Tokyo Electron sees order softness but eyes recovery and growth in AI and memory, with 30% upside and strong positioning.

Navitas Semiconductor shifts focus to AI data centers, aiming for $615M revenue by 2030. Read how NVTS' GaN & SiC tech drives potential amidst near-term challenges.

Stocks shook off last Friday’s sell-off with a positive week, but it wasn’t all smooth sailing. Tariff concerns weighed on stocks on Thursday and will continue to be a source of long-term uncertainty.