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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 […]

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?

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.