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#SMTC↓

SMTC/ 10/15/2026 · 3:46 PM

Semtech Plunges on Analyst Day as AI Growth Plans Fall Short of Market Hopes

Semtech stock fell sharply following its Analyst Day as the company’s long-term $3.2 billion revenue goal failed to satisfy the market’s elevated expectations.

Featured/ WOLF/ 05/26/2026 · 10:56 AM

Wolfspeed and Navitas Surge as Vicor Raises Guidance and Huawei Unveils Chip Design

Wolfspeed and Navitas shares rise after Vicor boosts guidance and Huawei unveils its LogicFolding chip design, triggering a rally in Chinese semiconductor stocks like SMIC.