Navitas Semiconductor Corporation (NVTS)
This $17 AI infrastructure stock is beating Nvidia in 2026: should you buy?
Nvidia, AMD, Micron still dominate the AI stock conversation, but one much smaller semiconductor name has quietly stolen the performance spotlight in 2026. Navitas Semiconductor (NASDAQ: NVTS), which trades under the ticker NVTS, recently changed hands near $17 and carried a market value of about $4.3 billion.
Are Navitas Investors Missing the Grid Behind the AI Hype?
NVTS' AI story may be only half the picture as grid upgrades open a $1-$1.8B SiC opportunity tied to rising data center power demand.
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
NVTS rolls out an isolated SiC MOSFET package to run cooler and switch faster in AI data centers and grid systems, aiming to sharpen its SiC edge.
Why Navitas Semiconductor Stock Plummeted This Week
Navitas stock surged earlier in the week thanks to news that the company's tech was being showcased by Nvidia. The company's share price plummeted in response to rising fears that the Federal Reserve will raise interest rates this year.
NVTS Stock Soars on NVIDIA Collaboration: Is More Upside Ahead?
Navitas Semiconductor NVTS has become one of the hottest stocks in the semiconductor space. Shares of the power-chip specialist surged more than 19% yesterday after the company showcased its collaboration with NVIDIA NVDA, adding fuel to a rally that has already pushed the stock up by more than 330% year to date.
Navitas Semiconductor shares gain on inclusion in Nvidia partner event
Navitas Semiconductor (NASDAQ:NVTS) shares surged roughly 26% on Wednesday after the company highlighted its participation in Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s partner ecosystem at a major industry event in Taipei, drawing investor attention to its role in next-generation AI data center power architectures. The company participated in Nvidia's Partner Ceremony held on May 29, 2026, at the Taipei Nangang Exhibition Center.
Navitas Trades at a Huge Premium: Buy, Hold or Sell the Stock?
Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.
NVTS Stock: What the Neutral Stance Means at Today's Valuation
Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.
AI Power Boards and SiC Grid to Aid Navitas Semiconductor's Prospects
NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.
How Navitas Semiconductor's GaN and SiC Power AI Grid Buildout
NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks
NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.
Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.
