News

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Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.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.

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.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

(Updates with market moves at the end of the day.) Wall Street's equity benchmarks rose Thursday

Onsemi (NASDAQ:ON)'s proposed acquisition of Synaptics could create long-term strategic benefits, with Bank of America writing that a meeting with management increased its confidence in the rationale and potential synergies of the transaction. The analysts wrote that Synaptics adds highly...

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

ON Semiconductor (ON) has been added to several Russell growth benchmarks, including the Russell 1000 Growth, at the same time it is pursuing a planned Synaptics acquisition and selling two fabrication facilities. See our latest analysis for ON Semiconductor. Recent moves in ON Semiconductor reflect this mix of index inclusion, M&A plans and facility sales. The share price is $93.79 after a 1-day share price return of 2.95%, a 30-day share price return down 22.42%, and a 1-year total...

The latest trading day saw ON Semiconductor Corp. (ON) settling at $93.79, representing a +2.95% change from its previous close.