Credo Technology Group Holding Ltd. CRDO

Nvidia gets the headlines, but the company quietly linking all those GPUs together just posted 115% revenue growth and added optics as a second major growth engine. Here is the case for a 2027 price target that leaves Wall Street's consensus in the dust.

Bond market volatility is flaring up and investors are pulling money from corporate debt just as U.S. Treasury yields reach 5%. When safer bonds suddenly offer chunky income, capital tends to get picky about which businesses it trusts. That is where founder led firms with large insider stakes come in. This article walks through three such stocks that align leadership incentives tightly with long term shareholders. The three founder led stocks covered next are only a sample. The full screen...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup. This move positions the company strongly within the ongoing AI network buildout, which is witnessing breakout demand trends across hyperscalers. The transceivers target 1.6T port speeds for AI infrastructure, with experts projecting 1.6T optical transceiver shipments […]

Chip stocks rebounded on Friday after declining for two straight days. Tower Semiconductor was among the leaders.

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”. The letter can be downloaded here. The Fund returned 11.34% in the quarter, underperforming its benchmark, the Russell Midcap Growth Index, which returned 14.55%. First-half gains were led by Industrials, Financials, […]

A small-cap silicon photonics company has quietly built a cash fortress and locked in a major anchor customer, positioning itself to compete in a $26 billion AI optics market where the giants are not paying attention yet.

Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List. The listing took place after retimer’s testing completion at the PCI-SIG Compliance Workshop, where it achieved formal PCI-SIG 6.x compliance at 64.0 GT/s. The development validates Toucan’s compliance and interoperability credentials in the […]

AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk missing how capital keeps flowing toward the plumbing behind AI. This article walks through 3 stocks exposed to this news backdrop and explains why each could be worth a closer look or a wider berth. The stocks covered below are just a starting sample, since...

On September 17, during the lightning round of Mad Money, a caller asked whether to buy, hold, or sell Credo Technology Group Holding Ltd (NASDAQ:CRDO) when looking out over a 12-month horizon. In response, Jim Cramer said: You gave me a 12-month horizon. It’s been a terrible stock in the last 6 months. It’s settled […]

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one of the most mispriced setups in AI infrastructure right now.