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.
In the Daily
· Morning Brief
They discounted the slowdown· Closing Time
Closing Time: The slowdown came with a discountCheaper Opus and Sol landed hours apart, Altman and Amodei head to the Security Council, and Bessent leads the AI czar shortlist.
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Closing Time
Closing Time: The trillion-dollar warm-up lapOpenAI tests investor appetite above $1.2 trillion pre-IPO — plus Suleyman vs. Anthropic on Claude's inner life, a UN push on AI rules, Apple's enterprise server, and a unified Claude.