24/7 Wall Street
12 Jul 2026, 12:30 UTC · 2h ago
5 Power Chip Stocks Built for the Electrification Surge
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Jul 2026, 12:30 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Monolithic Power Systems (MPWR) reports Enterprise Data revenue grew 97.7% YoY to $262.8 million and guides for over 50% growth in 2026. — High-growth guidance in a core AI server rack segment indicates strong, sustained demand for high-margin AI infrastructure components.
+0.80ON Semiconductor (ON) reported AI data center revenue more than doubled year-over-year in Q1 FY26. — Rapid revenue scaling in the AI vertical for a dominant SiC supplier signals a significant market shift toward AI power needs.
+0.70Wolfspeed (WOLF) has exited bankruptcy, refinanced $476 million of debt, and shifted focus toward AI data center infrastructure and grid modernization. — A successful bankruptcy exit and structural pivot to high-value verticals remove existential risk and create a high-beta growth opportunity.
+0.60Continue reading
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Top 3 movers · tap to explore
Navitas Semiconductor (NVTS) is now a formal NVIDIA power partner for 800V DC architecture, targeting a $3.5B market by 2030. — Partnership with the industry leader (NVIDIA) provides a critical validation and a clear path to scaling for a small-cap player.
+0.50Power Integrations (POWI) saw industrial revenue grow 23% YoY, now representing 41% of its total revenue mix. — A successful shift toward renewables and battery storage reduces dependence on consumer markets and aligns the company with grid electrification.
+0.40Which stocks this story touches
Strong AI data center revenue growth, beat consensus estimates, and has a large share repurchase authorization.
Near-doubling of Enterprise Data revenue and strong growth guidance for 2026.
Successful pivot into industrial GaN markets with strong growth in renewables and battery storage.
Exited bankruptcy with strong growth in AI data center segments and significant debt reduction.
Positioned as a high-growth small-cap play with NVIDIA partnership for 800V architecture.
Mentioned as a power partner and industry benchmark, though focus is on its partners.
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