Notícias

Magnachip Semiconductor (NYSE:MX) shares climbed 14% after the company announced a $5 million strategic equity investment from Navitas Semiconductor (NASDAQ:NVTS), strengthening an existing partnership focused on silicon carbide power semiconductor technology. The investment follows a collaboration announced in July 2026 to accelerate the adoption of silicon carbide (SiC) technology in high-voltage and ultra-high-voltage applications.

On May 21, 2025, Nvidia Corp. (NVDA) named a partner for its new 800-volt data center architecture. For Nvidia, this was housekeeping. A supplier announcement. As such, NVDA stock hardly budged. For Navitas Semiconductor Corp. (NVTS), a small power-chip maker, it was the most important day in the company’s history. Shares spiked more than 180% in a single session.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Two completely different outcomes for the same press release. We call t

GLOBALFOUNDRIES (GFS) has drawn fresh attention after Navitas Semiconductor confirmed the first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on the GLOBALFOUNDRIES 200 mm GaN-on-silicon platform. Despite the Navitas and other recent technology announcements, GLOBALFOUNDRIES’ share price has been under pressure in recent months, with a 30 day share price return of down 12.08% and a 90 day share price return of down 48.09%. At the same time,...

GlobalFoundries (NasdaqGS:GFS) and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips under a new manufacturing partnership. The GaNFast devices are aimed at AI data centers, industrial power systems, and national security uses, with production now based at U.S. fabs. The move adds a new domestic source of next generation power semiconductors for high performance computing and defense related applications. This kind of progress at GlobalFoundries is one...

Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas’ Claros acquisition could reshape its growth prospects, giving investors another factor to weigh as they assess the stock.

Navitas Semiconductor (NVTS) has agreed to acquire Claros, Inc. in a transaction valued at up to about US$233 million, aiming to expand its AI data center power delivery capabilities and complete its grid to processor portfolio. Navitas Semiconductor’s latest Claros announcement comes after a volatile stretch for the stock, with a 1-day share price return of 1.72%, a 30-day share price return of 13.92%, a 90-day share price decline of 56.93%, and a year-to-date share price gain of 48.45%,...

Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas Semiconductor has more than doubled over the past year, yet the stock still screens as undervalued on market multiples while scoring as relatively expensive on broader value checks. That split leaves investors weighing a strong share price run against a low overall value score. Navitas Semiconductor is up about 104.3% over the past year, which puts added focus on whether recent optimism is already well reflected in the share price. The planned acquisition of Claros, which targets...

Companies in The News Are: DKS,KURA,NVTS,WMT

Navitas Semiconductor (NasdaqGM: NVTS) has entered a definitive agreement to acquire Claros, Inc., a company focused on power management for next-generation AI data centers. The deal is aimed at expanding Navitas Semiconductor's portfolio in high power solutions that span from the grid to AI processors. Navitas Semiconductor expects the Claros acquisition to support its broader AI infrastructure strategy and increase its addressable market. For readers watching how AI infrastructure could...

An intriguing acquisition could double the market opportunity for the power chip leader.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.51%. E-mini S&P futures (ESU26 ) are up +0.15%, and September E-mini...

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

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.

Navitas will acquire Claros, Inc., expanding its AI data center power capabilities.

Navitas stock is now down 59% from the peak it hit earlier this year.

Both companies burned cash heavily in 2025, but their paths to profitability, and risks, diverge sharply.

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.

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?

Navitas Semiconductor and Magnachip have entered into a new partnership focused on silicon carbide, or SiC, power technologies for high voltage applications. The agreement involves Magnachip licensing Navitas Semiconductor's SiC technology to support Magnachip's entry into high voltage and ultra high voltage power markets. The collaboration targets energy infrastructure and automotive use cases, with scope for broader joint initiatives over time. Navitas Semiconductor, traded as...

Moby summary of Magnachip Semiconductor Corporation's Q2 2026 earnings call

The company's second-quarter performance raised investor concerns.

Non-GAAP loss held at $9.3 million while a $203.1 million remeasurement drove the GAAP numbers

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

Navitas Semiconductor (NASDAQ: NVTS) shares fell about 10% in premarket trading on Tuesday after investors focused on the company's large GAAP net loss, despite second-quarter revenue topping Wall Street expectations. The power semiconductor company reported an adjusted loss of $0.04 per...

Navitas Semiconductor Corp (NVTS) reports a 22% revenue increase and strategic growth in high-power markets, while navigating legal disputes and rising operational costs.

Navitas topped second-quarter revenue estimates and outlined a stronger third-quarter outlook, but a wider net loss weighed on the stock in extended trading.