Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Day: July 26, 2026
Qualcomm Just Raised Prices by Double Digits. July 29 Is the Real Test.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.