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AI data center revenue surges as manufacturing utilization climbs to 83%.

ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.

Moby summary of ON Semiconductor Corporation's Q2 2026 earnings call

Aug 4 (Reuters) - Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-driven demand, while Middle East developments and U.S. earnings

ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.

onsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year

The chipmaker reported second-quarter net income of $226.8 million, up from $170.3 million a year earlier.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.

ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.

Onsemi (NASDAQ:ON)'s proposed acquisition of Synaptics could create long-term strategic benefits, with Bank of America writing that a meeting with management increased its confidence in the rationale and potential synergies of the transaction. The analysts wrote that Synaptics adds highly...

The Dow Jones Industrial Average and the S&P 500 both declined 0.1%, while the tech-heavy Nasdaq Composite slipped 0.2%.

Stocks took an early hit on news that ChatGPT parent OpenAI might push its public offering to 2027, and a midday recovery faded into the close.

The Nasdaq Composite was down in late-morning trading Friday, while the S&P 500 Index and Dow Jones

Onsemi stock fell Friday after the chipmaker announced a deal to buy Synaptics in an all-stock transaction worth $7 billion.

Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy.

ON Semiconductor has agreed to buy internet-of-things company Synaptics as it vies to bring artificial-intelligence from data centers into the physical world. Synaptics shareholders will receive 1.35 shares of Onsemi stock for each Synaptics share in the all-stock deal, representing an enterprise value of around $7 billion. Onsemi stock dropped 14% to $102.35 in premarket trading Friday.

Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intelligent systems and strengthening its position in emerging Physical AI applications.

Most of the day’s biggest losers were still up tremendously for 2026.

A number of stocks fell in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

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 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%.

US equity indexes traded mixed after midday Wednesday as a hot producer price inflation print failed

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

Onsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More ...

Moby summary of ON Semiconductor Corporation's Q1 2026 earnings call

onsemi (NASDAQ:ON) executives struck an optimistic tone on the company’s first quarter 2026 earnings call, pointing to improving demand signals, accelerating AI data center growth, and continued gross margin expansion as evidence the company has moved past the low point of the current cycle. Presid

Parag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.