Core Scientific Inc vs Wolfspeed Inc — how do they compare? Core Scientific Inc trades at $21.9 (market cap $7.02B), while Wolfspeed Inc trades at $35.85 (market cap $1.78B). The key difference: Core Scientific Inc is far larger — about 3.9× Wolfspeed Inc's market cap. Which is the better fit depends on your goals.
| CORZ | WOLF | |
|---|---|---|
Market Cap | $7.02B | $1.78B |
Sector | Technology | Technology |
52-Week High | $29.16 | $73.68 |
52-Week Low | $12.65 | $1.19 |
Enterprise Value | $8.07B | $2.44B |
Signals from Pluang's Aura AI — not financial advice
Core Scientific (CORZ) trades at $22.71, down 3.32% today, with a bearish technical signal despite strong analyst support. The company is transitioning from Bitcoin mining to AI colocation, with Q1 2026 colocation revenue surging to $77.5M and gross margins of 57%. However, the company continues to report significant losses with a net income margin of -341.68% and negative cash flow of $525.6M in 2025.
The outlook remains speculative with substantial execution risk despite analyst optimism. While the AI pivot offers growth potential, persistent losses and cash burn present significant challenges. The consensus price target of $34.17 suggests 50% upside potential, but investors must weigh the high-risk transformation against the company's current financial instability.
Wolfspeed (WOLF) trades at $33.65, down 4.65% today amid bearish technical signals and negative profitability metrics. The stock shows mixed earnings performance with recent beats but a significant Q4 2025 miss. Recent developments include a patent lawsuit against Navitas Semiconductor and strategic partnerships with GE Aerospace, positioning the company in high-growth AI and defense markets despite current financial challenges.
The outlook remains cautious with analyst consensus leaning neutral (47.37% Hold). While strategic pivots to data centers and defense offer growth potential, negative margins and bearish technicals present near-term risks. Investors should monitor earnings improvement and market share gains in silicon carbide technology for sustained recovery.
Trailing returns across standard periods
Core Scientific provides digital infrastructure for Bitcoin mining and high-performance computing (HPC). It operates purpose-built data centers to support digital asset production and AI-related workloads.
Read more on CORZ →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →