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At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.
Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.
GE Appliances’ decision to source one third of the chips for its new Kentucky laundry plant from Texas Instruments (TXN) puts fresh attention on the stock. The agreement nearly doubles GE Appliances’ spending with TI. See our latest analysis for Texas Instruments. Texas Instruments’ recent agreement with GE Appliances comes at a time when the stock has a year to date share price return of 57.98%, while the 1 year total shareholder return is 56.61%. This is supported by a 79.25% total...
Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than as a clear bargain. Over the past three years, Texas Instruments has returned 79.2%. This puts extra focus on whether the recent share price is now running ahead of what the fundamentals support. The new GE Appliances agreement to source a...
A top Wall Street analyst slapped a Street-high price target on NXP Semiconductors just as the stock cratered 20% in a single month, and the gap between his conviction and the market's fear has rarely looked this wide in large-cap chips.
The appliance manufacturer aims to maintain continuity of supply by boosting spend with the semiconductor firm, an executive told Supply Chain Dive.
A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.
The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.
ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street’s expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst Tristan Gerra grew more constructive on the fundamentals, raising his price […]
Chevron's West Texas data center deal with Microsoft may jumpstart a new Big Ol and AI trend.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
ASMIY, NTRS, TXN, CTO and ING have been added to the Zacks Rank #1 (Strong Buy) List on August 6th, 2026.
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.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...
Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish on the stock.
GE Appliances has announced plans to integrate Texas Instruments semiconductors into its next generation of connected appliances manufactured in the U.S. Texas Instruments will supply microcontrollers and connectivity solutions that sit at the core of GE Appliances' smart home product lineup. The collaboration focuses on U.S. based production and reflects growing demand for reliable IoT hardware in large scale consumer products. For investors tracking Texas Instruments, ticker NasdaqGS:TXN,...
TXN should benefit from the continued, solid growth of data centers and automotive software.
MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.
Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.
Two distinct chip cycles are strengthening at once
Industrial analog demand could grow 30% to 35% year over year.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]
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.
Here's why Microsoft, Texas Instruments, and Broadcom look built for long-term returns.
Data center revenue doubled, but soft guidance spooked Wall Street.
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