Semiconductor firm Astera Labs (ALAB) saw a sharp drop in its stock price on Oct. 14. The decline came after chip giant Advanced Micro Devices (AMD) formed a partnership with Oracle (ORCL) to deploy 50,000 GPUs starting in the second half of 2026. ALAB stock also dropped sharply back in September after Morgan Stanley said the deal between Intel (INTC) and Nvidia (NVDA) to develop PC and data center chips would affect Astera Labs' business. This AMD-Oracle deal seems to have reignited fears that business i ...