Wolfspeed is trading 10.16% up at $35.02 after power-semiconductor stocks rallied on renewed expectations for faster NVIDIA Vera Rubin AI-system deployments.
- A Mizuho research note highlighted strong VR200 NVL72 ramps beginning in the fourth quarter of 2026, led by xAI and Meta, creating a positive power-supply read-through for Wolfspeed.
- Wolfspeed reports fiscal fourth-quarter results on August 19, 2026.