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Why Credo and Astera Soared After Oracle and Broadcom's Earnings
Submitted by Leo Miller. Date Posted: 3/17/2026.
Key Points
- Credo Technologies and Astera Labs are two niche players in the semiconductor and AI ecosystem, providing specialized connectivity solutions.
- Their shares have gone on huge runs, both up more than 70% in the past 52 weeks.
- Earnings from Oracle and Broadcom injected significant gains into both stocks recently, highlighting two dynamics that are key for investors to understand.
- Special Report: Elon Musk already made me a "wealthy man"
Credo Technology (NASDAQ: CRDO) and Astera Labs (NASDAQ: ALAB) are among the fastest-growing beneficiaries of the artificial intelligence (AI) data center buildout.
Because they are key suppliers in the data center ecosystem, results and commentary from upstream players are important indicators for evaluating Credo's and Astera's futures. Hyperscaler Oracle (NYSE: ORCL) and custom AI semiconductor stock Broadcom (NASDAQ: AVGO) are prime examples.
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Add yourself to the distribution list here.Both companies recently reported earnings; their better-than-expected results and notable commentary helped CRDO and ALAB rally. Below we break down why—understanding where Credo and Astera fit in the data center ecosystem is key to judging their paths forward.
How Credo and Astera Power AI Data Center Connectivity
Credo and Astera sit squarely in the AI infrastructure networking category. Their products help connect processing chips, such as NVIDIA (NASDAQ: NVDA) GPUs, enabling those processors to communicate and execute distributed workloads.
Credo's core product is the HiWire active electrical cable (AEC). These copper-based cables can be much longer than traditional passive copper cables while preserving signal integrity; they also use less power and cost less than optical solutions.
Astera's smart retimers—semiconductor devices that clean and reclock signals—provide similar benefits through chips rather than cables. Astera sells AECs as well, but smart retimers are its largest revenue driver.
More data centers mean more networking equipment, which expands the market opportunity for both companies. That broader backdrop is one reason the stocks rose 3.2% and 7.1%, respectively, after Oracle's latest earnings report.
Oracle's Data Center Capacity Ramp Signals Faster Infrastructure Demand
Oracle significantly exceeded growth expectations in its latest report, driven by strong performance in Oracle Cloud Infrastructure—evidence that infrastructure demand is outpacing forecasts.
Oracle added 400 megawatts of data center capacity in the quarter and signaled that this expansion will accelerate.
The company plans to bring 10 gigawatts (10,000 megawatts) of capacity online over the next three years.
That implies roughly 3.3 gigawatts per year—about double the 1.6-gigawatt annual run rate (400 megawatts per quarter) Oracle recently delivered. Faster data center buildouts are a clear positive for Credo and Astera, which supply much of the connective tissue in these facilities.
This isn't to suggest Oracle is necessarily a Credo or Astera customer today, but the accelerating pace of deployments is a rising tide that should benefit companies that provide data-center networking components.
AVGO Supports CRDO and ALAB's Runway with Copper Forecast
More data centers help, but the picture is more nuanced: Credo and Astera's primary revenue-generating products are copper-based. The alternative is optical networking, which transmits data using light. Optical can handle higher bandwidth but typically consumes more power and costs more, so operators prefer copper where it meets requirements.
This nuance contributed to the big boosts for Credo and Astera after Broadcom's earnings release, when the stocks rose 11.9% and 5.5%, respectively.
The gains followed commentary from Broadcom CEO Hock Tan on the copper-versus-optical debate. He noted that "scale-out" architectures—servers placed side-by-side and connected—tend to favor optical networking, while "scale-up" architectures—packing more processors into a single server—tend to rely on copper. Credo and Astera primarily serve the scale-up market, though they also have scale-out solutions.
Tan expects Broadcom's scale-up customers will likely still be using copper in 2028, saying copper technology remains "good enough" and customers don't need to rush to advanced optical solutions like co-packaged optics (CPO).
CPO—where optical components are integrated directly into processing packages—is a long-term threat to CRDO and ALAB. If CPO adoption is slower than some expect, as Tan suggests, that is a near-term positive for Credo and Astera. Because Broadcom is a leader in CPO, Tan's measured timeline adds credibility to his view.
Greater copper usage extends CRDO and ALAB's near-term growth runway. At the same time, both companies can continue developing and expanding their optical offerings to prepare for a future shift away from copper.
CRDO & ALAB: Niche Players Benefiting From the Data Center Boom
Together, Oracle's expansion plans and Broadcom's comments support a constructive near-term outlook for CRDO and ALAB. Investors should follow the evolving dynamics between copper and optical networking, which will materially affect these companies' addressesable markets.
