News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
MCHP's 56.5% three-month rally is backed by AI data-center demand, stronger bookings and upbeat June-quarter guidance, with analysts seeing more upside.
Does Analog Devices (ADI) have what it takes to be a top stock pick for momentum investors? Let's find out.
MPWR is expanding in telecom semiconductors as 5G and networking demand lift communications revenues and fuel the need for efficient power solutions.
ADI's margins keep climbing as Industrial, Data Center and Communications growth boost high-value revenues and operating leverage into 2027.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Analog Devices (NASDAQ:ADI) and the rest of the analog semiconductors stocks fared in Q1.
Analog Devices (ADI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Analog Devices (ADI) is in focus after reporting second quarter results that topped Wall Street estimates for revenue and net profit, supported by AI, data center, and industrial demand, as well as its Empower Semiconductor acquisition. See our latest analysis for Analog Devices. Beyond the latest earnings beat, Analog Devices has been on a strong run, with a 90 day share price return of 40.41% and a 1 year total shareholder return of 91.72%. This suggests momentum has been building as AI and...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...
Analog Devices combines AI-driven communications growth with diversified end markets, while Astera Labs' rapid expansion faces premium valuation and rising competition.
Texas Instruments' 300-millimeter wafer expansion lifts factory efficiency and margins as demand recovers in industrial and data center markets.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw […]
AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.
Here is how Analog Devices (ADI) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.
In recent days, Analog Devices reported record fiscal second-quarter results, raised its guidance, completed the Empower Semiconductor acquisition, and highlighted rapidly growing AI data-center and communications revenues tied to robust infrastructure spending. The combination of easing interest-rate pressures and Analog Devices’ expanded role as an AI-infrastructure enabler has sharpened attention on how its power management and RF technologies underpin high-value data-center and...
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...
The average brokerage recommendation (ABR) for Analog Devices (ADI) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Analog Devices' communications business is riding on AI and data center demand, with strong growth and record bookings supporting momentum into coming quarters.
Broadcom’s AI demand remains strong, but the pullback shows investors are looking for clearer proof that custom-chip growth can keep supporting the stock’s premium.
These three companies surged in 2026, proving that some of the market's strongest dividend stocks are growth names quietly riding the AI and data infrastructure boom.
Analog Devices' industrial rebound and AI-driven data center demand are lifting growth and margins, but can premium valuation still justify a long-term investment?
As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.
Analog Devices (NasdaqGS:ADI) has completed its acquisition of Empower Semiconductor, expanding its power management portfolio for AI infrastructure. The company is working with MathWorks to develop RF digital twin capabilities for earlier and more accurate modeling of radar and satellite communication systems. For investors watching the build out of AI data centers, Analog Devices sits in the middle of a key plumbing problem: how to power increasingly demanding chips efficiently. The...