Wolfspeed Ditches EV Woes for High-Margin Defense Jets

Wolfspeed has pivoted away from struggling EV markets toward high-margin defense and aerospace applications through a strategic partnership with GE Aerospace. The company emerged from 2025 Chapter 11 restructuring with a strengthened balance sheet ($1.2B liquidity, $4.6B debt eliminated) and unveiled Gen 5 SiC MOSFET technology positioned for AI data centers and military applications, with production cycles beginning in 2027.

06/11/2026, 9:34 AM • Investing

GE Aerospace Advances Silicon Carbide Push With Wolfspeed Deal

GE Aerospace announced a Memorandum of Understanding with Wolfspeed to develop high-voltage silicon carbide-based power modules for aerospace and defense applications. Despite the positive collaboration news, GE Aerospace shares declined 1.72% on Monday, underperforming the broader market. The stock faces technical headwinds from a recent death cross and premium valuation, though analysts maintain a Buy rating with a $271.96 price target.

06/08/2026, 2:03 PM • Benzinga

US Stocks Show AI Breadth Is Replacing Defensive Leadership

US equities rallied post-Memorial Day with strong AI and small-cap leadership, as de-escalation hopes in the US-Iran conflict drove oil prices lower. Micron Technology surged 18% to cross $1 trillion market cap on a UBS price target hike, while quantum computing and space stocks rallied on government funding and SpaceX IPO anticipation. The Nasdaq rose 1.11% and Russell 2000 jumped 1.74%, though the Dow declined 0.19% as defensive sectors unwound.

05/26/2026, 12:48 PM • Investing

S&P 500 Rally Defies Weak Sentiment and Hawkish Fed Signals

The S&P 500 rallied to new highs despite record-low consumer sentiment, hawkish Fed signals, and geopolitical tensions. The market is experiencing a broad rotation from mega-cap AI stocks to semiconductor suppliers, quantum computing names, and space-launch companies. Quantum computing stocks surged following a $2 billion Commerce Department investment, while chip suppliers and AI infrastructure plays outperformed. Yields retreated from recent highs, providing relief to equity multiples and enabling the rally to extend.

05/22/2026, 12:04 PM • Investing

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

Nvidia reports Q1 2027 earnings with Wall Street expecting $78.8B revenue and $1.77 EPS, representing 78% revenue growth. However, historical data reveals a concerning pattern: despite beating estimates in 17 consecutive quarters, the stock has shown weak immediate reactions, with negative median returns in the week following earnings. Recent reports show average 1-day reactions of -1.5% and 1-week reactions of -3.7%, suggesting the market no longer rewards beats alone and instead demands accelerating AI demand narratives.

05/20/2026, 1:41 PM • Benzinga

Forget About Micron: The Hottest US Semiconductor Stock Is Already Up 100% This Month

Wolfspeed (WOLF) has surged 100% in May 2026, outperforming all U.S. semiconductor stocks including Micron. Despite filing for Chapter 11 bankruptcy in June 2025, the company has emerged debt-free with strategically valuable silicon carbide manufacturing assets. Analysts at Citrini Research highlight Wolfspeed's irreplaceable SiC fabs and 300mm silicon carbide capabilities as critical for next-generation AI data center power infrastructure, positioning the company as a major beneficiary of the AI buildout shift toward power semiconductors.

05/20/2026, 10:03 AM • Benzinga

Navitas Breaks Out on India Deal, Validating High-Power AI Pivot

Navitas Semiconductor (NVTS) surged 24% on May 11 following a strategic partnership with Cyient to establish gallium nitride (GaN) manufacturing in India. The move validates the company's pivot from low-margin mobile chargers to high-growth AI data centers and EV infrastructure. With strong sequential revenue growth (18% Q4-to-Q1), a robust balance sheet ($221M cash, no debt), and dual GaN/SiC technology capabilities, Navitas is positioned as a key supplier for NVIDIA's next-generation AI platforms. The partnership also provides supply chain diversification and access to India's government-backed semiconductor initiatives.

05/13/2026, 8:04 AM • Investing

This Wall Street Analyst Has a Simple Method for Finding the Next Chip Stock Winners. Will It Pay Off?

