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

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, Marvell, KLA Corp, Astera Labs, and Applied Materials gaining 8-11%. However, these stocks remain significantly overvalued according to Fair Value estimates, with downside potential ranging from 25.8% to 44.5%. The article highlights alternative large-cap tech stocks trading at 35.5% to 60.5% discounts with stronger valuation appeal, including Futu Holdings and Leidos Holdings.

06/09/2026, 5:53 AM • Investing

The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners

Anthropic's IPO filing at a ~$1 trillion valuation will drive massive AI infrastructure spending. The company has committed $100+ billion to AWS and Google for compute capacity, positioning infrastructure suppliers like Celestica, Credo Technology, Astera Labs, Coherent, and Marvell Technology to benefit from the resulting data center build-out.

06/07/2026, 5:19 AM • The Motley Fool

The AI-Driven Semiconductor Boom Is More Than ‘Just a Bubble’

The semiconductor sector is experiencing a bubble driven by momentum and FOMO rather than fundamentals, though the industry remains critical infrastructure. While the sector will face a harsh correction, the underlying demand for AI infrastructure is legitimate. The author discusses various semiconductor plays and their valuations, noting that after the semiconductor correction, critical minerals and commodities may lead the next market phase.

05/27/2026, 9:35 AM • Investing

Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching

As AI infrastructure spending expands beyond chip manufacturing toward data connectivity, three companies are positioned for significant growth: Astera Labs designs high-speed connectivity chips with 93% YoY revenue growth; Marvell Technology offers custom AI chips and optical networking with projected 30-40% revenue growth; and Credo Technology provides connectivity solutions with 201% YoY revenue growth. All three are capitalizing on the emerging bottleneck of efficient data movement in AI systems.

05/25/2026, 11:30 PM • The Motley Fool

Why Astera Labs Stock Is Roaring Higher This Week

Astera Labs stock surged 34.3% this week after Evercore ISI raised its price target by 38% to $297, citing growing demand for the company's AI connectivity solutions. The stock has risen 19.5% through May and is trading at 91x forward earnings. The company recently reported record Q1 2026 revenue of $308.4 million, up 93% year-over-year. Other analysts including Barclays and Needham have also recently raised their price targets.

05/22/2026, 12:32 PM • The Motley Fool

S&P 500 Rebounds Ahead Of Nvidia's Print, Oil Sinks 5% On Iran Truce Hopes: Stock Market Today

U.S. stock markets rebounded midday Wednesday as oil prices fell over 5% on hopes of U.S.-Iran de-escalation. The S&P 500 climbed 0.9% to 7,418, with the Russell 2000 outperforming at +2.3%. Semiconductor stocks led gains ahead of Nvidia's earnings, while energy stocks declined. Airlines benefited from lower fuel costs, but energy companies and some earnings reporters faced headwinds.

05/20/2026, 1:19 PM • Benzinga

Why Astera Labs Shares Are Up So Much Today

Astera Labs shares surged 16.5% on Tuesday following CEO Jitendra Mohan's compelling presentation of new AI data center networking solutions at J.P. Morgan's Global Technology Conference. Evercore ISI simultaneously raised its price target from $215 to $297, citing growing demand for the company's products. The stock has rallied 150% since early April and now trades near its September record high.

05/19/2026, 3:17 PM • The Motley Fool

Nasdaq 100 Falls 1% As 30-Year Yields Spike To 19-Year Highs: Stock Market Today

U.S. stocks declined midday Tuesday as 30-year Treasury yields surged to 19-year highs amid an unresolved U.S.-Iran standoff keeping oil prices elevated. The Nasdaq 100 fell 1%, S&P 500 dropped 0.6%, and Russell 2000 slid 1.3%. Defensive sectors like healthcare and utilities outperformed, while chipmakers and clean energy faced significant losses. Mega-cap tech stocks including Amazon, Tesla, and Alphabet declined, though some semiconductor stocks like Marvell and Astera Labs rallied on analyst upgrades.

05/19/2026, 2:08 PM • Benzinga

Rocket Lab, Tower Semiconductor, And Palo Alto Are Among Top 10 Large-Cap Gainers Last Week (May 11-May 15): Are the Others in Your Portfolio?

Large-cap technology and AI-linked stocks dominated Wall Street's top gainers last week, with companies in semiconductors, cybersecurity, and digital infrastructure leading gains. Tower Semiconductor surged 28.48% after beating earnings and securing a $1.3 billion contract, while Cisco jumped 22.4% on strong results and analyst upgrades. Other notable gainers included Rocket Lab (18.08%), Palo Alto Networks (16.76%), and Applied Optoelectronics (25.36%).

05/17/2026, 9:21 AM • Benzinga