$MPWR

Monolithic Power Systems (MPWR) is investigating potential legal claims tied to alleged false statements about the quality and performance of its power management ICs and its relationship with Nvidia. A May 6, 2026 ruling let securities fraud claims against MPWR’s CEO and former CFO proceed, alleging misleading investors in 2024. MPWR shares fell about 30% after late Oct-early Nov 2024 disclosures; insiders sold over $160M.

DEAN ROBERT W II (Interim CFO) sold 105 shares of MONOLITHIC POWER SYSTEMS, INC. (MPWR) at $1344.27 ($0.14M total) on 2026-08-05.

China’s Institute of Plasma Physics completed and tested a 582-ton superconducting magnet for the BEST tokamak in Hefei, with 16 coils planned to carry 100,000 amperes each. BEST is targeted for completion by end-2027 and power generation around 2030. The article also cites Commonwealth Fusion Systems’ $1B July 30 funding and Monolithic Power Systems’ Q2 revenue of $980.6M.

U.S. S&P 500 and Nasdaq 100 E-mini futures rose as WTI crude fell more than 6% after President Trump called off a strike on Iran and said talks would start Monday. Treasuries rose, with the 10-year yield down to 4.69%. The article cites recent stock moves in AMZN, DXCM, MPWR, and AAPL, and outlines upcoming earnings, Fed speakers, and U.S. jobs data.

Monolithic Power Systems shares fell 6.5% to $1,333.05 on Monday on 328,249 shares, despite five Wall Street firms raising price targets. Wells Fargo kept Overweight and raised its target to $1,800 from $1,700. Truist, Keybanc, and Needham also increased targets, while Rosenblatt kept Neutral at $1,575.

CNBC’s “Final Trades” highlighted Target (TGT), Monolithic Power Systems (MPWR), SLB (SLB) and Transocean (RIG). Wells Fargo kept TGT at Overweight and raised its price target to $165. MPWR reported Q2 EPS of $6.50 vs $5.87 expected and sales of $980.642M vs $902.496M, plus strong Q3 guidance. SLB and RIG were also featured ahead of earnings; RIG is expected to earn 1 cent/share on $962.88M revenue.

Analysts issued mixed views on Astera Labs (ALAB), Monolithic Power (MPWR), and Apple (AAPL). Stifel’s Tore Svanberg kept ALAB at Buy with a $460 target; Barclays set $325. Truist’s William Stein kept MPWR at Buy with $1,889; Wells Fargo set $1,700. Needham’s Laura Martin kept AAPL Hold; Jefferies kept Hold at $299.88.

Monolithic Power Systems (MPS) reported record Q2 2026 revenue of $981 million, citing a 45% sequential rise in enterprise data. The company is transitioning from chip-only to full-service silicon modules, raised the enterprise data growth floor to 85% to 130%, and authorized an additional $500 million for buybacks. It projects mid-teens YoY automotive growth in 2H and cautions on consumer/notebook.

Wall Street closed higher on Jul 31, led by Amazon after its quarterly report eased AI spending concerns. Amazon shares rose over 15%, while Apple fell 7.4% after warning supply constraints would hurt growth. Microsoft rose about 3% and the PHLX chip index edged up 0.1%. S&P 500 ended at 7,489.72, up 0.7%.

Wall Street rose Friday. Amazon jumped more than 15% after reporting its biggest quarterly revenue growth in over four years, easing AI data-center spending concerns. Microsoft also gained after stronger cloud growth. Apple fell 7.4% on supply-constraint guidance. S&P 500 rose 0.70% to 7,489.72, Nasdaq up 1%.