Notícias

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.

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

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?

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, ...

Navitas is facing intense scrutiny as Wolfspeed filed a patent infringement lawsuit against it. How should you play Navitas now?

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.

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.

Wolfspeed’s patent infringement lawsuit against Navitas Semiconductor (NVTS) has quickly become a key focus for investors, with allegations centered on gallium nitride and silicon carbide products that sit at the heart of both companies’ power chip offerings. See our latest analysis for Navitas Semiconductor. Recent trading in Navitas Semiconductor reflects this tension, with the share price at $13.36 after a 1-day share price return that declined 4.5% and a 30-day share price return that...

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...

Wolfspeed has filed a patent infringement lawsuit against Navitas Semiconductor (NasdaqGM:NVTS), alleging misuse of multiple GaN and SiC power technologies. The case centers on technologies used in chips that support AI data centers, electric vehicles, and renewable energy applications. Navitas has publicly rejected the claims and highlighted its own patent portfolio and intent to contest the lawsuit. Navitas Semiconductor focuses on gallium nitride and silicon carbide power chips that aim...

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

Navitas Semiconductor (NASDAQ:NVTS) shares fell 7% on Wednesday morning after Wolfspeed (NYSE:WOLF) filed a patent infringement lawsuit against the company in the U. S.

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

Wolfspeed said it sued Navitas over patent infringement.

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.

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

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

Navitas Semiconductor plunges 41% in a month, as premium valuation, revenue pressure and intense competition weigh on its near-term outlook.

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 […]

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 […]