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Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here. The investor class (CAMMX) returned 2.21%, and the institutional class (CAMUX) returned 2.27%, underperforming the Russell 2500 Value Index’s 4.77%. This shortfall was mainly due to declines in certain healthcare and industrial […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

The chipmaker's guidance sent the stock soaring, but management's own words suggest the celebration might be premature.

ON Semiconductor Corp. (ON) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Leverage Shares by Themes has introduced 2X leveraged ETFs linked to ON Semiconductor (NasdaqGS:ON). These products are designed to deliver twice the daily performance of ON Semiconductor’s stock, magnifying both gains and losses. The launch adds new ways for traders to gain amplified exposure to ON Semiconductor without using direct margin or derivatives. ON Semiconductor sits at the intersection of several key hardware trends, supplying power and analog chips used in areas such as...

A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.

STMicroelectronics now expects data center revenue of roughly $1 billion in 2026, up from a previous target of ‘nicely above $500 million.’

Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy might be one of the sectors with the fastest growth. Normally it grows at a steady pace, nonetheless to keep up with the ... Top Stock for AI’s Next Megatrend: Infineon

Valuations by themselves aren't a great predictor of drops in S&P 500 stocks. But they hold some weight paired with forecasts.

Vishay Intertechnology has surged nearly 200% in two months as rising orders, backlog growth and AI-linked demand fuel the analog chip recovery.

Mizuho Sees Massive AI Memory Boom, Lifts Micron Target to Street-Watching $1,150

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market.

ON Semiconductor posts a third straight sequential gross margin gain to 38.5% as AI data center revenues surge and Fab Right lifts utilization and mix.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched three new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. All three ETFs are first-to-market strategies.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.

Despite triple-digit gains in 2026, the stock still offers exposure to EVs, renewables, automation, and AI data centers.

Micron Technology and ON Semiconductor were the top gainers in the S&P 500, rising 19% and 9.3% respectively. Bonds rose and oil prices were mixed as the outcome of Iran negotiations remains unclear. The 10-year Treasury yield declined 0.080 percentage point to 4.490%.

Micron Technology and ON Semiconductor were the top gainers in the S&P 500, rising 19% and 9.3% respectively. Bonds rose and oil prices were mixed as the outcome of Iran negotiations remains unclear. The 10-year Treasury yield declined 0.080 percentage point to 4.490%.

The Nasdaq Composite and the S&P 500 reached new peaks on Tuesday, driven a Micron Technology (MU) l

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

Shares of analog chips maker onsemi (NASDAQ:ON) jumped 9.9% in the afternoon session after Bank of America lifted its price target on the stock, while a broader rally boosted the semiconductor sector.

US benchmark equity indexes were mixed intraday as traders monitored the latest developments in the

As Micron Technology joins the trillion dollar market cap club, stocks such as Microchip Technology, Texas Instruments and ON Semiconductor may represent new opportunities.