Stocks, bonds, ETFs, straight out of downtown Chicago. This is Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Reinneck, and this week I'm returning to the AI infrastructure stocks. Why shouldn't I. They've had a big sell-off in the recent stock weakness.Most of them have already reported their earnings, so we've already gotten in all the juicy numbers and now they're on sale. I know many of you have been complaining the last few weeks at leas ...

Key Takeaways NVIDIA's Q3 revenues jumped 62.5% to $57.01B with strong gains in data-center and gaming sales. Data-center revenues surged 66% to $51.22B on heavy Blackwell shipments and rising GPU demand.NVIDIA guides Q4 revenue to $65B and highlights growth in automotive, gaming, and AI infrastructure.NVIDIA Corp. (NVDA) — the undisputed global leader of generative artificial intelligence (AI)-powered graphical processing units (GPUs) — reported strong third-quarter fiscal 2026 earnings results. Adjusted e ...

Key Takeaways Credo enters fiscal 2026 with strong quarterly revenue and sharply higher profitability.Growth is driven by strong AEC demand and expanding adoption across hyperscale customers.Optical DSPs and PCIe retimers add momentum as Q2 view implies robust revenues and margins.Credo Technology Group Holding Ltd (CRDO) entered fiscal 2026 with exceptional momentum, delivering a strong quarter and raising questions about whether its robust profitability can be sustained as growth accelerates through fisca ...

Core Insights - Astera Labs (ALAB) is experiencing significant growth driven by increased investments from hyperscalers in high-speed data connectivity, with Q3 2025 revenues reaching $230.6 million, a 104% year-over-year increase, underscoring its critical role in next-gen AI infrastructure [1][9] Revenue and Product Performance - The growth in Q3 was broad-based across various product lines, including signal-conditioning, smart cable modules, and switch-fabric products, with the Scorpio P-Series gaining traction at a leading hyperscaler and new design wins expected to enhance adoption [2] - The Scorpio X-Series is progressing through preproduction, with a volume ramp anticipated in 2026, while the Aries PCIe 6 retimer portfolio is the only high-volume PCIe 6 solution available, contributing to strong growth [2] - The Taurus SCMs are gaining popularity in AI and general-purpose systems, and the Leo CXL memory expansion line is attracting early interest for AI inference workloads, expanding its market potential [2] Strategic Initiatives - Astera Labs is expanding into optical connectivity through the planned acquisition of Xscale Photonics, which will enhance its ability to deliver photonic scale-up solutions by integrating optical coupling technologies with its connectivity expertise [3] - The company showcased its open-rack ecosystem at the OCP Global Summit 2025, reinforcing its leadership in standards-based technologies such as PCIe 6, CXL, and UALink [3] Market Position and Competition - Astera Labs faces increased competitive pressure from Broadcom, which is expanding its presence in high-speed interconnects and PCIe Gen 6 retimers, offering a wide range of high-performance networking solutions [5] - Marvell has emerged as a strong competitor, enhancing its leadership in high-speed interconnects with its PCIe Gen 6/CXL retimers and advanced SerDes/PAM4 expertise, further solidifying its position in next-generation AI and data-center interconnect solutions [6] Financial Outlook - The company has provided fourth-quarter 2025 revenue guidance of $245-$253 million, indicating a positive outlook for continued growth driven by its expanding connectivity platform and rising market demand [4] - ALAB shares have increased by 7.2% year to date, compared to a 21.6% return for the broader Zacks Computer & Technology sector and a 2.2% gain for the Zacks Internet - Software industry [7] - The forward 12-month Price/Sales ratio for ALAB is 21.4X, significantly higher than the industry average of 4.64X, indicating a premium valuation [10] Earnings Estimates - The consensus estimate for 2025 earnings is $1.78 per share, reflecting a 12.7% increase over the past 30 days and suggesting a year-over-year growth of 111.9% [13]

The new funds bolster Direxion's existing single-stock ETF lineup, which now has just over 50 ETFs. These funds are ideal for traders looking to add additional exposure to a company's stock without the use of a margin account. Additionally, where applicable, they provide inverse exposure for a tactical hedge or a standalone short trade. Direxion continues to expand its single-stock ETF offerings for tactical traders. It has introduced five new single stock funds that add exposure to Oracle, Coinbase, Robinh ...

