Quick Read – ALAB posted 93% revenue growth to $308M while MRVL raised its FY27 and FY28 outlooks after CEO Matt Murphy cited exceptional AI-related bookings. – NVDA dominates AI headlines, but ON’s data center revenue more than doubled year-over-year as auto and industrial…
adwinds masked its emerging AI power story. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn’t make the cut. Grab the names FREE today
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading into the back half of 2026: each delivered a Q1 2026 beat with raised or strong forward guidance, each carries data-center exposure that the sell side may still be underwriting too conservatively, and each is still early enough in retail discovery that the institutional bid is doing the heavy lifting.
Here are three to keep on the radar in June. Astera Labs (ALAB) Astera Labs (NASDAQ:ALAB) designs connectivity silicon that solves integration bottlenecks inside AI racks, the plumbing between GPUs, CPUs, and memory. Motley Fool flagged the name in May 2026 as an overlooked AI infrastructure play.