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.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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?
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 […]
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 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 (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,...
Wolfspeed is redefining its market trajectory by partnering with aerospace giant GE Aerospace to deliver advanced high-voltage silicon carbide power modules.
COHR soars 337% in a year, but a recent dip, rich valuation and AI-driven backlog, plus a $2B NVIDIA deal, shape its next move.
Wolfspeed Stock Hit as S-1 Filing Unlocks Millions of Shares for Possible Sale
Wolfspeed announced a potential sale of 24 million shares held by existing stockholders.
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...
Wolfspeed, Inc. (NYSE:WOLF) is one of the AI Bubble Stocks to Short Now According to Reddit. On June 1, Wolfspeed, Inc. (NYSE:WOLF) announced an expansion in the data center market with a dedicated data center solutions team and a new regional office in the San Francisco Bay Area. Management noted that this move is to […]
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 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 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 […]
Wolfspeed Inc. (NYSE:WOLF) is one of the 10 Stocks Entering June in the Wrong Direction. Wolfspeed dropped its share prices by 10.68 percent on Monday to close at $52.95 apiece, as investors resorted to profit-taking to take advantage of last month’s whopping gains, having more than doubled its share price from April levels. Last month, […]
Wolfspeed suffered a sharp 13% selloff on May 27, following broader semiconductor weakness. This pushed shares to steep discounts despite recent leadership hires and new high-voltage silicon carbide product launches.
Short sellers have crowded aggressively into Wolfspeed stock, with 117% of the float now sold short. If bullish momentum returns, a giant short squeeze may not be far behind.
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.
Wolfspeed (NYSE:WOLF) introduced new 3.3 kV silicon carbide power module families aimed at AI data center and renewable energy infrastructure. The products target rising power density and efficiency needs in high performance computing and grid scale energy systems. The announcement signals a shift in focus toward serving power constrained segments tied to AI workloads and clean energy build outs. For readers tracking Wolfspeed, the company is known for its silicon carbide technology used in...
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 […]
ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.
NVTS sees grid infrastructure emerging as a major AI-driven growth market, with GaN and SiC adoption projected to surge through 2030.
Wolfspeed Inc. (NYSE:WOLF) is one of the best performing semiconductor stocks so far in 2026. On May 5, Wolfspeed reported FQ3 2026 consolidated revenue of ~$150 million, hitting the midpoint of its guidance range. The company recorded a GAAP gross margin of negative 27% and a non-GAAP gross margin of negative 21%, leading to a […]
Wolfspeed stock ended yesterday in the green as Citrini issued a constructive research note. Here’s why its analysts are bullish on WOLF shares.
In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.