WOLF surged 6% and ON jumped 3% after Mizuho flagged a faster NVIDIA Vera Rubin ramp anchored by xAI and Meta starting Q4 2026.
El-Khoury says power content per rack rises from $15,000 to $115,000 under 800V DC, with AI data center revenue doubling in 2026.
ON Semiconductor's September 16 ****** yst Day and NVIDIA's next quarterly update are the two checkpoints that could confirm or crack Monday's rally.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and STMicroelectronics didn't make the cut. Grab the names FREE today.
Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for.
#vera
El-Khoury says power content per rack rises from $15,000 to $115,000 under 800V DC, with AI data center revenue doubling in 2026.
ON Semiconductor's September 16 ****** yst Day and NVIDIA's next quarterly update are the two checkpoints that could confirm or crack Monday's rally.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and STMicroelectronics didn't make the cut. Grab the names FREE today.
Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for.
#vera
3 months ago
