Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

09/01/2026, 2:15 PM • The Motley Fool

Why Navitas Semiconductor Stock Is Up Today

Navitas Semiconductor announced its acquisition of Claros, a provider of energy management solutions for AI data centers, for up to $232.8 million. The deal is expected to more than double Navitas' addressable market to over $8 billion. Claros' technology enables compact power delivery systems that reduce response times, heat production, and operating costs for AI data centers by placing power solutions closer to chips.

08/25/2026, 8:16 PM • The Motley Fool

Why Navitas Semiconductor Stock Sank This Week

Navitas Semiconductor stock fell 10.3% this week as investors reacted negatively to Fabrinet's quarterly earnings report, despite no direct negative news for Navitas. The market's increased sensitivity to high capital expenditures in the AI hardware space and concerns about long-term returns on investments caused a broader selloff affecting specialized AI hardware players.

08/22/2026, 7:30 AM • The Motley Fool

Jeff Bezos Backed a $2.6 Billion AI Startup That's Partnering With Nvidia and Meta on New Chip Materials

CuspAI, a $2.6 billion AI startup backed by Jeff Bezos' Bezos Expeditions, has raised $450 million to develop AI-designed materials for next-generation computer chips. The company partners with Nvidia, AMD, and Meta to address critical supply chain bottlenecks in AI computing, particularly shortages of gallium, iridium, and tantalum. CuspAI's AI platform can identify alternative materials and synthesize new ones at a fraction of traditional development costs, with the generative AI material science industry expected to grow over 24% annually through 2030.

08/02/2026, 7:13 PM • The Motley Fool

Why Navitas Semiconductor Stock Plummeted by 12% Today

Navitas Semiconductor's stock fell 12% after the company reported Q2 results showing a significant year-over-year revenue decline from $14.5M to $10.5M and a major miss on adjusted net loss expectations ($0.95 per share vs. consensus estimate of -$0.04 per share). The company is pivoting toward high-power AI data center markets and provided optimistic Q3 guidance of $13-14M in revenue.

07/28/2026, 5:21 PM • The Motley Fool

Navitas Semiconductor vs. ServiceNow: What Recent Quarterly Revenue Trends Tell Investors About These Tech Companies

ServiceNow demonstrates consistent quarter-over-quarter revenue growth reaching $4 billion in Q2 2026, while Navitas Semiconductor experienced sharp revenue declines from $21.7 million to $7.3 million due to its exit from China's mobile and consumer businesses. However, Navitas showed signs of recovery with Q1 2026 revenue increasing to $8.6 million, suggesting a potential inflection point in its AI pivot strategy.

07/24/2026, 4:04 PM • The Motley Fool

Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors

AMD has demonstrated strong and steady revenue growth of 77% over eight quarters, reaching $10.3 billion in Q1 2026, while Navitas Semiconductor has experienced a 58% revenue decline to $8.6 million in the same period. Although Navitas intentionally exited its China mobile and consumer businesses to focus on AI, the company faces headwinds from a Wolfspeed patent lawsuit and shareholder dilution concerns from a $500 million equity offering.

07/19/2026, 6:18 PM • The Motley Fool

Stock Market Today, July 8: Stocks Slide and Dow Drops 1.5% as Middle East Tensions Spike

On July 8, 2026, renewed U.S.-Iran tensions triggered a market selloff with the Dow dropping 1.51%, S&P 500 falling 0.91%, and Nasdaq declining 0.92%. Oil prices surged 7.85% amid geopolitical concerns, benefiting energy stocks while tech stocks faltered. Gold fell 1.87% as Treasury yields rose.

07/08/2026, 12:22 PM • The Motley Fool

Is a Small-Cap ETF the Best Investment of 2026? Here's What the Data Suggests.

Small-cap stocks have significantly outperformed large-cap indices in 2026, with the Russell 2000 up 35% over the past 12 months. The surge is driven by a rotation from overvalued large-caps, AI supply chain expansion, and strong earnings growth expectations of 38-48% for small caps. While concerns exist around potential rate hikes and inherent volatility, small-cap ETFs are recommended as the best way to access this growth.

07/06/2026, 1:02 PM • The Motley Fool

Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026?

Broadcom and Navitas Semiconductor represent two contrasting approaches to AI chip investing. Broadcom dominates with $63.9B in revenue, strong profitability, and 66% projected growth in 2026, while Navitas pursues a risky pivot toward GaN power chips for data centers and EVs, currently unprofitable with declining revenue. The article recommends Broadcom as the safer choice with better valuation metrics and proven execution.

07/02/2026, 12:11 PM • The Motley Fool

This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026

Navitas Semiconductor has outperformed Nvidia and Broadcom in 2026 gains, rising significantly after introducing an advanced DC-DC power delivery solution in March that improves power efficiency for AI data centers. Despite analyst upgrades from Morgan Stanley and Baird, the stock trades at a steep 92x price-to-sales premium, suggesting high expectations are already priced in.

06/29/2026, 9:30 PM • The Motley Fool

Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?

Intel and Navitas Semiconductor represent different semiconductor strategies: Intel is pivoting to a foundry model for chip manufacturing while Navitas specializes in next-generation power materials like gallium nitride for AI and EVs. Intel shows stronger near-term momentum with revenue growth acceleration, while Navitas faces recovery risks after exiting its Chinese consumer business to focus on AI markets.

06/27/2026, 8:12 AM • The Motley Fool

Why Navitas Semiconductor Stock Soared Today

Navitas Semiconductor stock rose 5.3% on Friday, outperforming the broader market gains of 0.5-0.6%. The rally was driven by SpaceX's successful IPO debut (up 19.2%), which boosted investor sentiment toward growth-dependent tech stocks. SpaceX's heavy focus on AI infrastructure expansion could create future demand catalysts for Navitas semiconductors. Navitas is now up 227.5% year-to-date.

06/12/2026, 5:38 PM • The Motley Fool

From Crypto to AI: Insiders Are Trading These 3 Stocks

Insider trading activity reveals mixed signals across three major stocks. Robinhood Markets shows bullish insider buying after a 25% decline in 2026, with $35M in Q2 purchases marking the first significant buys since Q2 2025. Snowflake experienced insider selling spikes following its impressive earnings beat and 36% single-day surge, though most sales were under predetermined plans. Navitas Semiconductor, up over 200% in 2026 due to its NVIDIA partnership, saw $116M in insider sales—its highest quarterly sales in three years—signaling caution despite strong performance.

06/09/2026, 12:55 PM • Investing

Why Navitas Semiconductor Stock Plummeted This Week

Navitas Semiconductor stock fell 7.6% this week despite early gains from Nvidia featuring its power delivery technology at Computex 2026. The stock reversed sharply after the May jobs report showed stronger-than-expected employment growth (172,000 vs. 80,000 expected), raising concerns that the Federal Reserve may raise interest rates to combat inflation, which typically pressures growth stocks.

06/07/2026, 6:35 AM • The Motley Fool