November 20, 2025 Fourth Quarter 2025 Earnings Presentation and Business Update Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the "Company" or "Atkore") or its operational and financial information. Atkore expressly disclaims any current intention to update any forward-looking statements contained in this presentation ...

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Core Insights - Nvidia reported $57 billion in revenue for the quarter, with its data center division generating $51 billion, exceeding analyst expectations of $49.3 billion [1][2] - The company raised its fourth-quarter sales guidance to $65 billion, positively impacting AI and semiconductor stocks [2] Group 1: AI Bubble Concerns - CEO Jensen Huang addressed fears of an AI bubble, stating that Nvidia's unique capabilities in AI, from pre-training to inference, position it for continued growth [3] - Huang emphasized the transition from CPUs to GPUs and the potential of agentic AI systems as drivers for future revenue [3][4] Group 2: New Partnerships - Nvidia announced significant partnerships with OpenAI, Anthropic, Uber, and xAI, highlighting a strategic partnership with OpenAI to deploy 10 gigawatts of Nvidia systems for AI infrastructure [5][6] - A deep technology partnership with Anthropic includes a commitment of up to $10 billion, while Anthropic plans to invest $30 billion in compute resources powered by Nvidia [7] Group 3: China Concerns - Export restrictions to China remain a significant issue, with CFO Colette Kress expressing disappointment over US rules limiting advanced AI chip sales [8] - Nvidia anticipates zero revenue from China in the fourth quarter due to geopolitical issues and competition [9] Group 4: Key Growth Areas - Nvidia is optimistic about growth in robotics and AI infrastructure, reporting a 32% increase in automotive sales to $592 million [11] - The company believes it will be a leading choice for the projected $3 to $4 trillion annual AI infrastructure market [12] Group 5: Hyperscalers - Hyperscalers like Meta are expected to drive a substantial portion of Nvidia's growth, with these companies shifting workloads to accelerated computing and generative AI [13] - Huang noted that Nvidia's GPUs benefit not only large tech giants but also smaller companies looking to improve efficiency and reduce costs [14]

NVIDIA (NasdaqGS:NVDA) Q3 2026 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchToshiya Hari - VP of Investor RelationsJensen Huang - President and CEOCJ Muse - Senior Managing DirectorColette Kress - EVP and CFOConference Call ParticipantsJim Schneider - Senior Equity AnalystVivek Arya - Managing Director and Senior AnalystJoseph Moore - Semiconductor Industry AnalystStacy Rasgon - Senior AnalystAaron Rakers - Wall Street Analyst ...

Core Insights - MongoDB (MDB) has seen a significant stock price increase of 58.8% over the past three months, outperforming the Zacks Internet-Software industry's decline of 12.5% and the Zacks Computer and Technology sector's return of 10.9% [1] - The stock's performance is attributed to stronger adoption of the Atlas platform and increasing demand for AI-driven applications [1] Performance Overview - MongoDB's Atlas revenues grew by 29% year over year to $438.97 million in Q2 of fiscal 2026, accounting for 74% of total revenues [11] - The Zacks Consensus Estimate for Q3 fiscal 2026 Atlas revenues is projected at $455.82 million, reflecting a year-over-year increase of 25.7% [11] - The number of Atlas customers is expected to reach 59,906, marking a 17.2% year-over-year growth [11] Valuation Metrics - MongoDB trades at a forward 12-month price-to-sales (P/S) ratio of 10.3X, significantly higher than the sub-industry average of 4.64X, indicating strong expectations for continued growth in AI-ready data infrastructure [4] Strategic Positioning - The Atlas platform serves as a unified operational data layer, enabling enterprises to manage various workloads without the need for multiple services [7] - MongoDB's JSON-native design offers advantages over traditional systems like PostgreSQL, particularly for AI applications requiring flexible schemas and fast data retrieval [12] Customer and Partner Ecosystem - MongoDB added over 5,000 customers in the first half of fiscal 2026, with notable growth in large enterprise accounts and self-serve customers [16] - The Zacks Consensus Estimate for total customers in Q3 is 62,000, up 17.9% year over year, with high-value accounts (customers over $100K) expected to reach 2,699, a 16.3% increase [17] Conclusion - MongoDB's growth is driven by structural tailwinds, including increased Atlas adoption, deeper integration into AI infrastructure, and a broadening partner ecosystem across major cloud platforms [19] - The company is well-positioned to benefit from ongoing cloud modernization and the rise of AI-powered applications, making it a compelling investment option despite its premium valuation [19][20]