertising platform. While both companies show strong fundamentals, Astera Labs is recommended as the better buy due to stronger momentum, accelerating demand, and a cleaner financial trajectory, whereas AppLovin recently missed revenue estimates and faces regulatory challenges.

08/06/2026, 11:29 AM • The Motley Fool

Why Astera Labs Stock Rocketed Higher Today

Astera Labs stock surged following Amazon's strong Q2 2026 earnings report, which showed AWS growing 36.7% year-over-year with AI and Chips businesses each exceeding $25 billion run rates. The rally reflects investor confidence in Astera Labs' AI connectivity solutions, though the article suggests the market may have gotten ahead of itself and recommends waiting for Astera Labs' own quarterly earnings next week.

07/31/2026, 12:08 PM • The Motley Fool

Astera Labs vs. CoreWeave: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Astera Labs, a profitable semiconductor connectivity provider with strong margins and a debt-free balance sheet but facing customer concentration risks, versus CoreWeave, a rapidly scaling cloud infrastructure platform with explosive revenue growth but significant losses and high debt. The author recommends Astera Labs despite its higher valuation due to its profitability and cash generation, while CoreWeave's aggressive expansion is consuming capital and generating substantial free cash flow losses.

07/30/2026, 5:30 PM • The Motley Fool

Astera Labs vs. BigBear.ai: Which Artificial Intelligence Stock Is a Better Buy in 2026?

The article compares two AI-focused companies with vastly different profiles. Astera Labs, a semiconductor connectivity hardware provider, demonstrates strong growth with 115% revenue increase and 25.7% net margins, while BigBear.ai, a government-focused AI software company, reported declining revenue (-19.3% YoY), a $293.9 million net loss, and negative free cash flow. The analyst recommends Astera Labs as the superior investment due to its robust demand from data center expansion and strong financial performance, while BigBear.ai faces operational risks including lawsuits and accounting restatements.

07/28/2026, 7:19 PM • The Motley Fool

Astera Labs vs. Advanced Micro Devices: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal to Investors.

Astera Labs and Advanced Micro Devices are both benefiting from AI infrastructure demand, but with different growth profiles. Astera Labs is growing faster with 93% year-over-year revenue increase in Q1 2026 ($308.4M), while AMD maintains a much larger absolute revenue base at $10.3B with 38% YoY growth. Astera Labs has posted eight consecutive quarters of growth, while AMD's growth has been more fluctuating, narrowing the historical revenue gap between the two companies.

07/23/2026, 1:30 PM • The Motley Fool