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Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.

European stock indexes largely slipped, with technology and industrial stocks falling, as higher oil prices and borrowing costs weighed.

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

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

European markets started the new week mostly higher with the Europe-wide Stoxx 600 index gaining and boosted by technology and pharma stocks.

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

Analog Devices enters Q3 earnings with broad-based demand, AI-driven Communications growth and a potential earnings beat despite a premium valuation.

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

While the proposition is a high-risk, high-reward opportunity, there’s a rational basis for targeting STM stock for potential upside.

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.

STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to an obvious bargain. For investors, the recent share price strength now sits against a low value score and an overvalued reading on market multiples. Over the last 12 months, STMicroelectronics has returned 124.2%. This puts extra focus on whether today’s price already reflects much of the good news in the story. Future growth in...

STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets as key drivers of its outlook. See our latest analysis for STMicroelectronics. The higher guidance appears to have helped shift sentiment after a weak patch, with the 7 day share price return of 5.67% partly offsetting a 30 day share price decline of 17.48%. Even with that pullback, STMicroelectronics...

ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.

STM is likely to top $4 billion in Q4 revenues as AI datacenter, auto, industrial and LEO satellite demand strengthens bookings and margins.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

Find insight on Nvidia, Micron, Tencent and more in the latest Market Talks covering technology, media and telecom.

ASYS heads into Q3 earnings with AI-driven demand, improving margins and a discounted valuation, but weak visibility and geopolitical risks support a hold.

Stabilus (ETR:STM) said third-quarter revenue was close to €300 million and adjusted EBIT margin improved to 10.8%, despite lower sales tied largely to weakness in China and continued pressure in automotive markets. The company said revenue was approximately 4% to 4.5% below the prior-year quarter,

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.

STMicroelectronics (STM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.

Despite the lower-than-expected sales outlook, STM can be looked upon as an attractive investment option now.

Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.

The E-mini Nasdaq 100 futures contract was up 1.6%, pointing to a strong opening for tech stocks in the U.S Monday, after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

STMicroelectronics (ENXTPA:STMPA) and FocalPoint have launched a commercially available advanced vehicle positioning solution. The partnership brings FocalPoint’s GNSS technology onto STMicroelectronics’ automotive grade hardware for use in production vehicles. The solution targets safer and more accurate positioning in challenging driving conditions and dense urban areas. For investors tracking STMicroelectronics, this new GNSS based positioning solution adds another product to the...

Investors rotate out of AI chipmakers while software stocks show greater resilience during earnings season.