Skip to main content

Posts

Showing posts with the label NVTS

Featured Post

Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.

Market Rotates to Small-Cap Semis?

Astera Labs (ALAB) +19.35% | Navitas (NVTS) +24.74% After large-cap chip stocks took the spotlight,  small-cap semis are now stealing the show —led by  Astera Labs  and  Navitas Semiconductor , both closely tied to  NVIDIA’s AI expansion . What’s Fueling the Rally? Astera Labs Powers NVIDIA’s AI platforms (HGX, Blackwell) with PCIe, CXL & NVLink connectivity Rumored to win AWS  Trainium 4 I/O Die  deal (replacing Marvell) Scorpio Switch Line (Scorpio P & X) could rival NVLink—expanding TAM to $12B by 2028 Expected to ramp in  2H 2025 , with Scorpio X entering mass production in 2026 Navitas Develops high-efficiency GaN & SiC power chips for  next-gen AI data centers Partners with NVIDIA to support 800V high-density architectures  Rotation in Play? Market watchers speculate: Is this just the beginning of a  small-cap semiconductor breakout , or time to  take profits ? 🟩 Better growth runway? 🟨 Easy money is gone? ?...