Citrini Research suggests finding winning semiconductor stocks by identifying laggards that haven't surged yet and still trade at lower valuations. The theory focuses on Edge AI as the next breakthrough, with companies like Qualcomm, Skyworks, and Wolfspeed positioned to benefit as AI expands into consumer devices and applications beyond data centers.

05/06/2026, 10:30 PM • The Motley Fool

Stock Market Today, May 1: S&P 500 and Nasdaq Power to New Highs

The S&P 500 and Nasdaq reached new records on May 1, 2026, driven by strong tech earnings, particularly Apple's upbeat guidance. While the Dow slipped, over 80% of S&P 500 earnings beat estimates. However, oil prices spiked above $106/barrel with energy firms warning of potential supply disruptions, creating mixed signals for investors between resilient earnings and macro risks.

05/01/2026, 5:14 PM • The Motley Fool

SiC-on-insulator (SiCOI) Film Market Size to Hit USD 62496.19 Million by 2035 | SNS Insider

The SiC-on-insulator (SiCOI) film market is experiencing explosive growth, valued at USD 82.55 million in 2025 and projected to reach USD 62.5 billion by 2035, driven by increasing demand for high-efficiency power electronics in electric vehicles, renewable energy, aerospace, and defense sectors. Key growth drivers include the shift toward larger wafer sizes (200mm and 300mm), adoption of Smart Cut technology, and strong regional expansion particularly in Asia-Pacific.

02/25/2026, 7:00 AM • GlobeNewswire

This Billionaire Started a Position in Wolfspeed. Should Investors Follow Suit?

Billionaire Stanley Druckenmiller added a small starter position in Wolfspeed (187,000 shares worth under $4 million) in Q4. However, the article advises caution, noting that Wolfspeed—a silicon carbide chip maker for EVs—continues to struggle with manufacturing yield issues, negative gross margins (-46%), declining revenue, and a weakening EV market. The company recently emerged from bankruptcy but remains operationally challenged, making it a highly speculative bet suitable only for risk-tolerant investors.

02/23/2026, 6:15 AM • The Motley Fool

"Gallium Nitride Semiconductor Devices Market Soars: Projected to Hit $24.53 Billion by 2030"

The gallium nitride (GaN) semiconductor market is experiencing rapid growth, estimated at $12.05 billion in 2025 and projected to reach $24.53 billion by 2030 with a CAGR of 15.2%. Growth is driven by 5G deployment, electric vehicles, renewable energy adoption, and a shift from silicon to wide bandgap materials. Key trends include increased GaN adoption in fast-charging systems, RF components, and automotive applications. North America leads in market share while Asia-Pacific shows fastest growth.

01/30/2026, 4:58 AM • GlobeNewswire

Gallium Nitride Transistor Market to Reach USD 387.63 Million by 2032, Driven by Innovations in Device Physics and Packaging

The global Gallium Nitride (GaN) transistor market is projected to grow from USD 237.74 million in 2026 to USD 387.63 million by 2032, with an 8.75% CAGR. Growth is driven by innovations in device physics, packaging improvements, and increased adoption across power conversion, RF amplification, and high-efficiency switching applications. The market is transitioning from niche to mainstream, with regional variations influenced by policy, manufacturing capabilities, and end-use requirements.

01/26/2026, 11:43 AM • GlobeNewswire

Is Wolfspeed Stock More Like a Trap Than an Investment?

Wolfspeed has emerged from Chapter 11 bankruptcy with reduced debt but faces significant challenges. The company's SiC and GaN chip business has underperformed due to EV market slowdown and increased Chinese competition. While potential AI data center demand could be a catalyst, current fundamentals show deteriorating margins (negative 26% vs. positive 3% year-over-year) and minimal revenue growth, making the stock appear more speculative than a solid investment opportunity.

01/06/2026, 2:20 PM • The Motley Fool

My 3 Favorite Stocks to Buy Right Now

A Motley Fool analyst recommends three underperforming stocks poised for recovery: Chewy, a pet e-commerce company with steady recurring revenue; Wolfspeed, a silicon carbide specialist that recently restructured its debt and is positioned to capitalize on the growing EV and data center markets; and Dutch Bros, a coffee chain with expansion plans to reach 7,000 stores long-term.

12/30/2025, 6:25 AM • The Motley Fool