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

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

Both Credo Technology Group and Marvell Technology are benefiting from explosive AI data center demand with impressive growth rates. However, the article recommends Marvell Technology as the better buy due to its larger scale, more diversified customer base, Nvidia backing, and S&P 500 inclusion, while Credo faces significant customer concentration risk despite its impressive 205.7% revenue growth.

07/07/2026, 7:23 AM • The Motley Fool

3 Networking Chip Stocks Riding the AI Data Center Boom

As AI data center demand surges with power consumption expected to double by 2027, networking chips are becoming critical infrastructure. Three companies leading this trend are Nvidia, which is expanding into data center networking with its Vera Rubin architecture; Astera Labs, showing 93% revenue growth and recently added to Nasdaq-100; and Credo Technology, with 157% sales growth driven by its connectivity solutions across AI infrastructure.

07/06/2026, 5:15 PM • The Motley Fool

Even CEOs Need Cash: Insider Selling Is Not the Only Signal in AI Stocks

The article argues that insider selling in AI stocks should not be viewed as a bearish signal, as executives often sell through pre-arranged trading plans for tax and diversification purposes. Instead, institutional buying and analyst sentiment are more reliable indicators. While NVIDIA, Snowflake, Astera Labs, Datadog, and CoreWeave show strong institutional support and bullish analyst trends, some stocks like Datadog and Astera Labs may be vulnerable to pullbacks due to recent sharp rallies. The main risk remains the unprecedented speed of AI development, which could create bubbles and disrupt the sector.

06/30/2026, 2:30 PM • Investing

The Data Center Build-Out Is Accelerating. Here Are 3 Stocks to Buy Beyond Chips.

As AI data center investment accelerates, opportunities extend beyond chip makers to networking, cloud infrastructure, and power management suppliers. Astera Labs, CoreWeave, and Vertiv are positioned to benefit from growing demand for high-speed networking, GPU cloud services, and power/cooling systems in AI data centers.

06/28/2026, 7:07 AM • The Motley Fool

The Nasdaq-100 Is Getting 5 New Members. Here's the List.

The Nasdaq-100 index is adding five new members on June 22, 2026: Astera Labs, CoreWeave, Nebius Group, Teradyne, and Rocket Lab. Four of these companies operate in AI infrastructure, networking, and computing capacity, while Rocket Lab is a space platform company. All five are significantly outperforming the market with year-to-date gains ranging from 53% to 242%, reflecting broader market trends favoring AI and infrastructure companies.

06/19/2026, 11:26 AM • The Motley Fool

Nasdaq 100 Rallies, Oil Sinks To $75 On Iran Peace Deal: Stock Market Today

U.S. stocks rebounded Thursday with the Nasdaq 100 leading gains on a semiconductor rally fueled by an Intel-Apple chip manufacturing partnership. Oil prices tumbled 2.2% to $75/barrel following a U.S.-Iran peace deal and Strait of Hormuz reopening. The S&P 500 rose 1.2% while the Russell 2000 fell 0.7% amid mixed market performance.

06/18/2026, 12:33 PM • Benzinga

Astera Labs Stock Is Under Pressure: What's Happening Today?

Astera Labs (ALAB) shares declined 5.13% on Tuesday, pulling back after a strong Monday rally driven by U.S.-Iran peace agreement news that boosted semiconductor stocks. Despite the pullback, the stock remains in a strong uptrend with technical indicators showing overbought conditions (RSI at 70.35), suggesting potential for further consolidation or short-term volatility.

06/16/2026, 3:11 PM • Benzinga

Insiders Sell Top Tech Plays: Should Investors Buy, Sell, or Hold?

Heavy insider selling across tech stocks raises questions about whether it signals a warning or routine profit-taking. Analysis of NuScale Power, Astera Labs, and Dell shows that while insiders are selling, institutional buying, bullish analyst sentiment, and strong business catalysts suggest these stocks may still have upside potential despite the insider activity.

06/16/2026, 11:21 AM • Investing

Nasdaq-100 Index® June 2026 Quarterly Changes

Nasdaq announced the results of its June 2026 quarterly rebalance of the Nasdaq-100 Index, effective June 22, 2026. Five companies were added to the index: Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne. Five companies were removed: Charter Communications, Cognizant Technology Solutions, Insmed, Verisk Analytics, and Zscaler.

06/11/2026, 8:00 PM • GlobeNewswire

Looking Beyond Semiconductors? These 8 Tech Stocks Offer Up to 60% Upside

US semiconductor stocks rebounded strongly on Monday after a sharp selloff, with Intel, Micron, and Marvell among the biggest gainers. However, despite the recovery, these semiconductor stocks remain significantly overvalued according to Fair Value estimates. The article highlights alternative large-cap tech stocks trading at meaningful discounts (35.5%-60.5%) with strong growth prospects, including Futu Holdings and Leidos Holdings, which offer more attractive valuations than the crowded semiconductor sector.

06/09/2026, 10:06 AM • Investing