$WOLF

Wolfspeed (WOLF) reported fiscal Q4 revenue of $149.6M, a GAAP net loss of $145.4M, and an adjusted EBITDA loss of $62.4M. AI data center revenue more than doubled YoY, but total revenue remained flat. The company faces negative gross margins and dilution risks, with shares down 9.4% post-earnings. Wolfspeed has $1.09B in cash and aims to expand beyond EVs into data centers.

WOLFSPEED, INC. (WOLF) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 20, 2026, Renesas Electronics Corporation, a Japanese corporation (“Renesas”), informed Wolfspeed, Inc., a Delawa

Wolfspeed reported $149.6M in Q4 2026 revenue, down 24% YoY but up 6% QoQ, driven by AI data center growth. Power Products revenue rose 6% QoQ, while Materials Products fell 13.6% QoQ. Gross margin improved to -19.9% from -34% two quarters ago. The company expects Q1 2027 revenue of $140-160M, with continued focus on AI data-center applications.

Three chip stocks (NVTS, AOSL, WOLF) under $50 are highlighted for AI data center exposure. NVTS, designed for NVDA's 800V racks, expects AI infrastructure to exceed 33% of revenue by year-end. AOSL trades at a forward P/E of 8, with AI server revenue projected to surge over 60%. WOLF reports mixed Q4 results but sees AI data center revenue growth. All have cash cushions and upcoming catalysts.

Walmart (WMT) reported earnings of $187.9B, beating estimates. Alibaba (BABA) reported $39.64B revenue, up 9% YoY, but missed earnings estimates. Amazon (AMZN) plans to expand Prime Air to 500 U.S. locations. PayPal (PYPL) is in talks for a potential buyout. NetEase (NTES) reported mixed Q2 results. Futu (FUTU) beat revenue estimates. Nokia (NOK) plans to cut most of its China workforce. Meta (META), Google (GOOG), and Snap (SNAP) won a legal reprieve. NVIDIA (NVDA) explores partnership with Reb

Wolfspeed (WOLF) stock fell after a weak earnings report, with negative gross margins and declining revenue. The company faces challenges in its silicon carbide chip business, including underutilized plants and reduced demand from Tesla. Despite these issues, it sees growth potential in AI data centers and 800-volt architectures.

Walmart (WMT) fell 9% as Q2 revenue beat estimates but same-store sales and EPS guidance missed. Deere (DE) rose 9% after Q3 earnings and revenue topped estimates, raising full-year guidance. Webull (WB) gained 4% with Q2 adjusted operating income and revenue beating expectations. Crypto-related stocks like Coinbase (COIN) and Mara Holdings (MARA) climbed 7-12% following Bitcoin and Ether's surge. Moderna (MRNA) plunged 25% after a 177% gain, as trial results for a skin cancer vaccine were met w

US futures slide as Treasury yields surge, driven by a rise in Brent oil prices. Key premarket movers include Advance Auto (AAP) down 15%, Alibaba (BABA) down 3%, and Walmart (WMT) down 6%. Cryptocurrency-linked stocks rise as Bitcoin rallies. Sector rotations and elevated yields impact equity markets.

Walmart (WMT) fell 6% after missing revenue and earnings expectations. Crypto stocks rose with Bitcoin and ether, including Coinbase (COIN) up 7% and others. Alibaba (BABA) dropped 3.4% after a 75% profit decline. Moderna (MRNA) shed 7% after a 177% gain. Nordson (NDSN) rose 5.4% on raised guidance. Advance Auto Parts (AAP) tumbled 15% on mixed results. Coty (COTY) slipped 14.5% on larger-than-expected loss. Wolfspeed (WOLF) fell 10% on revenue miss. NetEase (NTES) dropped 4% after earnings miss

Deere shares rose 5.1% after reporting stronger-than-expected Q3 results, with EPS of $5.10 and net sales of $11B. CrowdStrike fell 2.8% following its CTO's departure. Advance Auto Parts dropped 15.9% due to lower normalized earnings. Etsy gained 3.9% after a BofA upgrade. Ultragenyx surged 11.1% on FDA approval for a gene therapy. Moderna fell 13% after a prior surge. Wolfspeed plunged 10.5% on wider-than-expected Q4 loss. Webull rose 13.8% on strong Q2 results.