Stock Track | Alpha & Omega Plummets 6.04% Despite Nvidia AI Supply Deal

Stock Track

Feb 08, 2025

Alpha & Omega Semiconductor (AOSL) stock plummeted 6.04% on Friday despite initially surging on news of securing a key supply deal with Nvidia (NVDA) for the GB300 NVL72 AI server platform.

The semiconductor company's shares initially rallied as much as 6.35% to $44.37 in morning trading. Analyst Ming-Chi Kuo confirmed that Alpha & Omega will be the primary DrMOS supplier for Nvidia's AI servers, holding a 70% market share.

However, the stock later reversed course amid broader market pressures and profit-taking. Alpha & Omega ended the session at $40.43, down 3.09% from the previous close. Despite the pullback, Kuo projected the company's 2025 revenue growth at 10% year-over-year, exceeding market consensus, and suggested it could break even as early as Q2 2025.

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Analyst Ming-Chi Kuo confirmed that Alpha & Omega will be the primary DrMOS supplier for Nvidia's AI servers, holding a 70% market share.</p>\n\n<p>However, the stock later reversed course amid broader market pressures and profit-taking. Alpha & Omega ended the session at $40.43, down 3.09% from the previous close. Despite the pullback, Kuo projected the company's 2025 revenue growth at 10% year-over-year, exceeding market consensus, and suggested it could break even as early as Q2 2025.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AOSL","symbol_name":"阿尔法和欧米伽半导体","start_time":0,"source_url":"","article_id":"1131099639","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1131099639","pubTimestamp":1738946544,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Alpha & Omega Semiconductor  stock plummeted 6.04% on Friday despite initially surging on news of securing a key supply deal with Nvidia  for the GB300 NVL72 AI server platform.The semiconductor company's shares initially rallied as much as 6.35% to $44.37 in morning trading. 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