2026-10-08 → 10-09 Capital Bull 🔥Developing
Wolfspeed receives conditional $1.5B loan commitment from US Department of War 30-year facility to expand domestic SiC capacity; government may get warrants
D1 -1.1%
› 2 waves of this story2026-10-08 30-year financing to advance domestic wide bandgap supply chain2026-10-09 30-year facility to expand domestic SiC capacity; government may get warrants2026-10-08 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 -1.1%
13 earlier events › 2026-10-03 Product Bull
Wolfspeed Launches 200mm SiC Substrate, Stock Surges Commercial availability of new 200mm n-type SiC substrate, plus AI data center demand, drives stock up over 10%
D1 -5.0% · since -7.5%
2026-09-17 8-K filing
8-K: Item 8.01, Item 9.01 D1 +0.3% · +5d +10.8%
2026-08-27 Earnings
Earnings report D1 +0.1% · +5d -0.4%
2026-08-26 8-K filing
8-K: Item 5.02, Item 9.01 D1 +6.5% · +5d -1.0%
2026-08-19 → 08-21 Earnings
Wolfspeed Q4: Revenue $150M, Net Loss $145M, AI Data Center Revenue Doubles Post-earnings: AI data center revenue doubled YoY, up 20% QoQ; GE Aerospace 10kV SiC MOSFET collaboration disclosed
D1 -7.5% · +5d -7.4%
› 5 waves of this story2026-08-19 Earnings imminent with high implied move; focus on guidance and SiC industry trends2026-08-20 AI data center revenue doubled but overall revenue missed estimates with weak Q1 guidance2026-08-21 FQ4 revenue $149.6M, EPS loss $2.26 far worse than expected; AI data center revenue doubled but net loss $145M2026-08-21 Earnings details and market reaction confirm miss; AI data center revenue doubles but overall loss widens2026-08-19 Post-earnings: AI data center revenue doubled YoY, up 20% QoQ; GE Aerospace 10kV SiC MOSFET collaboration disclosed2026-08-20 8-K filing
8-K: Item 2.02, Item 9.01 D1 -9.4% · +5d +2.3%
2026-08-19 Earnings
Earnings report AI数据中心业务收入在2026财年同比增长超过一倍，且环比增长约20%。
D1 -7.5% · +5d -7.4%
2026-08-06 → 08-07 Company Bull
Wolfspeed partners with LITEON on 800V AI data center power solutions LITEON to qualify Wolfspeed SiC for 800VDC power sidecars and compute rack platforms
D1 +9.5% · +5d +14.2%
› 3 waves of this story2026-08-06 Strategic partnership; LITEON qualifies Wolfspeed SiC for AI data center power platforms2026-08-07 New: Wolfspeed SiC to qualify for Liteon's 800VDC power sidecars and compute racks for hyperscale AI data centers2026-08-07 LITEON to qualify Wolfspeed SiC for 800VDC power sidecars and compute rack platforms2026-07-29 Company
Wolfspeed Appoints Andy W. Mattes to Board of Directors Semiconductor veteran joins board to strengthen governance and strategic guidance.
D1 -8.3% · +5d +25.6%
2026-07-29 8-K filing
8-K: Item 5.02, Item 8.01, Item 9.01 D1 -8.3% · +5d +25.6%
2026-07-24 Analyst
Wolfspeed Featured in Multiple Analyst Stock Write-ups Multiple independent analysts mention WOLF in recent reports, indicating heightened market attention
D1 -11.1% · +5d +2.3%
2026-07-08 → 07-10 Company
Wolfspeed's Patent Infringement Lawsuit Against Navitas Draws Attention Lawsuit noted by independent commentators and AI stock list, no new facts
D1 -0.4% · +5d -2.1%
› 2 waves of this story2026-07-08 Wolfspeed alleges multiple Navitas GaN and SiC power products infringe its patents; Navitas down ~6-7% premarket2026-07-10 Lawsuit noted by independent commentators and AI stock list, no new facts2026-07-01 Company Bull
Yangjie Tech SiC capacity fully booked, signaling industry supply-demand improvement China's Yangjie Tech reports fully booked SiC capacity, seen as positive for power semi demand recovery
D1 -7.6% · +5d -16.4%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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