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The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]

The shift to 800-volt AI rack architectures is quietly creating winners in a corner of the chip market most investors overlook, and three small-cap semiconductor names under $50 each carry real exposure to that buildout alongside risks that could make or break the thesis.

Wolfspeed could be an interesting speculative buy on its latest pullback.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.20% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.24%. E-mini S&P futures (ESU26 ) are down -0.24%, and September E-mini...

Investing.com - U.S. stock futures were little changed on Thursday, as a rally in government bonds lost momentum and investors assessed a fresh batch of corporate earnings and analyst actions.

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further to run.

Navitas Semiconductor just posted a 6% single-day surge after weeks of brutal selling, and now investors are facing a question that cuts to the heart of risk tolerance: bounce or breakout, and who exactly is this stock for?

Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.

TeraWulf surges after massive 20-year AI lease sparks investor frenzy

Is WOLF a good stock to buy? We came across a bullish thesis on Wolfspeed, Inc. on r/wallstreetbets by jimmy-smallz. In this article, we will summarize the bulls’ thesis on WOLF. Wolfspeed, Inc.’s share was trading at $44.56 as of July 1st. Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in […]

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks Making Investors Richer. Wolfspeed saw its share prices climb by 8.20 percent on Wednesday to close at $48.69 apiece, as investors resorted to bargain-hunting after a steep fall this month alone. Since the start of June, Wolfspeed Inc. (NYSE:WOLF) has already seen its stock price dwindle […]

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks Stealing the Spotlight from Wall Street Giants. Wolfspeed saw its share prices climb by 13.79 percent on Monday to close at $49.09 apiece, mimicking optimism in the overall market after the US and Iran officially reached a deal to end the war. Investors appeared to have […]

Wolfspeed signed a memorandum of understanding with GE to drive the adoption of high-voltage silicon carbide across industrial, aerospace, and defense markets.

Stock performance and recent context Wolfspeed (WOLF) has drawn attention after a month in which the stock returned 83.1%, following a past 3 months move that data shows at a very large 304.7%. Those gains come as investors weigh a business focused on silicon carbide and gallium nitride technologies, with reported annual revenue of US$712.5 million and a net loss of US$519.6 million. See our latest analysis for Wolfspeed. At a share price of US$67.06 and a year to date share price return of...

Wolfspeed has been one of the market's hottest stocks over the past month, even after a recent sell-off.

Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.

Seaport Research Partners upgrades shares of Texas Instruments to Buy from Neutral and sets a price target of $400.

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks With Shocking Overnight Gains. Wolfspeed climbed by 18.56 percent on Thursday to close at $69.50 apiece, as investors welcomed the launch of two new power module families designed to address the power needs of AI data centers. In a statement, Wolfspeed Inc. (NYSE:WOLF) unveiled the 3.3kV […]

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks With Easy Double-Digit Gains. Wolfspeed extended its winning streak to a 7th consecutive day on Wednesday to hit a fresh all-time high, as investors increased their exposure to the stock after Citrini Research posted a highly optimistic outlook for the company. In a market note, Citrini […]

Is WOLF a good stock to buy? We came across a bullish thesis on Wolfspeed, Inc. on Valueinvestorsclub.com by gri24. In this article, we will summarize the bulls’ thesis on WOLF. Wolfspeed, Inc.’s share was trading at $36.76 as of May 1st. Wolfspeed (WOLF) is an underfollowed pure-play silicon carbide (SiC) semiconductor company positioned at the center […]

Shares of Wolfspeed (NYSE:WOLF) surged 20% on Wednesday morning, marking a seventh consecutive session of gains after thematic research firm Citrini highlighted the chipmaker in a report focused on artificial intelligence infrastructure opportunities. The rally followed a research note published Tuesday in which Citrini described Wolfspeed as its “single-stock highlight” within the AI infrastructure sector, pointing to the company’s positioning following its bankruptcy restructuring.

Wolfspeed stock jumped for the seventh day in a row.

Wolfspeed stock jumped for the seventh day in a row.

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.

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks With Stunning Gains. Wolfspeed rallied for a 6th consecutive day on Tuesday to reach a fresh all-time high, as investors resumed buying positions after posting improved earnings in the third quarter of fiscal year 2026. In intra-day trading, the stock climbed to its highest price of […]

COHR soars 171% in 6 months as datacenter AI demand surges and industrial bookings rebound, but rich valuation and no dividend raise questions.

Why Wolfspeed Stock Is Drawing Investor Attention With no single headline event setting the tone, Wolfspeed (WOLF) is catching attention for its recent share performance, including a 13.4% move over the past day and notable gains over the month. See our latest analysis for Wolfspeed. The recent 13.4% 1 day share price return builds on a 22.2% 7 day and 68.8% 30 day share price return. The year to date share price return of 65.0% points to strong short term momentum rather than a longer multi...

If you are wondering whether Wolfspeed at around US$23 a share looks like an opportunity or a value trap, the key is to understand what the current price is actually baking in. Over the short term, Wolfspeed's share price has been active, with a 21.5% return over the past week and 37.7% over the last 30 days, while the year to date return sits at 21.5%. Recent headlines around Wolfspeed have focused on the company's role within the semiconductor sector and how investors are reacting to its...

The COHR stock surges 379% in a year, fueled by datacenter growth and strong forecasts, but premium valuation and no dividends may give investors pause.