That said, there are important risks to consider. Customer concentration is a key one: in 2025, five customers accounted for 84% of ALAB's revenue, while CRDO reported that two customers accounted for 87% of revenue last quarter. If spending by one or two major customers slows, both companies could be significantly affected.
Investors should balance the opportunity from accelerating data center builds and a slower-than-expected CPO transition against risks such as customer concentration and longer-term technology shifts.
Will the Super Mario Movie Make It Showtime for Nintendo Stock?
Submitted by Chris Markoch. Date Posted: 3/7/2026.
Key Points
- Nintendo sold 15 million Switch 2 consoles in months, but NTDOY stock still needs a catalyst to break resistance.
- The upcoming Super Mario movie sequel could boost high-margin IP revenue and revive investor sentiment.
- Strong cash reserves and a dividend provide downside support as investors watch for a technical breakout.
- Special Report: Elon Musk already made me a "wealthy man"
Mario and Luigi are two of the most iconic characters in the Nintendo Co. Ltd. (OTCMKTS: NTDOY) universe. Nintendo is hoping the brothers can help it capitalize on their popularity with the upcoming release of the "Super Mario Galaxy Movie," due in April.
The movie is a sequel to the popular 2023 "Super Mario Bros. Movie." To many's surprise, that film was a box-office success and helped boost Nintendo's intellectual property (IP) sales.
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Add yourself to the distribution list here.It's not surprising, then, that Nintendo is counting on the sequel to perform as well as—or better than—the original. The movie's release is scheduled nearly one year to the day after Nintendo launched the Switch 2 console.
In its most recent earnings report, the company highlighted cumulative global sell-through of 15 million Switch 2 consoles as of the fourth week of December 2025, making it the fastest-selling dedicated video game platform Nintendo has released.
The Year of Super Mario Becomes a Strategic Push
Before the movie arrives, Nintendo plans to release "Super Mario Bros. Wonder," exclusively for the Switch 2. That's one of several initiatives tied to the 40th anniversary of Super Mario Bros.
This fits Nintendo's broader strategy of leaning into IP as a steadier revenue stream to smooth out the lumpiness of console sales. IP-related revenue is still a relatively small part of total sales: in the first nine months of the company's 2026 fiscal year, Nintendo reported $54.5 billion in IP-related revenue.
That represented only about 3% of the company's overall sales during that period, but IP revenue tends to flow directly to the bottom line.
Tariffs, AI, and Geopolitical Risks Add Uncertainty
Nintendo was already navigating tariffs before the Switch 2 launched, and it has mitigated some of those issues by shifting parts of production to Vietnam.
Concerns have also been growing about a potential slowdown in Nintendo's earnings, which are increasingly affected by memory chip prices. Supporting that view, the company reported declining year-over-year operating margins through the first three quarters of its 2026 fiscal year.
That's the downside. The upside is that the Switch 2, like its predecessor, has a multi-year sales window. So despite strong early demand, a large addressable market remains—one that could get an additional boost when the Super Mario Galaxy Movie opens.
Another uncertainty is how artificial intelligence (AI) will affect gaming. Some fear that agentic AI tools will enable people to self-create games, reducing demand for commercial titles.
There will likely be some of that, but many consumers will probably prefer to experience polished games rather than create them. That places Nintendo in a favorable position, especially if it can harness AI to develop titles more efficiently.
Since the earnings report, the U.S.-Israel military actions involving Iran have raised additional concerns. Those events could delay some Switch 2 shipments that travel by sea.
NTDOY Stock Needs Technical Confirmation
Nintendo stock has been volatile over the past 12 months. The 52-week range for NTDOY is $13.05 to $24.92. The 52-week high coincided with a two-month surge that peaked in mid-August after the June release of the Switch 2. Since then, the chart has shown a bearish pattern, but it appears the stock found a bottom around the earnings report.
When a turnaround might occur is unclear; the 50-day simple moving average (SMA), which has been acting as resistance, stalled upward momentum in early March. Investors would want to see a breakout above that level accompanied by strong volume to confirm a reversal.
The best-case scenario for Nintendo is an improvement in the U.S. economy, which would lift consumer discretionary stocks generally and could prompt consumers who delayed a Switch 2 purchase to buy. A swift, orderly resolution of geopolitical tensions and continued clarity around tariffs would also strengthen the outlook.
That may take a quarter or more to play out. In the meantime, Nintendo pays a reliable dividend and holds more than $15 billion in cash on its balance sheet, against a market capitalization of roughly $73 billion as of this writing.
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