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Synaptics Inc (NASDAQ:SYNA) shares are up during Friday’s premarket session, trading higher by almost 2% as the company announced a transition in its executive leadership. The stock’s movement comes in tandem with a broader positive sentiment in the market, with S&P 500 futures gaining 0.4%. CFO Transition Synaptics CFO Ken Rizvi has resigned effective immediately to pursue another opportunity. He will remain as an adviser through September 30, 2026, to support the transition. The company will n

MCHP's AI and data-center growth prospects support its recovery, but supply constraints, competition and valuation may limit near-term upside.

Wolfspeed is cratering after a brutal earnings miss, yet the stock still sits near its best levels in months. Here is why traders are treating the selloff as a company problem rather than a warning sign for the whole chip sector.

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

onsemi (NASDAQ:ON) executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers. Speaking at a KeyBanc Capital Markets event, President and CEO Hassane El-Khoury said th

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

NXP Semiconductors says its auto business is a unique growth story, but on its latest earnings call, analysts kept asking why it looks so different from its peers.

ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...

onsemi’s second quarter performance was driven by surging demand in its AI data center segment and ongoing portfolio reshaping efforts. Management pointed to robust momentum in advanced power systems, particularly for AI workloads, and highlighted content expansion in automotive and energy infrastructure. CEO Hassane El-Khoury explained that, “AI data center remains our fastest-growing market,” noting wins with key hyperscalers and design-ins with leading global customers. The company also cited

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

The quarter beat and the outlook went up. The stock still swings, because the fastest-growing part of this foundry is also its smallest.

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

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.

ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.

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 […]

Analysts' price target cuts say more about the semiconductor sector than ON Semiconductor itself.

ON Semiconductor Corp. (ON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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.

ON Semiconductor stock rises. Analysts see better margins and stronger AI demand ahead

ON Semiconductor (ON) is seeing a cyclical recovery alongside growing AI and data center demand, tho

MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.

Free cash flow margin widened to 27% from about 7% a year earlier

ON Semiconductor Corporation recently reported second-quarter 2026 results, with sales rising to US$1,603.5 million and diluted EPS from continuing operations increasing to US$0.56, and issued third-quarter guidance calling for US$1,650 million to US$1,750 million in revenue and diluted EPS of US$0.79 to US$0.91. The company coupled these results with record free cash flow margins, AI data center–driven growth, and completion of a US$677.63 million share repurchase program covering 2.24% of...

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