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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.
The Nvidia partner's stock continues its powerful run, and there could be more to come if data center spending continues to grow.
Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.
Nokia, Navitas Semiconductor, and Rocket Lab shares continued their upward momentum in the overnight session headed into Tuesday.
Investors have piled into the stock recently, encouraged by the company’s gallium nitride (GaN) and silicon carbide (SiC) semiconductors, which claim to improve power delivery in data centers and other industrial applications.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Stunning Double-Digit Gains. Navitas rallied by 37.2 percent week-on-week, as investors loaded portfolios ahead of its participation in a three-day conference, where it would showcase its latest gallium nitride (GaN) and GeneSiC silicon carbide (SiC) products to support today’s high-growth sectors. In a notice […]
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
Navitas Semiconductor (NasdaqGM: NVTS) has settled a contingent earnout dispute with Live Oak Sponsor Partners II related to its prior business combination. The agreement makes more than 726,000 previously restricted sponsor shares fully vested and nonforfeitable, while 115,775 shares are forfeited. The settlement includes mutual releases, ending all related claims tied to the earlier SPAC merger. For investors tracking Navitas Semiconductor at a share price of $29.25, this legal resolution...
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks Effortlessly Climbing Double-Digits. Navitas Semiconductor saw its share prices climb by 19.98 percent on Friday to close at $29.25 apiece, as investors positioned portfolios ahead of its participation in a three-day conference early next month. In a notice on its website, Navitas Semiconductor Corp. (NASDAQ:NVTS) […]
In May 2026, Navitas Semiconductor highlighted new high‑power GaN and SiC platforms for AI data centers and grid infrastructure at PCIM Europe, alongside fresh licensing, capital-raising, and governance moves. An India-focused GaN licensing deal with Cyient Semiconductors, combined with advanced 800 VDC AI server power demos, underscores how Navitas is trying to turn specialized power technology into broader ecosystem adoption. We’ll now examine how the Cyient GaN licensing deal and PCIM...
Recent performance snapshot Navitas Semiconductor (NVTS) has drawn attention after a strong recent run, with the stock up about 6% over the past day, 9% over the past week and 59% over the past month. See our latest analysis for Navitas Semiconductor. The recent surge fits into a much bigger move, with a 90 day share price return of 209.39% and a 1 year total shareholder return of 382.77%. This points to strong positive momentum rather than a short lived bounce. If this kind of semiconductor...
Traders hoping Nvidia would disappoint the market and send its partners' shares plummeting came unstuck this week.
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Insane Returns Right Now. Navitas Semiconductor snapped a three-day losing streak on Wednesday, soaring 18.32 percent to close at $22.99 apiece as investors loaded portfolios ahead of its participation in a conference. In a notice on its website, Navitas Semiconductor Corp. (NASDAQ:NVTS) said that […]
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the best performing semiconductor stocks so far in 2026. On May 5, Navitas Semiconductor reported Q1 2026 total revenue of $8.6 million, representing an 18% sequential increase from Q4 2025, though down from $14.0 million in Q1 2025. This sequential rebound reflects the company’s strategic pivot away from […]
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders will have a reason to smile today, with the analysts...
Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Futures tracking the were 0.2% higher as President Donald Trump headed to China with executives including Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. The company makes power semiconductors, which control the voltages that flow into a device’s specific components.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Easy Double-Digit Returns. Navitas Semiconductor soared to a fresh all-time high on Monday, as investors cheered an Indian semiconductor maker’s successful launch of a gallium nitride (GaN) power device family developed using the former’s GaN technology. In intra-day trading, the stock climbed to its […]
Navitas announced a new product partnership that seemed to lend credence to its turnaround efforts.
The company's partnership with Nvidia and its exposure to AI data center spending stood it in good stead in April.