Navitas Semiconductor Corp specializes in creating advanced power integrated circuits using gallium nitride and silicon carbide. Their technology is pivotal for power conversion and charging across a wide range of sectors including mobile, consumer electronics, data centers, solar energy, electric vehicles, and more. With a global presence, including operations in the United States, Europe, China, and other parts of Asia, Navitas continues to innovate in the semiconductor industry since its inception in 2013, headquartered in Torrance, California.
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…
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…
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…
Joel South Navitas Semiconductor just reported Q2 results with shares already moving in after-hours trading, but the headline numbers tell only half the story. Follow live updates as analyst commentary, guidance details, and critical…
Thomas Richmond 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…
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…
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…
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful…
Live Updates Navitas Guidance Beats Wall Street Expectations By More than 10% 4:46pm ETThe Navitas IR page got hammered tonight with plenty of Cloudflare error pages. However, you can now get the…
Eric Bleeker AI data centers now consume electricity on a scale once reserved for small cities, yet most investors fixate solely on the GPUs inside the racks. The real crunch lies one layer deeper:…
Rich Duprey Summary: During a recent episode of The AI Investor Podcast (full episode below), 24/7 Wall St. Analyst Eric Bleeker discussed several semiconductor companies that could benefit from the next wave of AI-driven data…
Live Updates LIVE UPDATES IN PROGRESS — Stay on This Page3:30pm ETWe are updating this story in real time as new information breaks. Stay on this page for the latest developments, key…
Joel South Live Updates Could This Be a Buying Opportunity? 4:56pm ETNavitas (NVTS) dropped 13% after earnings, but the long-term story tied to Nvidia’s next-gen AI data centers remains intact. While Q3 guidance was…
Joel South Live Updates Trading Day Over 4:14pm ETEric BleekerAt the end of the day, OpenDoor closed up 42.67%. That’s a mammoth gain for any trading day, yet I’d imagine plenty of investors were disappointed with…
Powering Up the Future of Data Centers Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) next-generation 800V high-voltage direct current (HVDC) architecture is set to transform data center power delivery, addressing the escalating demands…
