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Navitas’ AI Pivot Lifts Shares in 2025 as Analysts Flag Revenue Declines Through 2026

Analysts expect the GaN and SiC transition to begin contributing meaningfully in 2027 as hyperscalers seek more efficient power solutions.

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Rothschild Redburn Downgrades Amazon and Microsoft on Gen‑AI Profitability Concerns

AI Spending Props Up U.S. Growth as Bubble Warnings Mount

EU Unveils 'AI First' Push With €1 Billion Plan as Bubble Warnings Grow

OpenAI Upsizes Employee Share Sale to $10.3 Billion at $500 Billion Valuation