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STMicroelectronics now expects data center revenue of roughly $1 billion in 2026, up from a previous target of ‘nicely above $500 million.’

Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy might be one of the sectors with the fastest growth. Normally it grows at a steady pace, nonetheless to keep up with the ... Top Stock for AI’s Next Megatrend: Infineon

Valuations by themselves aren't a great predictor of drops in S&P 500 stocks. But they hold some weight paired with forecasts.

Vishay Intertechnology has surged nearly 200% in two months as rising orders, backlog growth and AI-linked demand fuel the analog chip recovery.

Mizuho Sees Massive AI Memory Boom, Lifts Micron Target to Street-Watching $1,150

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market.

ON Semiconductor posts a third straight sequential gross margin gain to 38.5% as AI data center revenues surge and Fab Right lifts utilization and mix.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched three new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. All three ETFs are first-to-market strategies.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.

Despite triple-digit gains in 2026, the stock still offers exposure to EVs, renewables, automation, and AI data centers.

Micron Technology and ON Semiconductor were the top gainers in the S&P 500, rising 19% and 9.3% respectively. Bonds rose and oil prices were mixed as the outcome of Iran negotiations remains unclear. The 10-year Treasury yield declined 0.080 percentage point to 4.490%.

Micron Technology and ON Semiconductor were the top gainers in the S&P 500, rising 19% and 9.3% respectively. Bonds rose and oil prices were mixed as the outcome of Iran negotiations remains unclear. The 10-year Treasury yield declined 0.080 percentage point to 4.490%.

The Nasdaq Composite and the S&P 500 reached new peaks on Tuesday, driven a Micron Technology (MU) l

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

Shares of analog chips maker onsemi (NASDAQ:ON) jumped 9.9% in the afternoon session after Bank of America lifted its price target on the stock, while a broader rally boosted the semiconductor sector.

US benchmark equity indexes were mixed intraday as traders monitored the latest developments in the

As Micron Technology joins the trillion dollar market cap club, stocks such as Microchip Technology, Texas Instruments and ON Semiconductor may represent new opportunities.

NXPI edges ahead in the automotive chip race with stronger growth drivers, while ON rides EV and silicon carbide momentum.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.72%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.42%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...

Investing.com -- Bank of America highlighted 3 names as its top picks in the analog semiconductor space on Friday, raising price targets on two of the three and arguing that the market continues to underappreciate the content gains tied to the shift to 800-volt data center architecture.

ON Semiconductor Corporation (NASDAQ:ON) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 19, Mizuho analyst Vijay Rakesh raised ON Semiconductor Corporation (NASDAQ:ON)’s price target to $130 from $120. The analyst maintained an “Outperform” rating on the shares, telling investors that channel checks show “analog continues to see […]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

Earlier this week, ON Semiconductor reported Q4 2025 non-GAAP EPS of US$0.64, record free cash flow, a US$6.00 billion share repurchase authorization, and the launch of new vertical GaN power semiconductors targeting AI data centers and vehicle electrification. Beyond the headline results, the combination of record cash generation and GaN product rollout highlights how ON Semiconductor is tying capital returns directly to its push into higher-value power solutions for AI and electric...

A number of stocks jumped in the afternoon session after risk-on sentiment returned on Iran peace progress as Treasury yields cooled.

onsemi (NASDAQ:ON) has staged a remarkable comeback in the semiconductor sector this year, and our proprietary model says the rally has room to run. After bottoming below $41 last spring, the stock has reclaimed the $100 handle as investors price in a cyclical recovery and AI data center power demand. Our 24/7 Wall St. Price ... Prediction: Why We See ON Semiconductor Hitting a New All-Time High This Year

Does ON Semiconductor Corp. (ON) have what it takes to be a top stock pick for momentum investors? Let's find out.

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.