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AMAT, MPWR and SIMO enter Q2 earnings with positive ESPs as AI, cloud and storage demand fuel growth.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Monolithic (MPWR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on MPWR. Monolithic Power Systems, Inc.’s share was trading at $ 1,328.80 as of July 20th. MPWR’s trailing and forward P/E were 93.92 […]

Nvidia isn't the best AI stock to buy anymore, and these three picks prove it.

Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADI. Analog Devices, Inc.’s share was trading at $375.18 as of July 16th. ADI’s trailing and forward P/E were 56.63 and […]

IBM's CEO recently highlighted stronger enterprise spending on AI infrastructure, including servers, storage, and memory. This commentary supports growing demand expectations for AI hardware, a key end market for Monolithic Power Systems (NasdaqGS:MPWR). A softer-than-expected inflation report has added to broader optimism around semiconductor companies tied to AI themes. Monolithic Power Systems, or MPWR, designs and supplies power solutions used in data centers, automotive systems,...

VICR is riding AI data-center demand as power density, backlog growth and expanded Fab 1 capacity make power delivery a strategic hardware bottleneck.

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

Monolithic (MPWR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue growth.

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.

Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window closes.

QCOM and MPWR are expanding AI-focused semiconductor portfolios as both pursue growth in data centers, servers and emerging AI markets.

VICR's expanding licensing strategy could unlock recurring royalty income as AI power demands grow, adding a scalable revenue stream beyond hardware sales.

Monolithic Power Systems will release its second-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

In late June 2026, Monolithic Power Systems, Inc. was added to the Russell Top 200 Index and Russell Top 200 Growth Benchmark while being removed from the Russell Midcap Index and Russell Midcap Growth Benchmark as part of the latest index reconstitution. This shift moves Monolithic Power Systems into a larger-cap benchmark universe, which can alter how institutional investors gain exposure to the stock through index-linked products. We’ll now explore how Monolithic Power Systems’ move into...

Monolithic Power Systems has delivered a very strong 240.7% return over the past five years, yet its current valuation checks lean expensive. This raises the question of how much of that success is already reflected in the US$1,272.81 share price. A 240.7% gain over five years signals that investors have been willing to pay up for Monolithic Power Systems' growth story, so expectations embedded in the stock are high. Recent headlines around both robust business performance and an...

Index moves shift Monolithic Power Systems into large cap territory Monolithic Power Systems (MPWR) has moved into the large cap universe after being added to the Russell Top 200 Index and Russell Top 200 Growth Benchmark, while exiting the Russell Midcap indices. These index changes often prompt portfolio adjustments from funds that track or reference these benchmarks, which can lead to periods of heavier trading volume as investors respond to the new large cap classification. See our latest...

Monolithic Power is expanding in the consumer electronics semiconductors market as demand rises for energy-efficient devices, faster charging and advanced power-management solutions.

Monolithic Power surges 40.4% in six months as AI servers, automotive and networking demand fuel growth, but can momentum outweigh valuation and market risks?

VICR's AI power delivery momentum, expanding licensing business and capacity growth support its long-term outlook despite its sharp share rally.

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analog semiconductors stocks, starting with Monolithic Power Systems (NASDAQ:MPWR).

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]