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ON Semiconductor has pulled back sharply while its AI data center business accelerates toward a potential doubling, so the real question is whether the selloff created an opportunity or a warning sign worth heeding.
Micron Technology and Liqid are working together on a memory centric AI platform for the U.S. Department of Energy’s Pacific Northwest National Laboratory. Micron Technology is supplying memory to support a large shared pool tailored for scientific and AI workloads. Micron Technology and Microchip Technology have shown a next generation PCIe Gen 6 storage architecture for high performance data center use. Micron Technology, traded as NasdaqGS:MU, is adding new real world projects to its AI...
Micron Stock Rises on New AI Storage Push With Microchip Technology
MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.78% and +1.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Microchip Technology has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
ON's improving auto and industrial demand, AI power growth and Fab Right gains support Q2, but weak EV markets and premium valuation warrant caution.
Microchip Tech (MCHP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
MCHP's Hailo acquisition expands its edge AI portfolio across robotics, vision and embedded systems while boosting software reach and growth prospects.
SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.
SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.
MCHP's stronger earnings momentum, higher margins, expanding AI exposure and lower valuation make it the better semiconductor stock to buy.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...
FTSE 100 down 10 points to 10,707 Brent oil hits $98 a barrel Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell provide updates 9.44am: Market analysis Oil prices are up 4.2% this morning now, with Brent crude at $98 a barrel. The big $100 level is looming now, says market analyst...
Earlier in July, Microchip Technology expanded its industrial and AI-focused portfolio by launching the PD-9601GCI industrial-grade Power over Ethernet midspan and releasing the VectorBlox 3.0 SDK to simplify FPGA-based AI deployment on its PolarFire platforms. These additions highlight Microchip’s push into rugged industrial automation and efficient edge AI, aiming to make complex connected systems easier to power, deploy and manage. We’ll now examine how Microchip’s new industrial PoE...
Microchip Technology is scheduled to post its first-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.
Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how you think about buying this dip.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
Microchip Tech (MCHP) 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.
MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
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. June core CPI printed flat month-over-month (2.6% year-over-year versus a 2.9% forecast), reopening the door to a friendlier interest rate environment.
onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
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.
Texas Instruments' embedded processing unit posts 12% revenue growth as industrial demand improves, but can the rebound hold amid uneven markets?
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