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The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]
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 […]
The shift to 800-volt AI rack architectures is quietly creating winners in a corner of the chip market most investors overlook, and three small-cap semiconductor names under $50 each carry real exposure to that buildout alongside risks that could make or break the thesis.
Wolfspeed could be an interesting speculative buy on its latest pullback.
In might be time to turn tail and run from Wolfspeed.
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 $4.4 million. See our latest analysis for Wolfspeed. Wolfspeed's latest earnings and AI data center updates came alongside a sharp 90 day share price return decline of 58.14%. However, the year to date share price return is still up 53.67%, suggesting momentum has recently faded after an earlier...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.20% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.24%. E-mini S&P futures (ESU26 ) are down -0.24%, and September E-mini...
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...
Wolfspeed Shares Plunge After $2.26 Quarterly Loss Raises Fresh Concerns
Moby summary of Wolfspeed, Inc.'s Q4 2026 earnings call
Investing.com - U.S. stock futures were little changed on Thursday, as a rally in government bonds lost momentum and investors assessed a fresh batch of corporate earnings and analyst actions.
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 (NYSE:WOLF) shares fell sharply in premarket trading on Thursday after the semiconductor manufacturer delivered significantly weaker-than-expected fiscal fourth-quarter results, extending the selloff that began following Wednesday evening’s earnings announcement. The stock dropped 10.
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.
The silicon carbide maker reported a wider-than-expected loss and expects next-quarter sales to remain broadly flat at $140 million to $160 million.
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
In addition to meeting analyst expectations for fourth quarter revenue, it also beat on earnings per share.
The Aug. 19 report could offer fresh clues on Wolfspeed’s restructuring, revenue recovery, and a path toward profitability.
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.
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.
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