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Is Wolfspeed (WOLF) Above Fair Value Following Andy Mattes’ Board Appointment?
Simply Wall St.4d agoneutral
Is Wolfspeed (WOLF) Above Fair Value Following Andy Mattes’ Board Appointment?

Wolfspeed (WOLF) drew fresh investor attention after appointing veteran technology executive Andreas “Andy” Mattes to its board on July 28, 2026. He will immediately serve as chair of the Compensation Committee. See our latest analysis for Wolfspeed. At a share price of $23.62, Wolfspeed has seen short term momentum fade, with the 30 day share price return down 46.99% after a 24.78% year to date share price gain. Mattes’ appointment now gives investors another development to factor into how...

Wolfspeed (WOLF) Appoints Andy Mattes To Board And Compensation Committee Chair
Simply Wall St.5d agoneutral
Wolfspeed (WOLF) Appoints Andy Mattes To Board And Compensation Committee Chair

Wolfspeed (NYSE:WOLF) has appointed Andy W. Mattes to its Board of Directors. Mattes will also serve as Chair of the Compensation Committee. The appointment brings additional semiconductor and technology sector leadership experience to Wolfspeed's governance structure. For investors watching Wolfspeed, the appointment of Andy W. Mattes adds a seasoned technology executive to the boardroom at a time when demand for power and RF semiconductors remains a key industry theme. Wolfspeed focuses...

Navitas Semiconductor Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Navitas Semiconductor Q2 Earnings Call Highlights

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

GE Aerospace Q2 Earnings Call Highlights
MarketBeat20d agoneutral
GE Aerospace Q2 Earnings Call Highlights

GE Aerospace (NYSE:GE) reported double-digit growth across key second-quarter 2026 metrics and raised its full-year outlook, citing strong commercial services demand, improved operating execution and a backlog that management said provides visibility into the rest of the year. Chairman and CEO Larr

Nvidia partner sued over five critical products
TheStreet23d agoneutral
Nvidia partner sued over five critical products

Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...

Navitas Semiconductor (NVTS) Is Down 19.2% After Patent Suit And Index Removal News Event - Has The Bull Case Changed?
Simply Wall St.27d agoneutral
Navitas Semiconductor (NVTS) Is Down 19.2% After Patent Suit And Index Removal News Event - Has The Bull Case Changed?

In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell equity indices after investors learned rival Wolfspeed had filed a U.S. patent infringement lawsuit targeting several of Navitas’ GaN and SiC power semiconductor product families. Beyond the legal overhang, Navitas is simultaneously reshaping its governance by declassifying its board and securing flexible funding via a US$500.00 million at-the-market shelf, underscoring how capital, control, and...

Investing.com28d agoneutral
Wolfspeed sues Navitas over GaN and SiC patents

Investing.com -- Wolfspeed Inc (NYSE:WOLF) announced after Tuesday's market close that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, targeting what it described as its "foundational" gallium nitride (GaN) and silicon carbide (SiC) intellectual property portfolio. The legal announcement came after trading had ended for the session.

Is GE’s Tightened Governance And Dividend Policy Quietly Reframing The Investment Case For General Electric (GE)?
Simply Wall St.34d agoneutral
Is GE’s Tightened Governance And Dividend Policy Quietly Reframing The Investment Case For General Electric (GE)?

On June 25, 2026, GE Aerospace’s board amended the company’s by-laws to tighten shareholder nomination procedures, clarify proxy card requirements, and set New York and federal courts as exclusive forums for key corporate and securities disputes, while also declaring a US$0.47 per-share dividend payable on July 27, 2026. These governance and capital-return moves arrive as GE Aerospace highlights its GE9X engine and expands partnerships such as its silicon carbide agreement with Wolfspeed,...

Here is why GE Aerospace (GE) Is Among the Best Stocks in Chris Hohn’s Portfolio
Insider Monkey37d agoneutral
Here is why GE Aerospace (GE) Is Among the Best Stocks in Chris Hohn’s Portfolio

GE Aerospace (NYSE:GE) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio. On June 25, 2026, GE Aerospace (NYSE:GE) announced that the company is celebrating America’s 250th anniversary by showcasing its GE9X – the world’s largest and most powerful commercial jet engine – at the Great American State Fair […]

Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
24/7 Wall St.46d agoneutral
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

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?

Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets?
Simply Wall St.48d agoneutral
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets?

In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is...

Wolfspeed Targets High Voltage Growth With Gen 5 SiC And GE Alliance
Simply Wall St.53d agoneutral
Wolfspeed Targets High Voltage Growth With Gen 5 SiC And GE Alliance

Wolfspeed (NYSE:WOLF) introduced its fifth-generation silicon carbide MOSFET technology, targeting higher efficiency and performance in automotive and industrial power systems. The company also announced an alliance with GE Aerospace to speed up adoption and standardization of high-voltage silicon carbide across advanced industrial and aerospace markets. For readers following power semiconductor trends, Wolfspeed focuses on silicon carbide devices that sit at the heart of electric vehicles,...

GE Aerospace Wolfspeed Deal Reframes Long Term Power Electronics Story
Simply Wall St.57d agoneutral
GE Aerospace Wolfspeed Deal Reframes Long Term Power Electronics Story

GE Aerospace and Wolfspeed announced a Memorandum of Understanding to collaborate on high-voltage silicon carbide power electronics for aerospace and defense. The agreement focuses on next generation power systems that support US priorities in advanced technology and supply chain resilience. The collaboration targets applications including industrial platforms and Artificial Intelligence enabled aerospace and defense systems. General Electric (NYSE:GE) is adding this Wolfspeed partnership...

T1 Energy (TE) Powers to 3-Year High on Strong Q2 Hopes
Insider Monkey63d agoneutral
T1 Energy (TE) Powers to 3-Year High on Strong Q2 Hopes

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks Delivering Massive Returns. T1 Energy snapped a three-day losing streak on Tuesday to hit a new three-year high, as investors resumed buying positions on expectations of a strong second-quarter performance across the broader sector. In intra-day trading, T1 Energy Inc. (NYSE:TE) jumped to a record high […]

Wolfspeed (WOLF) Zooms 15% on Expansion Efforts
Insider Monkey63d agoneutral
Wolfspeed (WOLF) Zooms 15% on Expansion Efforts

Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks Delivering Massive Returns. Wolfspeed bounced back by 15.32 percent on Tuesday to close at $61.06 apiece, as investors resorted to bargain-hunting following the previous day’s losses, while digesting its ongoing expansion efforts. In a statement on Monday, Wolfspeed Inc. (NYSE:WOLF) said that it is opening a […]