I outlined where I thought tech giant Nvidia's business and stock would be in five years, or in March 2025. Indeed, from March 1, 2020 (when my five-year predictions article published) through March 1,

The shift from AI training to inferencing, especially for reasoning models, is an opportunity to drive greater GPU demand, the company recently said. Bears have worried about this transition.

Shares in gallium nitride (GaN) and silicon carbide (SiC) semiconductor company Navitas Semiconductor ( NVTS -10.91%) rose by more than 18% in the week to Friday morning. The move follows another week of positive news flow for a stock that's now up 69% in 2025, after being down by more than 50% in the year to mid-April.