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Wolfspeed, Inc. (NYSE:WOLF) shares closed 9.4% lower at $26.35 on August 20 following its fiscal fourth-quarter results. Revenue reached $149.6 million, while the company reported a $145.4 million GAAP net loss and a $62.4 million company-defined adjusted EBITDA loss. Wolfspeed, Inc. (NYSE:WOLF) said AI data center revenue more than doubled in fiscal 2026 compared with […]

Wolfspeed is cratering after a brutal earnings miss, yet the stock still sits near its best levels in months. Here is why traders are treating the selloff as a company problem rather than a warning sign for the whole chip sector.

Wolfspeed (WOLF) is back in focus after reporting fourth quarter and full year 2026 results, with quarterly revenue of $149.6 million, a smaller net loss, and positive full year net income of $4.4 million. See our latest analysis for Wolfspeed. Wolfspeed's latest earnings and AI data center updates came alongside a sharp 90 day share price return decline of 58.14%. However, the year to date share price return is still up 53.67%, suggesting momentum has recently faded after an earlier...

Wolfspeed (NYSE:WOLF) reported mixed Q4 results that highlight progress in AI data center markets and new silicon carbide product activity. The company launched a fifth-generation SiC MOSFET and advanced its 10 kV MOSFET technology for high-performance power applications. Wolfspeed formed a dedicated Data Center Solutions team focused on AI workloads and power efficiency. New collaborations with Toyota and GE expand Wolfspeed’s reach in automotive and industrial power markets. For a broader...

Moby summary of Wolfspeed, Inc.'s Q4 2026 earnings call

Wolfspeed stock has delivered a strong 53.7% gain year to date, yet current checks still point to a rich valuation rather than a clear bargain. Year to date, Wolfspeed is up 53.7%, which means recent buyers are paying in the context of a sharp rebound. The new partnership with LITEON to support 800 VDC power solutions for hyperscale AI data centers may support long term growth expectations, while any disappointment in how quickly that AI infrastructure demand turns into cash flow remains a...

Wolfspeed Inc (WOLF) reports $150 million in Q4 revenue with AI data center growth surging over 100% year-over-year, while management outlines key milestones for gross margin recovery.

Wolfspeed (NYSE:WOLF) reported fourth-quarter fiscal 2026 revenue of $150 million, landing at the midpoint of its guidance range, as growth in artificial intelligence data-center applications helped offset softer automotive demand. Chief Executive Officer Robert Feurle said the company has continue

The Aug. 19 report could offer fresh clues on Wolfspeed’s restructuring, revenue recovery, and a path toward profitability.

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

Wolfspeed, BigBear.ai and Others Face Heavy Short-Seller Pressure

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 (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 (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

The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward patient speculators with triple-digit gains.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

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

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, ...

Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.

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...

WOLF is now Wall Street's most shorted stock. Here's why bears keep piling on even after Wolfspeed's big debt overhaul.

A Delaware lawsuit targets Navitas's core GaN and SiC product families

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.

SoundHound's massive short interest has turned the AI stock into a high-risk, high-reward bet for investors.

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,...

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 […]

The bottleneck has shifted from chips to power, and one under-the-radar stock just signed a 15-year, $2.6 billion AI lease that proves the trade is real. The market hasn’t priced it yet.

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, 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...