Core Viewpoint - Wolfspeed's stock price surged over 27% to $2.978 following the announcement of large-scale commercialization of its 200mm silicon carbide products, which received positive market feedback and significant benefits after initial customer trials [1] Company Summary - Wolfspeed's stock performance increased significantly, indicating strong market interest and investor confidence in the company's new product line [1] - The company has successfully transitioned its 200mm silicon carbide materials into large-scale commercial production, marking a significant milestone in its operational capabilities [1] - Initial customer feedback on the 200mm silicon carbide products has been positive, suggesting strong demand and potential for future growth [1]

Group 1 - Wolfspeed's stock price surged over 27%, reaching $2.978 [1] - The company announced the large-scale commercialization of its 200mm silicon carbide products [1] - Initial customer feedback on the 200mm silicon carbide products has been positive, leading to significant benefits [1]

Core Viewpoint - Analysts project a 12.25% upside for the Vanguard Small-Cap Growth ETF (VBK) based on its underlying holdings, with an implied target price of $335.05 per unit compared to its recent trading price of $298.49 [1][2]. Summary by Category ETF Overview - The Vanguard Small-Cap Growth ETF (VBK) has a recent trading price of $298.49 and an implied analyst target price of $335.05, indicating a potential upside of 12.25% [1][3]. Underlying Holdings Analysis - Notable underlying holdings with significant upside potential include: - Wolfspeed Inc (WOLF): Recent price of $2.33, average analyst target of $4.62, representing a 98.50% upside [2][3]. - Chime Financial Inc (CHYM): Recent price of $23.66, average analyst target of $37.23, indicating a 57.35% upside [2][3]. - Onestream Inc (OS): Recent price of $18.97, average analyst target of $29.35, showing a 54.72% upside [2][3]. Analyst Target Justification - Questions arise regarding whether analysts' targets are justified or overly optimistic, considering recent company and industry developments. A high target relative to current trading prices may indicate optimism but could also lead to potential downgrades if targets are outdated [3].

Key Points A bankruptcy court approved Wolfspeed's plan, clearing a path to exit Chapter 11 within weeks and slashing its debt. Despite balance-sheet relief, execution challenges, and a pressured EV end market, the turnaround remains high-risk. 10 stocks we like better than Wolfspeed › Shares of Wolfspeed (NYSE: WOLF) skyrocketed this week, finishing up 86.4%. The rise comes as the S&P 500 and Nasdaq-100 gained 1.6% and 1.9%, respectively. The embattled chipmaker's stock jumped this week after the ...

Core Insights - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for momentum stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] Group 1: Momentum Investing Strategy - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [2] - The 'Fast-Paced Momentum at a Bargain' screen helps in spotting fast-moving stocks that remain attractively priced [2] Group 2: Wolfspeed (WOLF) Analysis - Wolfspeed (WOLF) has shown significant recent price momentum, with a four-week price change of 44.6%, indicating growing investor interest [3] - Over the past 12 weeks, WOLF's stock has gained 115.3%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - WOLF has a beta of 1.29, suggesting it moves 29% higher than the market in either direction, indicating fast-paced momentum [4] - The stock has a Momentum Score of A, suggesting it is an opportune time to invest [5] - WOLF has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [6] - The stock is currently trading at a Price-to-Sales ratio of 0.39, indicating it is undervalued, as investors pay only 39 cents for each dollar of sales [6] Group 3: Additional Investment Opportunities - Besides WOLF, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [7] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [8]

人民财讯9月11日电，美股三大指数小幅高开，纳指涨0.42%，标普500指数涨0.34%，道指涨0.19%。量 子计算概念股昆腾跌超13%，其一季度营收不及预期。Wolfspeed涨超13%，公司宣布200mm碳化硅材料 产品组合开启大规模商用。阿里巴巴涨约3%，公司发行31.7亿美元2032年到期可转换票据。 【资料图】 ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Insights - Wolfspeed has officially commercialized its 200mm SiC material products, marking a significant milestone in the industry's transition from silicon to silicon carbide [2] - The 200mm SiC wafers and epitaxial layers are designed to enhance scalability and quality, supporting the development of next-generation high-performance power devices [2][3] - DB HiTek has completed the development of its next-generation power semiconductor process, the 650V E-Mode GaN HEMT, aimed at improving power efficiency in AI data centers and robotics [3][4] Wolfspeed Developments - The 200mm SiC wafers feature improved specifications, including a thickness of 350µm, and industry-leading doping and thickness uniformity, which enhance MOSFET yield and accelerate time-to-market [2] - The commercial launch of these products is driven by positive market feedback and the significant advantages they offer [2] - The company emphasizes that this advancement is not just about wafer size but represents a material innovation that enables customers to confidently accelerate their device roadmaps [3] DB HiTek Innovations - DB HiTek's new 650V GaN process is expected to significantly reduce power loss compared to silicon, making it a viable alternative for high-efficiency applications [4] - The company anticipates that the GaN process will synergize with its existing BCDMOS technology, which integrates analog, digital, and high-power circuits [4] - Market research predicts that the GaN market will grow at an annual rate of approximately 40%, increasing from $530 million in 2025 to $2.013 billion by 2029 [4] Capacity Expansion - To meet the growing demand for GaN technology, DB HiTek plans to expand its cleanroom capacity, increasing monthly wafer production from 154,000 to approximately 190,000 wafers, representing a 23% increase [4]

Wolfspeed’s (WOLF) imminent emergence from Chapter 11 bankruptcy protection following the court’s approval of its reorganization plan marks a pivotal moment for the silicon carbide specialist. In a press release today, the company’s chief executive, Robert Feurle, said exiting bankruptcy will enable the company to “move swiftly on its strategic priorities.” More News from Barchart Wolfspeed stock responded positively to the announcement, with WOLF soaring as much as 60%. The semiconductor stock is now t ...

Wolfspeed Inc (NYSE: WOLF) has received court approval for its Chapter 11 reorganization plan and is set to exit bankruptcy protection in the coming weeks. The announcement sent the company's share pr... ...