2026-08-11 产品 Bull
CRDO Launches OCP Initiative to Address AI Memory Bottlenecks Company plans to standardize AI interconnect within OCP, beyond HBM
D1 +3.2% · +5d -0.7%
2026-08-05 → 08-08 Regulation Bull
US mulls ban on Chinese optical transceivers; CRDO gets JPM attention & new page signal JPM cites FCC draft ban; CRDO gated page hints at new product, reinforcing beneficiary narrative
D1 -5.6% · +5d +19.4%
› 5 waves of this story2026-08-05 Draft ban on Chinese optical transceivers in US AI data centers seen as validation for US-based optical suppliers.2026-08-06 Trump's ban plan raises concerns over CRDO's China assembly, yet sector rallies2026-08-08 JPM notes FCC drafting rule to ban Chinese optical transceivers from US data centers, favoring US suppliers2026-08-08 JPM notes FCC draft rule; CRDO published a gated page, reinforcing its beneficiary position2026-08-08 JPM cites FCC draft ban; CRDO gated page hints at new product, reinforcing beneficiary narrative18 earlier events › 2026-08-06 Capital Bull
Empowered Funds Boosts CRDO Stake by 95.7% Empowered Funds increased CRDO holdings by 95.7% in Q1, showing institutional confidence
D1 +2.6% · +5d +15.4%
2026-08-04 产品 Bull
Credo to Showcase AI Memory and Storage Connectivity at FMS 2026 Announced participation at FMS Aug 4-6, featuring OmniConnect Weaver, targeting up to 25x memory density vs HBM4
D1 +9.0% · +5d +4.1%
2026-08-03 Capital Bull
Centaurus Financial Makes New $426K Stake in CRDO New institutional purchase in Q1 signals continued interest
D1 +5.5% · +5d +9.9%
2026-07-21 → 08-02 Analyst Bull
CRDO Upgraded to Buy, Valuation Attractive at 30x Forward Earnings July 21 sale reduces holdings by 0.46%, insider cash-out
D1 +5.6% · +5d -14.1%
› 2 waves of this story2026-07-21 Seeking Alpha upgrades after 40% pullback, valuation now attractive2026-08-02 July 21 sale reduces holdings by 0.46%, insider cash-out2026-08-02 Capital Bear
CRDO CTO Sells Shares Worth $6.1M Co-founder and CTO Lawrence Cheng disposed of 27,500 shares on July 21, reducing holdings by 0.46%
D1 +5.5% · +5d +9.9%
2026-07-31 内部人卖出 Bear
Insider selling $28.2M (2) D1 +2.9% · +5d +20.7%
2026-07-30 Analyst
CRDO Named Zacks Rank #1 Growth Stock for July 30 Zacks lists CRDO among top growth stocks with Strong Buy rank, alongside FIVE and HPE
D1 +13.3% · +5d +14.6%
2026-07-29 Company Bull
CRDO Signs CHIPS R&D Letter of Intent with US Commerce Dept for Up to $30M Up to $30M funding to advance non-InP substrate tech for AI datacom
D1 -7.7% · +5d +26.6%
› 2 waves of this story2026-07-29 Funding to advance non-InP substrate tech for AI datacom, addressing supply chain constraints2026-07-29 Up to $30M funding to advance non-InP substrate tech for AI datacom2026-07-26 Company Bear
CRDO Shares Drop 9.9%; D.A. Davidson Takes New Position Stock fell to $209.55 low; D.A. Davidson disclosed $341K new stake in Q1
D1 -2.4% · +5d +4.9%
2026-07-22 → 07-23 产品 Bull
AI Cluster High-Speed Interconnect Demand Benefits CRDO, Kimi K3 Compute Constrained Google raises FY26 CapEx to $205B; multiple X users cite photonics bottleneck as tailwind
D1 +2.0% · +5d -22.3%
› 2 waves of this story2026-07-22 Kimi K3 subscription limited due to compute, distributed training needs high-speed interconnect, CRDO benefits2026-07-23 Google raises FY26 CapEx to $205B; multiple X users cite photonics bottleneck as tailwind2026-07-20 Capital Bull
Bessemer Boosts CRDO Stake by 8.4% in Q2 Filing Bessemer's latest 13F shows an 8.4% stake increase, corroborating prior institutional accumulation.
D1 +4.6% · +5d -1.9%
› 2 waves of this story2026-07-20 Bessemer Group's 13F reveals 8.4% stake increase, signaling institutional confidence2026-07-20 Bessemer's latest 13F shows an 8.4% stake increase, corroborating prior institutional accumulation.2026-07-18 → 07-19 Analyst Bull
CRDO Named Top Pick by Seeking Alpha for H2 2026 Multiple independent X accounts cite CRDO in AI connectivity context, reinforcing its core optical interconnect supplier status
D1 +4.6% · +5d -1.9%
› 2 waves of this story2026-07-18 Seeking Alpha ranks CRDO #1 among top 10 stocks, citing high-speed connectivity demand2026-07-19 Multiple independent X accounts cite CRDO in AI connectivity context, reinforcing its core optical interconnect supplier status2026-07-17 Earnings Bull
CRDO's Free Cash Flow Surges to $177.5M Strengthens liquidity for innovation, acquisitions, and AI-driven connectivity growth
D1 -2.5% · +5d +5.2%
2026-07-15 → 07-17 Analyst Bull
CRDO Highlighted as Asymmetric Play by Multiple Analysts Insiders sell under 10b5-1 plans; chatter focuses on AI trade unwind and pullback entry
D1 -4.0% · +5d +0.7%
› 2 waves of this story2026-07-15 Deep dive from CK Capital and collaboration with Vantix, plus BofA optical outlook, reinforce CRDO's long-term thesis2026-07-17 Insiders sell under 10b5-1 plans; chatter focuses on AI trade unwind and pullback entry2026-07-15 内部人卖出 Bear
Insider selling $23.9M (1) D1 -4.0% · +5d +0.7%
2026-07-13 Capital Bull
CRDO closes $750M silicon photonics acquisition, covering 800G to 3.2T DustPhotonics deal brings silicon photonics in-house alongside own SerDes/DSP; CEO hints optical could reach half of business
D1 -8.1% · +5d -10.5%
2026-06-01 8-K filing
8-K: Item 2.02, Item 5.02, Item 9.01 D1 -4.2% · +5d -1.7%
2026-06-01 Earnings
Earnings report Fiscal 2026 revenue exceeded $1.3 billion, more than tripling year over year, with Q4 revenue reaching a record $437 million
D1 -4.2% · +5d -1.7%
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