High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Broadcom boasts robust cash flow and scale, while Navitas pursues a bold pivot into advanced power for data centers and EVs, each with unique risks and rewards.
AI computing places considerable demands on data centers. This company is helping to address the problem -- and investors are taking note.
Intel is betting big on chip manufacturing, while Navitas targets advanced power materials for AI and EVs.
AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s AI Factory MGX showcase at COMPUTEX 2026, and saw director Dr. Ranbir Singh resign from the board effective June 9, 2026. These events collectively highlight Navitas’ push to deepen its role in AI data‑center and high‑voltage energy infrastructure while potentially increasing its...
With today's pop, Navitas stock is up 227.5% in 2026.
See the beaten-down and surging stocks that insiders are trading, from one of the biggest names in crypto to an NVIDIA-linked chip company.
A small power-chip company that most investors never tracked closely is now one of the most argued-over names on the Nasdaq. Navitas Semiconductor Corp (NVTS) spent the past week swinging hard, first on excitement about its place in Nvidia’s AI data center plans, then on a sharp selloff that hit ...
Navitas Semiconductor (NVTS) is back in focus after Nvidia showcased the company’s 800 V to 6 V DC DC power delivery board at Computex 2026, alongside a fresh partnership on advanced AI data center infrastructure. See our latest analysis for Navitas Semiconductor. The latest Nvidia collaboration sits against a backdrop of sharp share price swings, with the stock down 18.23% over the past day but showing a 30 day share price return of 50.36% and a 1 year total shareholder return of 305.83%,...
Macroeconomic concerns just spurred a massive sell-off for Navitas stock.
Navitas Semiconductor solves severe thermal bottlenecks in artificial intelligence server racks by fundamentally transforming power delivery architecture.
Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...
Navitas stock pops 20% after Nvidia partnership announcement at the COMPUTEX 2026.
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
NVIDIA's backing sends MRVL and NVTS soaring. But when it comes to AI exposure, financial strength and valuation, which stock has the stronger case?
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Remarkable Resilience. Navitas Semiconductor climbed to a new all-time high on Wednesday, after its technology was showcased by Nvidia Corp. at the Computex 2026 in Taipei, Taiwan. In intra-day trading, the stock climbed to its highest price of $34.16 at intra-day trading before paring […]
Navitas is showing off one of its power-delivery boards at Nvidia’s MGX ecosystem showcase in Taiwan this week.
Navitas Semiconductor (NASDAQ:NVTS) shares surged roughly 26% on Wednesday after the company highlighted its participation in Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s partner ecosystem at a major industry event in Taipei, drawing investor attention to its role in next-generation AI data center...
Navitas Semiconductor said its recently launched power chip is in Nvidia’s MGX Ecosystem as part of a collaboration.
The Nvidia partner's stock has become a focal point of the bull-and-bear battle over an AI spending bubble.
Navitas Semiconductor (NasdaqGM:NVTS) is shifting its focus toward AI-focused power infrastructure built on GaN and SiC technology. The company has announced new high-efficiency power boards for AI data centers and collaborations with major chipmakers. Navitas has also entered a licensing agreement with Cyient Semiconductors targeting power technology deployment in the India market. For investors watching the buildout of AI data centers and cleaner power infrastructure, Navitas sits at the...
NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.
Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.
NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
