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

NXPI edges ahead in the automotive chip race with stronger growth drivers, while ON rides EV and silicon carbide momentum.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.72%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.42%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...

Investing.com -- Bank of America highlighted 3 names as its top picks in the analog semiconductor space on Friday, raising price targets on two of the three and arguing that the market continues to underappreciate the content gains tied to the shift to 800-volt data center architecture.

ON Semiconductor Corporation (NASDAQ:ON) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 19, Mizuho analyst Vijay Rakesh raised ON Semiconductor Corporation (NASDAQ:ON)’s price target to $130 from $120. The analyst maintained an “Outperform” rating on the shares, telling investors that channel checks show “analog continues to see […]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

Earlier this week, ON Semiconductor reported Q4 2025 non-GAAP EPS of US$0.64, record free cash flow, a US$6.00 billion share repurchase authorization, and the launch of new vertical GaN power semiconductors targeting AI data centers and vehicle electrification. Beyond the headline results, the combination of record cash generation and GaN product rollout highlights how ON Semiconductor is tying capital returns directly to its push into higher-value power solutions for AI and electric...

A number of stocks jumped in the afternoon session after risk-on sentiment returned on Iran peace progress as Treasury yields cooled.

onsemi (NASDAQ:ON) has staged a remarkable comeback in the semiconductor sector this year, and our proprietary model says the rally has room to run. After bottoming below $41 last spring, the stock has reclaimed the $100 handle as investors price in a cyclical recovery and AI data center power demand. Our 24/7 Wall St. Price ... Prediction: Why We See ON Semiconductor Hitting a New All-Time High This Year

Does ON Semiconductor Corp. (ON) have what it takes to be a top stock pick for momentum investors? Let's find out.

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.

Texas Instruments' data center business jumps nearly 90% YoY on AI power demand, and its broad analog lineup is positioned for stronger momentum ahead.

onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.

GitLab helps companies manage how software moves from idea to release. As AI agents enter that process, Duo could strengthen GitLab’s role to teams that need speed without losing control.

ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.

The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.

Hedge funds stuck to their holdings in companies with ‌strong fundamentals in April, particularly technology ‌and semiconductor stocks, according to a report on Wednesday ​from data platform Hazeltree, in a month when the S&P 500 jumped over 10%.

A number of stocks fell in the afternoon session after the U.S.-China summit concluded without any significant breakthroughs on semiconductor sales to the country.

Recent performance snapshot ON Semiconductor (ON) has drawn investor attention after a period of strong share price moves, with the stock up about 36% over the past month and roughly 57% in the past 3 months. See our latest analysis for ON Semiconductor. Those moves sit within a strong run for investors, with the stock delivering a 99.49% year to date share price return and a 1 year total shareholder return of 158.01%, although the share price did fall 4.44% over the last day to US$113.11. If...

ON stock has surged nearly 60% in three months as AI data-center demand and automotive growth boost investor confidence.

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

Bill.com Holdings delivers cloud-based automation solutions for financial operations, serving small and midsize businesses worldwide.

TXN's analog unit rebounds with Q1 revenues rising 22% to $3.92B as industrial strength and AI data center demand lift the 2026 outlook.

June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.30% this morning, pointing to further gains after a tech-led rally in the previous session, while investors monitor developments from the U.S.-China talks and await a fresh batch of U.S. economic data, with particular attention on retail sales figures.

Texas, Analog Devices and ON have been highlighted in this Investment Ideas article.

onsemi’s first quarter results were met with a clearly negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP earnings expectations. Management identified accelerating demand in AI data centers and initial signs of stabilization in automotive as primary drivers, highlighting a significant ramp in the Treo product platform and strong sequential growth in their power portfolio. CEO Hassane El-Khoury stated that “improving demand signals and accelerating AI data

The Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am