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Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals
Quick Read WOLF surged 6% and ON jumped 3% after Mizuho flagged a faster NVIDIA Vera Rubin ramp anchored by xAI and Meta starting Q4 2026. El-Khoury says power content per rack rises from $15,000 to $115,000 under 800V DC, with AI data center revenue doubling in 2026. ON Semiconductor's September 16 Analyst Day and NVIDIA's next quarterly …