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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after a steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

Aventus Network

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

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Credos role in AI data-center connectivity, including demand for its copper and optical interconnect products, is the main bullish theme. Traders are also debating the stocks sharp volatility, with optimism about AI-driven growth countered by concerns over valuation and insider selling.

Here's Why Credo Technology Group Holding Ltd. (CRDO) is a Strong Growth Stock

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CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?

Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside? 

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.

Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC

CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.

Credo's SRMO Workstream: Can Micro-Emitter Optics Unlock AI Growth?

CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.

Credo Breaks the Memory Wall Using AMD Programmable Logic-Based AI Accelerators

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today announced that it is showcasing high-performance memory scaling for programmable logic-based AI accelerators this week at...

Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, alongside prominent optical technology providers, today announced the launch of the Short-Reach Micro-Emitter Optics (SRMO...

Credo Unveils 1.6T ZeroFlap Active Light Cable, Industrys First Row-Scale, Wide-Parallel Optical Interconnect for AI Data Centers

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today shared details of its 1.6T ZeroFlap active light cable (ALC), the industrys first row-scale, wide-parallel optical...

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.


Credo to Showcase Broad Portfolio of Connectivity Solutions for AI Scale-Out and Scale-Up Fabrics at 2026 OCP Global Summit

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, will showcase its newest optical and copper interconnect products for scaling AI infrastructure at OCP Global Summit 2026, which...

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Targets Growing AI Bandwidth Demands With 1.6T Optical Solutions — To Showcase New Modules At ECOC 2026

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<ul class="summary-bullets"><li>Credo will demonstrate a 1.6T fully retimed optical module at ECOC 2026 in Málaga.</li><li>The module combines Credo’s Cardinal 802 DSP and Kfir 200G silicon photonics PIC.</li><li>Credo will also showcase 800G and 1.6T ZeroFlap optics with real-time link monitoring through PILOT.</li></ul>Credo Technology Group Holding (CRDO) will showcase new 1.6T optical connectivity technologies for AI scale-out networks at the European Conference on Optical Communication (ECOC) 2026.The company targets rising bandwidth requirements across AI and cloud infrastructure. The ECOC event runs from Sept. 21 through Sept. 23 in Málaga, Spain.The centerpiece will be a 1.6T 2xDR4 fully retimed module powered by Credo’s Cardinal 802 digital signal processor and Kfir 200G silicon photonics chip. In simple terms, the technology is designed to move increasingly large amounts of data quickly between systems inside AI data centers.<h2 class="st-heading-2">Why 1.6T Matters For AI Networks</h2>As AI clusters add more GPUs and other computing hardware, the connections that move data between them also need to be faster. Credo’s 1.6T technology delivers 1.6 terabits of aggregate bandwidth, with the company positioning the products for AI scale-out networks where large numbers of computing systems operate together.Credo recently introduced its 224G-based 1.6T ZeroFlap optical transceivers. Those products combine an optical DSP, the Kfir200 silicon photonics chip, and Credo’s PILOT analytics platform, which monitors connection health and helps identify fiber problems before they disrupt AI workloads.At ECOC, Credo will also demonstrate 800G and 1.6T ZeroFlap optics with PILOT, offering real-time link-health monitoring and diagnostics to improve reliability as AI networks grow larger.<h2 class="st-heading-2">AI Infrastructure Demand Drives Credo Growth</h2>Credo’s latest results show the broader growth accompanying its AI connectivity push. Fiscal first-quarter 2027 revenue reached $479 million, up 114.7% year over year and 9.6% quarter over quarter.&nbsp; CEO Bill Brennan said the company’s portfolio now covers connectivity “from millimeters to kilometers” across optical and copper solutions as AI infrastructure scales.Credo guided fiscal second-quarter revenue to $525 million to $535 million, implying further sequential growth from the first quarter.<h2 class="st-heading-2">Retail Sentiment Around CRDO Stock</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CRDO">CRDO</a> stock remained ‘neutral’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_18_190832_a3e41b70ed.png" alt="Screenshot 2026-09-18 190832.png" width="820" height="482"><figcaption>CRDO stock retail sentiment on September 18 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Credo Technology shares have surged nearly 21%. In comparison, the iShares Semiconductor ETF (<a href="https://stocktwits.com/symbol/SOXX">SOXX</a>) and iShares AI Innovation and Tech Active ETF (BAI), which hold&nbsp;<a href="https://stocktwits.com/symbol/BAI">Credo</a> stock, have risen more than 67% and 32%, respectively, during this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/barclays-sees-41-upside-in-tsem-stock-as-it-initiates-coverage-says-firm-s-well-placed-offers-agnostic-exposure/cZtuDaORB3q">Barclays Sees 41% Upside In TSEM Stock As It Initiates Coverage — Says Firm's ‘Well Placed,’ Offers Agnostic Exposure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Credo Technology Group Holding (CRDO) will showcase new 1.6T optical connectivity technologies for AI scale-out networks at the European Conference on Optical Communication (ECOC) 2026.

Credo is expanding its optical portfolio as larger AI clusters drive demand for faster, more reliable connections between computing systems.

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Current Price	$172.81
Prev Close	$169.70
Open	$178.93
Dividend Yield	0.00%
50-Day Moving Average	$204.48
Beta	2.92
Avg. Volume	9.98M
PE Ratio	61.67

52-Week High	$308.67
52-Week Low	$86.49
Market Capitalization	$31.9B
EPS (Annual)	$2.51
Price to Book	11.89
Revenue Per Employee	$1.65M

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