Is Wolfspeed Stock a Buy on the Latest Dip?

Wolfspeed stock has crashed from over $80 to $25.76 following disappointing earnings. The company continues to struggle with negative gross margins (-25%), declining revenue (-24% YoY), and significant cash burn despite emerging from bankruptcy. However, growing AI data center demand and the shift to 800-volt architectures in SiC chips present a potential turnaround opportunity, making it a highly speculative investment.

08/23/2026, 8:15 AM • The Motley Fool

Why Wolfspeed Stock Crashed Today

Wolfspeed stock plummeted 16.41% after reporting fiscal Q4 2026 earnings that significantly missed expectations. The company posted a loss of $2.26 per share (four times worse than expected) on revenue of $149.6 million, down 24% year-over-year with negative gross margins of -25%. While AI data center revenue doubled year-over-year, Q1 2027 guidance of ~$150 million suggests growth has stalled. Analysts project continued revenue declines ahead.

08/20/2026, 12:05 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

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

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