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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.

Analysts Back Amazon’s AWS AI Buildout as re:Invent Unveils Chips, Models and Agents

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SoundHound AI Expands Voice Deals Across Industries as Shares Fall 40% in 2025

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

Intel Rallies on Reports Apple Is Testing Its 18A Node for Future M Chips

Google Tests Seamless Hand-Off From AI Overviews to AI Mode on Mobile

Michael Burry Calls Tesla ‘Ridiculously Overvalued,’ Citing Dilution and Musk’s $1 Trillion Pay Plan

Palantir Stock Rebounds as Valuation Fight Intensifies After Sharp November Slide

SoftBank’s Son Says Nvidia Sale Was to Fund OpenAI, Not a Vote Against AI

Costco Posts Q4 Beat as Shares Trail the S&P 500 This Year

ARK Ramps Up CoreWeave Stake as $56 Billion Backlog Collides With Cash-Flow Strain

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

HSBC Sees $207 Billion Hole in OpenAI’s Finances Even With Soaring Use and Revenue

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

SoftBank Tumbles Again, Erasing $4.9 Billion From Masayoshi Son’s Fortune

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

Carillon Q3 Mid-Cap Growth Letter Highlights AI-Fueled Rally, Value’s Edge, and Three Pivotal Stock Updates