--- title: "U.S. stock night market volatility: Navitas Semiconductor rose 7.17% in the night market, with concerns over equity dilution and AI demand intertwining to affect market confidence" type: "News" locale: "en" url: "https://longbridge.com/en/news/286215086.md" description: "Navitas Semiconductor rose 7.17% in after-hours trading; Micron Technology rose 4.08% in after-hours trading, with a transaction volume of USD 957 million; NVIDIA rose 1.49% in after-hours trading, with a transaction volume of USD 383 million; Intel rose 2.50% in after-hours trading, with a transaction volume of USD 191 million" datetime: "2026-05-13T07:26:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286215086.md) - [en](https://longbridge.com/en/news/286215086.md) - [zh-HK](https://longbridge.com/zh-HK/news/286215086.md) --- # U.S. stock night market volatility: Navitas Semiconductor rose 7.17% in the night market, with concerns over equity dilution and AI demand intertwining to affect market confidence **U.S. Stock Night Market Movements** Navitas Semiconductor rose 7.17% in the night market. Based on recent key news: 1. On May 11, Navitas Semiconductor announced plans to issue up to $125 million of Class A common stock in the open market. This move aims to raise funds for working capital and potential acquisitions, leading to stock price fluctuations. 2. On May 11, Navitas terminated its open market sales agreement with Jefferies LLC, turning to new agents to enhance capital flexibility, affecting market confidence. 3. On May 12, Navitas's stock price fell over 13% due to concerns about equity dilution, but previously rose 25% due to demand from AI data centers and collaboration on GaN chips in India. The semiconductor industry shows strong demand, with significant capital inflows. **Stocks with High Trading Volume in the Industry** Micron Technology rose 4.08% in the night market. Based on recent key news: 1. On May 12, the CEO of Micron Technology was included in President Trump's delegation to China, driving up the stock price. This news circulated in the market, enhancing investor confidence in Micron, with the stock price cumulatively rising over 20% in two days. Source: Investing.com 2. On May 11, labor disputes at Samsung Electronics could lead to strikes, tightening supply and demand, which boosted Micron's stock price. Deutsche Bank raised Micron's target price to $1000, reflecting optimistic market expectations for its future performance. Source: Investing.com 3. On May 12, AI demand drove the memory market into a virtuous cycle, with analysts giving Micron a buy rating and a target price of $1000, expecting significant upside potential. Source: Hong Kong Economic Journal Nvidia rose 1.49% in the night market. Based on recent key news: 1. On May 12, Nvidia's stock price rose 14% over the past four trading days, adding $591 billion to its market capitalization. Bernstein analysts noted that there are no signs of slowing demand for Nvidia chips, and investors recognize the capital expenditure commitments from cloud service providers, driving the stock price up. 2. On May 11, Wedbush analysts stated that Nvidia's upcoming earnings report could serve as a catalyst for tech stocks. Accelerating enterprise-level AI spending is driving Nvidia's stock price up, with the market expecting its earnings report to exceed expectations. 3. On May 12, Citigroup pointed out that Nvidia's earnings report window could trigger a repricing of volatility. The expiration of VIX options coinciding with the earnings report creates a natural window for volatility repricing, and investors need to manage risks cautiously. Strong demand for AI chips has led to market optimism. Intel rose 2.50% in the night market. Based on recent key news: 1. On May 11, Intel reached a preliminary chip foundry agreement with Apple, driving up the stock price. This news boosted market confidence in Intel's wafer foundry services, with the stock price soaring 14% in a single day. Source: The Wall Street Journal 2. On May 12, Intel's new Xeon chips were used in NVIDIA systems, with sales forecasts exceeding expectations, boosting market confidence. The stock price corresponds to a forward 12-month price-to-earnings ratio of over 100 times, revealing valuation pressure. Source: Bloomberg 3. On May 12, Deutsche Bank raised Intel's target price from $63 to $100, reflecting the market's optimistic expectations for its future growth. Source: Jinshi Data Technology stocks lead the rise, and market sentiment is high ### Related Stocks - [NVTS.US](https://longbridge.com/en/quote/NVTS.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) ## Related News & Research - [Navitas vs. Poet: Which AI infrastructure stock is the better buy?](https://longbridge.com/en/news/286678224.md) - [Nvidia stock heads for 3-day losing streak. That could be a good thing.](https://longbridge.com/en/news/286911774.md) - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [Arrive AI Advances Shareholder-Friendly Capital Strategy with Streeterville Standstill Agreement | ARAI Stock News](https://longbridge.com/en/news/286918924.md) - [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md)