Astera Labs
Astera Labs Inc designs and delivers semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform integrates semiconductor technology, microcontrollers, sensors, and software to enhance performance, scalability, and data management. The company offers products such as integrated circuits (ICs), boards, and modules, catering to hyperscalers and system OEMs. The company's solutions focus on data, network, and memory management in AI-driven platforms.www.asteralabs.com
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Search complete. 36 mentions across 24 episodes found for "Astera Labs".
Nov 9, 2026
Bill GundersonHOST
Marvell Technology, other big movers today, you just mentioned Bloom Energy, it's up 13.9%.
Bill GundersonHOST
Astera Labs up 12.2%.
Bill GundersonHOST
Credo Technology up 10.9%.
Bill GundersonHOST
Vicor up 10.9%.
Marley KaydenHOST
We're trading at 76.71 for Digital Ocean.
Marley KaydenHOST
Your next team here, you've got Astera Labs, also moving higher pretty significantly today.
Marley KaydenHOST
We're up almost 14%.
Marley KaydenHOST
So take us through your outlook on Astera.
Bill GundersonHOST
Marvell Technology, other big movers today, you just mentioned Bloom Energy, it's up 13.9%.
Bill GundersonHOST
Astera Labs up 12.2%.
Bill GundersonHOST
Credo Technology up 10.9%.
Bill GundersonHOST
Vicor up 10.9%.
Luke LangoGUEST
Fundamentally, when you look at the fundamentals underlying the trade, nothing is broken.
Luke LangoGUEST
I mean, all of these guys are reporting earnings, whether it's AMD just reported today, Arista Networks reported today, Astera Labs reported today.
Luke LangoGUEST
All those guys are right at the epicenter of the AI supply chain.
Luke LangoGUEST
They all reported big beats, big guidance raises, accelerating growth.
21 MINS LATER
Luke LangoGUEST
Micron and SanDisk, you're looking at those memory plays, Western Digital, Seagate.
Luke LangoGUEST
I think all four of those will be massive winners if I'm right about the macro.
Luke LangoGUEST
Astera Labs, they just reported earnings.
Luke LangoGUEST
I think that's going to be a big-time winner.
Amy MorrisCORRESPONDENT
The 10-year Treasury yield at 4.84%, the 2-year yield at 4.52%, the 30-year Treasury yield holding steady at 5.25%.
Amy MorrisCORRESPONDENT
SpaceX is down more than 7%, Qualcomm down 12%, Micron down more than 10%, Broadcom down 6%, Advanced Micro Devices down 12%, Astera Labs had the biggest drop declining more than 15%.
Amy MorrisCORRESPONDENT
Richmond Fed President Tom Barkin is endorsing a gradual pace of rate hikes.
Amy MorrisCORRESPONDENT
He didn't say how high rates need to move, telling a conference in North Carolina that inflation remains the Fed's biggest risk right now.
Bridget BennettHOST
This is a different area of the AI story.
Thomas HughesGUEST
Yeah, that's Astera Labs.
Thomas HughesGUEST
And it really could be lumped in with my fourth name because they're really two sides of the same coin, and that's connectivity.
Thomas HughesGUEST
These guys are truly the nuts and bolts of AI.
Thomas HughesGUEST
This chart is evident or it's an example of what I've been seeing in the market, which is just a sentiment cycle that I think is going to lead to another much larger cycle.
Thomas HughesGUEST
So if you
Bridget BennettHOST
look at Astera Labs
Thomas HughesGUEST
chart, you can see three clear up waves here and then two and one is forming right now down waves.
Scarlet FuHOST
And as we were looking earlier, the best performing stock in there is down about now 5.2%.
Scarlet FuHOST
And the worst performing stock, yeah, is Astera Labs down 16%.
Scarlet FuHOST
This is on a daily basis.
Scarlet FuHOST
This is just today.
Shay BoloorGUEST
I think Kat Wu is probably a perfect example because the labs right now are fighting so aggressively for product and engineering talents.
Shay BoloorGUEST
where you're seeing companies like Astera Labs, for example, they just reported this week, they're growing headcount and semiconductors are hiring for skills that they don't even need five years ago.
Shay BoloorGUEST
Palantir is growing 100% growth with a really small sales organization because the product and AI tools make these existing teams so much more productive.
Shay BoloorGUEST
So tech hiring is becoming increasingly more polarized where the best AI talent can essentially name its price, while generalist entry-level hiring becomes a lot slower.
speaker_0HOST
Other earnings-related gainers include WW Grainger, Block, Medline, Prudential, CDW, Zimmer Biomet, and Duolingo.
speaker_0HOST
Earnings decliners include Astera Labs, International Flavors and Fragrances, Skyworks Solutions, Charles River Laboratories, Trimble, Unum Group, and SM Energy.
speaker_0HOST
Outside of earnings, Qualcomm's Dragonwing platform was selected for SpaceX's Starlink Mobile 5G network.
speaker_0HOST
Notable upcoming earnings include Aflac, Edwards Life Sciences, Qualcomm, and McKesson.
Rob LunaHOST
But I think they will.
Rob LunaHOST
That company is Astera Labs.
Rob LunaHOST
The symbol is A-L-A-B.
Rob LunaHOST
They are doing everything today that...
Rob LunaHOST
We talked about CrowdStrike, which is cybersecurity.
Rob LunaHOST
I think we all can agree that trend isn't going anywhere.
Rob LunaHOST
We talked about Astera Labs right now, and that's something that is really making AI much smarter, making it much more adaptable, making it happen a lot faster for people.
Rob LunaHOST
I don't think AI is going anywhere.
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