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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.

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal

Markets Steady as Earnings and AI Strength Counter U.S.–China Trade Strain, Gold Sets New Highs

AI Spending Wave Delivers Record TSMC Profit and Stronger ASML Orders

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Intel's 18A Process Draws Interest from Nvidia and Broadcom Amid Testing

Marvell Technology Surges to Record High on Strong AI Chip Demand

Wall Street Climbs as Netflix and Tech Stocks Lead Gains

S&P 500 Hits Record High Amid Strong GDP Data and Chip Stock Surge