Geopolitics Alpha

Astera Labs Earnings Preview: Can AWS's Trainium Boom Fuel Another Blowout?

Published . Updated .

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GEOPOLITICS ALPHAAstera Labs Earnings Preview: CanAWS's Trainium Boom Fuel AnotherBlowout?ALABAMZNGEOPOLITICS ALPHA

This report does not map to a usual set of affected companies.

Directly affected

  • ALAB Astera Labs-38.0% 30d

    Named in this report.

  • AMZN Amazon Com+6.7% 30d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+6.9% 13d

    Technology Select Sector SPDR holds the technology sector that Astera Labs belongs to, so it often moves with news about it.

  • AVGO Broadcom-7.1% 30d

    Broadcom is a peer of Astera Labs in semiconductors and related devices; rivals often move on the same news.

  • MU Micron Technology-20.2% 30d

    Micron Technology is a peer of Astera Labs in semiconductors and related devices; rivals often move on the same news.

  • AMD Advanced Micro Devices-22.3% 30d

    Advanced Micro Devices is a peer of Astera Labs in semiconductors and related devices; rivals often move on the same news.

  • INTC Intel-54.2% 30d

    Intel is a peer of Astera Labs in semiconductors and related devices; rivals often move on the same news.

  • AMAT Applied Materials-17.0% 30d

    Applied Materials is a peer of Astera Labs in semiconductors and related devices; rivals often move on the same news.

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Amazon.com belongs to, so it often moves with news about it.

  • CPNG Coupang+22.8% 30d

    Coupang is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ALAB+0.29%+14.94%base-11.24%-9.60%-13.55%after close
AMZN+3.66%+5.97%base+2.24%+4.32%+10.73%after close
XLK+3.81%+6.46%base-2.92%-1.68%-1.69%after close
AVGO+0.96%+7.89%base-1.15%+1.81%-0.20%after close
MU+2.15%+11.12%base-5.78%-3.34%-10.14%after close
AMD+5.18%+14.50%base-7.61%-4.18%-3.47%after close
INTC+37.63%+45.22%base-8.86%-8.03%-11.53%after close
AMAT-0.66%+6.54%base-3.92%-2.02%-5.36%after close
XLY-0.96%-0.06%base+2.40%+1.70%+6.04%after close
CPNG-4.31%-1.67%base+2.30%+6.12%+18.65%after close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Astera Labs Earnings Preview: Can AWS's Trainium Boom Fuel Another Blowout? Moomoo

Source: Moomoo

This story

CompanyWhenMoveStatus
ALABthat day-11.24%final price
ALABthe next day-9.60%final price
ALABtwo days later-13.55%final price
ALABthree days earlier+14.94%final price
ALABfive days earlier+0.29%final price
AMATthat day-3.92%final price
AMATthe next day-2.02%final price
AMATtwo days later-5.36%final price
AMATthree days earlier+6.54%final price
AMATfive days earlier-0.66%final price
AMDthat day-7.61%final price
AMDthe next day-4.18%final price
AMDtwo days later-3.47%final price
AMDthree days earlier+14.50%final price
AMDfive days earlier+5.18%final price
AMZNthat day+2.24%final price
AMZNthe next day+4.32%final price
AMZNtwo days later+10.73%final price
AMZNthree days earlier+5.97%final price
AMZNfive days earlier+3.66%final price
AVGOthat day-1.15%final price
AVGOthe next day+1.81%final price
AVGOtwo days later-0.20%final price
AVGOthree days earlier+7.89%final price
AVGOfive days earlier+0.96%final price
CPNGthat day+2.30%final price
CPNGthe next day+6.12%final price
CPNGtwo days later+18.65%final price
CPNGthree days earlier-1.67%final price
CPNGfive days earlier-4.31%final price
INTCthat day-8.86%final price
INTCthe next day-8.03%final price
INTCtwo days later-11.53%final price
INTCthree days earlier+45.22%final price
INTCfive days earlier+37.63%final price
MUthat day-5.78%final price
MUthe next day-3.34%final price
MUtwo days later-10.14%final price
MUthree days earlier+11.12%final price
MUfive days earlier+2.15%final price
XLKthat day-2.92%final price
XLKthe next day-1.68%final price
XLKtwo days later-1.69%final price
XLKthree days earlier+6.46%final price
XLKfive days earlier+3.81%final price
XLYthat day+2.40%final price
XLYthe next day+1.70%final price
XLYtwo days later+6.04%final price
XLYthree days earlier-0.06%final price
XLYfive days earlier-0.96%final price

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Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

25 out of 100

“Astera Labs Earnings Preview: Can AWS's Trainium Boom Fuel Another Blowout?” scores 25 out of 100. The score uses 2 sources.