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Texas Instruments' AI-linked data center growth, manufacturing strength and lower valuation make it look like the better semiconductor buy over Lam Research.

With a net profit margin of 29.11%, Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Most Profitable American Stocks to Buy in 2026. Texas Instruments Incorporated (NASDAQ:TXN) designs, manufactures, and sells analog and embedded semiconductors that are the essential building blocks of electronic systems. On June 15, Citi boosted its price recommendation on Texas Instruments […]

The chipmaker's premium price tag melts away when you look a few years out, but that discount depends on a major acceleration in growth.

Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.

Citi sees Texas Instruments as a prime AI infrastructure beneficiary, raising its price target to $345 as the chipmaker positions itself to gain market share.

Texas Instruments' 300-millimeter wafer expansion lifts factory efficiency and margins as demand recovers in industrial and data center markets.

The company famous for putting chips in your phone is quietly building a new business with the world's biggest data centers.

Before the stock took off, the company's overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.

Texas Instruments (NasdaqGS:TXN) reported a 19% year-over-year revenue increase for Q1 2026, indicating a return to growth. Management highlighted broad-based strength in industrial, automotive, and data center demand, supported by rising analog chip orders. A historic peace agreement reopening the Strait of Hormuz is expected to aid industrial and automotive recovery, which are key markets for the company. Guidance has been raised as Texas Instruments ramps advanced manufacturing capacity...

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 […]

TXN, ARCB, PGY, RBB and ETSY have been added to the Zacks Rank #1 (Strong Buy) List on June 16, 2026.

TXN, GIII and TPR made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 16, 2026.

A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, signaling a potential recovery in the industrial and automotive end markets that analog chips are most directly tied to.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.92%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.06%. June E-mini S&P futures (ESM26 ) rose +1.68%, and June E-mini Nasdaq futures...

Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...

After delivering stronger returns than the broader technology sector over the past year, ON Semiconductor continues to garner a moderately bullish outlook from analysts.

The sticker price on this AI chip leader is high, but the real question is whether you believe the growth that makes it cheaper down the road.

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.

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 ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...

Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is available to download here. The Fund focuses on providing investors with global exposure to dividend-paying companies. In Q1 2026, the fund returned was -0.5% (GBP), compared to […]

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...

Analog Devices' communications business is riding on AI and data center demand, with strong growth and record bookings supporting momentum into coming quarters.

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Earlier this month, Texas Instruments introduced the BQ79826Z-Q1, a high‑cell‑count battery monitor with integrated electrochemical impedance spectroscopy for electric vehicles and energy storage systems, aiming to enhance safety, reduce component count and lower system complexity. This launch highlights how TI is tying its analog expertise directly into EV and grid‑scale storage applications, where precise, real‑time cell diagnostics are increasingly critical for both performance and...

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.