Navitas’ Q1 2026 beat, raised Q2 guide and GlobalFoundries GaN pact fuel NVTS’s rally—what’s driving the surge and what risks remain.
Intel’s 18A era hits data centers and PCs as Xeon 6+ debuts, Nvidia picks Xeon for DGX Rubin, and Intel Foundry chases crucial design wins in 2026.
Ahead of Qualcomm’s April 29 earnings, here’s what could move QCOM: AI PCs, automotive, Apple modem timing, new $20B buyback, and guidance.
AMD jumps after hours as AI megadeals with OpenAI and Meta reshape 2026. Here’s the latest price, catalysts, and what to watch before May 5 earnings.
NVDA stock: latest price, what’s moving the shares after GTC 2026, key earnings highlights, and what to watch ahead of the May 20 results.
MRVL surges on record FY26, stronger FY27 guidance, and AI‑focused deals. Here’s what’s driving the stock—and what to watch next.
