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25,053 signal articles · 238 in last 24h · 119,514 total before filter · latest 1h ago
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Navitas Semiconductor (NVTS) Faces Wolfspeed Patent Lawsuit And Fires Back
Simply Wall St.42d agobearish
Navitas Semiconductor (NVTS) Faces Wolfspeed Patent Lawsuit And Fires Back

Wolfspeed has filed a patent infringement lawsuit against Navitas Semiconductor (NasdaqGM:NVTS), alleging misuse of multiple GaN and SiC power technologies. The case centers on technologies used in chips that support AI data centers, electric vehicles, and renewable energy applications. Navitas has publicly rejected the claims and highlighted its own patent portfolio and intent to contest the lawsuit. Navitas Semiconductor focuses on gallium nitride and silicon carbide power chips that aim...

Moody's (MCO) Could Be 6% Overvalued After Russell Value Index Addition
Simply Wall St.42d agobearish
Moody's (MCO) Could Be 6% Overvalued After Russell Value Index Addition

Moody's (MCO) has just been added to several Russell value oriented indices, including the Russell 1000 Value Defensive Index. This inclusion puts the stock on the radar of investors tracking quantitative and benchmark driven portfolios. See our latest analysis for Moody's. Moody's share price has moved higher in recent weeks, with a 7 day share price return of 10.50% and a 30 day return of 10.89%. The 3 year total shareholder return of 51.19% points to stronger gains over a longer...

Oppenheimer Downgrades Bank of America (BAC) to Perform
Insider Monkey42d agobearish
Oppenheimer Downgrades Bank of America (BAC) to Perform

Bank of America Corporation (NYSE:BAC) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On June 30, Oppenheimer downgraded its rating on Bank of America Corporation (NYSE:BAC) from Outperform to Perform. The research firm downgraded its rating on many US bank stocks, noting that rich valuations have left little room for […]

Lumentum Holdings (LITE) Could Be 86% Undervalued Despite Russell Index Removals
Simply Wall St.42d agobearish
Lumentum Holdings (LITE) Could Be 86% Undervalued Despite Russell Index Removals

Lumentum Holdings (LITE) has just been removed from several Russell equity benchmarks, including the Russell 2500, Russell 2500 Growth and Value, Russell Midcap Value and multiple Russell 3000 Value indices. See our latest analysis for Lumentum Holdings. The index removals coincide with short term pressure on Lumentum Holdings, with the share price down 4.42% over the last day and 19.08% over the past month. However, the year to date share price return of 81.01% sits alongside a very large 1...

The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.42d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25