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Monolithic Power is riding AI-driven demand and expanding manufacturing capacity, but can those strengths power another earnings beat this quarter?

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Analog Devices will release its third-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

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.

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.

After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Why Analog Devices Stock Is Back In Focus Analog Devices (ADI) moved higher in its latest session, outperforming the S&P 500, as investors turned their attention to an upcoming earnings report that is attracting increased interest. See our latest analysis for Analog Devices. At a share price of $382.81, Analog Devices is coming off a period where the 30 day share price return declined 11.89%, yet the year to date share price return of 39.84% and 1 year total shareholder return of 64.73% point...

In the closing of the recent trading day, Analog Devices (ADI) stood at $382.81, denoting a +2.78% move from the preceding trading day.

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on MPWR. Monolithic Power Systems, Inc.’s share was trading at $ 1,328.80 as of July 20th. MPWR’s trailing and forward P/E were 93.92 […]

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADI. Analog Devices, Inc.’s share was trading at $375.18 as of July 16th. ADI’s trailing and forward P/E were 56.63 and […]

Here is how Analog Devices (ADI) and Ametek (AME) have performed compared to their sector so far this year.

Analog Devices (ADI) reached $380.53 at the closing of the latest trading day, reflecting a -2.67% change compared to its last close.

VICR is riding AI data-center demand as power density, backlog growth and expanded Fab 1 capacity make power delivery a strategic hardware bottleneck.

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.

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.

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue growth.

Earlier this month, Analog Devices entered into a new 364-day revolving credit agreement providing up to US$3.00 billion in multicurrency borrowing capacity, with flexible repayment, extension, and term-loan conversion options tied to its debt ratings and customary financial covenants. This expanded liquidity, alongside the planned Empower Semiconductor acquisition for AI power technologies, underpins Analog Devices’ ability to fund growth across Industrial and AI data center markets while...

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery shaping their outlooks.

NVIDIA, Oracle and Analog Devices headline Zacks' top analyst reports, highlighting AI, cloud and semiconductor trends shaping their outlooks.

STMicroelectronics and Analog Devices are expanding AI, automotive and industrial chip offerings as semiconductor demand continues to grow.

TXN's lower 2026 capital spending is likely to lift free cash flow and expand flexibility for dividends, buybacks and future growth.

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

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.