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Insider MonkeySep 5, 14:56 EDT

AI Trade Broadens Beyond Nvidia as Connectivity Suppliers Surge

Investors are broadening the AI trade beyond GPU accelerators like Nvidia into connectivity suppliers. Astera Labs and Marvell are gaining traction as high-performance AI clusters demand advanced swi…

NVDA AVGO

Insider MonkeyJul 21, 10:33 EDT

Credo Technology's AI Connectivity Boom Fuels Fund Gains, Boosts Chip Sector

Alger's Q2 2026 letter highlights Credo Technology's strong contribution to fund performance, driven by AI data center connectivity demand, despite the stock not being a core watchlist symbol.

NVDA AVGO US100

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7-day sentiment overview

Average AI scores from −3 to +3. These are sentiment scores, not price returns or trade instructions.

Most positive

BRENT1.72 · 398 stories
WTI1.6 · 442 stories
USDCHF1.5 · 2 stories
XOM1.46 · 182 stories
META1.1 · 112 stories

Most negative

NZDUSD-1.67 · 3 stories
GER40-0.86 · 51 stories
EURUSD-0.84 · 63 stories
XAGUSD-0.76 · 50 stories
US100-0.74 · 331 stories