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Technology

Coverage of public technology companies, semiconductors, software, cloud infrastructure, and digital platforms. Articles examine reported results, investment cycles, and competitive economics.

Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet

September 12, 2026May 23, 2026 by Bruno M.
Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet

Navitas Semiconductor jumped 20% to $29.25 on May 22, extending a 287% YTD run as the 800V AI data center power thesis takes hold.

Categories Artificial Intelligence, Technology Tags AI data center, gan semiconductors, navitas semiconductor, nvts stock, power semiconductors, stock market

S&P 500 Hits 8-Week Win Streak, Longest Since 2023

September 12, 2026May 23, 2026 by Bruno M.
S&P 500 Hits 8-Week Win Streak, Longest Since 2023

Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.

Categories Artificial Intelligence, Market Trend, Technology Tags market rally, Nvidia, quantum stocks, russell 2000, stock market
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