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One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical AI.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for ON Semiconductor Corp. (ON), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

The latest trading day saw ON Semiconductor Corp. (ON) settling at $84.39, representing a -5.22% change from its previous close.

ON Semiconductor (ON) heads into its upcoming August 3 earnings report with expectations for higher year over year earnings and revenue, and analysts’ estimates pointing to increased optimism around its near term profit outlook. See our latest analysis for ON Semiconductor. ON Semiconductor’s recent 1 day share price return of 2.57% and year to date share price return of 57.04% point to building momentum, even though the 3 year total shareholder return is down 17.36% and the 5 year total...

ON Semiconductor Corp. (ON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Texas Instruments' stronger margins, cash generation and 2026 growth outlook outweigh ON Semiconductor's cheaper valuation, making it the better semiconductor buy.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

MaxLinear (MXL) delivered earnings and revenue surprises of +6.06% and +2.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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...

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.

ON Semiconductor Corp. (ON) closed the most recent trading day at $92.33, moving +1.39% from the previous trading session.

ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

NZS shifts capital toward AI infrastructure and healthcare leaders

AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.

The semiconductor company views the acquisition of Synaptics as a natural expansion, and a way to capture more value from the growth of physical AI.

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

ON Semiconductor has delivered a 151.0% gain over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium, raising questions about how much of its story is already priced in. Over 5 years, ON Semiconductor is up 151.0%, which puts current pricing under closer scrutiny after a strong longer term run. Recent news around manufacturing divestitures and the planned Synaptics acquisition may support...

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.

In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming...

In the most recent trading session, ON Semiconductor Corp. (ON) closed at $92.54, indicating a -1.27% shift from the previous trading day.

ON Semiconductor Corp. (ON) 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.

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy can be downloaded here. Mid-cap stocks sharply rose in the second quarter, driven by perceived AI beneficiaries, particularly in Technology. The Fund returned 9.90% in the quarter, compared to the Russell Midcap® Value Index’s 13.40% […]

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.

ON Semiconductor has already staged one of the semiconductor sector's wildest comebacks of 2026, but the bigger question is whether the forces driving it are just getting started or already priced in.

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.

Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.