14 Trending AI Stocks on Latest Ratings and News

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11. Monolithic Power Systems, Inc. (NASDAQ:MPWR)

Number of Hedge Fund Holders: 38  

Monolithic Power Systems, Inc. (NASDAQ:MPWR) engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the computing and storage, automotive, industrial, communications, and consumer markets. On November 18, KeyBanc lowered the price target on the stock to $700 from $1,075 and kept an Overweight rating on the shares. The advisory believes Monolithic Power will lose significant market share on Blackwell with the ramp of GB200/B200, as Hopper PMIC overheating issues have persisted on Blackwell. KeyBanc expects IFX to be the primary supplier on Blackwell, with Renesas having a secondary share. While Monolithic Power is attempting to requalify, the earliest this likely could happen would be with Blackwell Ultra in the second half of 2025.

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