AI Market Movers · GPUs, accelerators & foundries

Astera Labs

ALAB

Astera Labs makes retimers and connectivity silicon inside AI servers. The GPU does not work if the signal dies on the board.

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November 3, 2026 · Morning Brief
The web wants its words back
Il Sole 24 Ore reports that an adviser to the European Union’s top court said Google’s Gemini chatbot may, in certain circumstances, infringe the rights of news publishers.
November 2, 2026 · Closing Time
Closing Time: The AI megadeal Wall Street hated
CNBC reports that Marvell agreed to buy optical networking maker Lumentum in an all-stock deal that values Lumentum at $115 billion including debt, and shares of both companies fell sharply.
October 28, 2026 · Morning Brief
Google’s chips are leaving the building
The Information reports that OpenAI plans to buy Google’s AI chips, known as tensor processing units, instead of only renting them as it has since last year.
October 27, 2026 · Closing Time
Closing Time: Google built a world you can talk to
Google DeepMind’s new Genie 4 generates a world in real time that you can move through and change as you go, and for the first time that world comes with its own sound.
October 9, 2026 · Morning Brief
The AI industry is rehearsing the day after
Axios reports top executives at Anthropic, OpenAI and other AI companies are privately gaming out how the public and Washington would react after a catastrophic AI event, with many insiders expecting a major incident within six to 12 months.