Forget the Hyperscalers: Fund Manager Flags 2 Lesser-Known AI Stocks Whose Earnings Surprises Show the AI Trade Isn't Dead

As concerns around hyperscaler capital expenditure ripple through tech markets, beyond the giant megacap names, two lesser-known AI infrastructure stocks, Sterling Infrastructure Inc. (NASDAQ:STRL) and SiTime Corp. (NASDAQ:SITM), are dominating earnings expectations with multi-quarter streaks of double- and triple-digit EPS beats alongside frequent upward guidance revisions.

Benzinga • Jul 27, 2026

SiTime Stock Outlook Hinges on AI Timing Growth and Execution

SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.

Zacks Investment Research • Jul 23, 2026

Is SITM Stock a Buy Now or Too Expensive After Its Big Run?

SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.

Zacks Investment Research • Jul 23, 2026

SiTime is Riding the Shift to AI Timing and Smarter Networks

SITM is gaining from AI's need for precise timing, faster optical links and richer clocking content as networks scale.

Zacks Investment Research • Jul 23, 2026

Thrivent Small Cap Growth Fund Q2 2026 Portfolio Review

Thrivent Small Cap Growth Fund returned 25.54% during the quarter, modestly underperforming the Russell 2000 Growth Index return of 25.71%. JFrog reported stronger than expected revenue growth, reinforcing the view that customers are consolidating around JFrog as software delivery and AI-assisted development become more complex. Guidewire underperformed amid a valuation reset in higher-multiple software in addition to not raising its FY26 ARR guide due to timing of a few deals slipping to the subsequent quarter.

Seeking Alpha • Jul 19, 2026

SiTime Corporation to Announce Second Quarter 2026 Financial Results on August 5, 2026

SANTA CLARA, Calif., July 09, 2026 (GLOBE NEWSWIRE) -- SiTime Corporation (Nasdaq: SITM), the Precision Timing company, will announce its second quarter 2026 financial results on Wednesday, August 5, 2026, after market close.

GlobeNewsWire • Jul 9, 2026

SiTime Completes Acquisition of Renesas' Timing Business

SANTA CLARA, Calif. & TOKYO--(BUSINESS WIRE)--SiTime Corporation (Nasdaq: SITM) (“SiTime” or the “Company”), the Precision Timing company, today announced that it has completed the acquisition of certain assets from Renesas Electronics Corporation (TSE: 6723) (“Renesas”).Rajesh Vashist, chairman and CEO of SiTime, said, “SiTime has created the Precision Timing category, and is the only semiconductor company fully dedicated to all aspects of timing. The acquisition of Renesas' timing business mar.

Business Wire • Jul 1, 2026

Analysts Expect Another Stellar Year For This Specialty Chipmaker

SiTime stock is in a base. The specialty semiconductor designer has produced eight straight quarters of triple-digit profit growth.

Investors Business Daily • Jun 24, 2026

SiTime: This AI Inflection Isn't Priced In

Revenue surged 88% to $113.6 million while AI-focused CED revenue jumped 158% and reached two-thirds of sales. Management raised full-year growth guidance to at least 80%, signaling stronger visibility and accelerating AI infrastructure demand. Gross margin expanded to 64.5%, operating margin reached 28%, and operating cash flow more than doubled year-over-year.

Seeking Alpha • Jun 22, 2026

Microchip Launches TimePictra 12 Platform: Catalyst for More Growth?

MCHP debuts TimePictra 12 with new GUI, automation and support for advanced timing tech, scaling to 5,000 elements for critical networks.

Zacks Investment Research • Jun 11, 2026