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ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.
Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.
Cirrus Logic (CRUS) stock has fallen about 27% in three months and trades roughly a third below its 52-week high. Investors are weighing a PC year that just got pushed out against a share count that keeps shrinking anyway. The buyback behind that is sturdier than the tape suggests: third in line for the cash, and still comfortably funded.
NXP Semiconductors (NASDAQ:NXPI) is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in security, functional safety, real-time processing and reliability to increasingly intelligent edge devices.
NXP Semiconductors trades at $225.34 per share and has stayed right on track with the overall market, gaining 12.7% over the last six months. At the same time, the S&P 500 has returned 12.7%.
Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected. Shares remained sharply lower following the results, extending a 5.6% regular-session decline as investors weighed margin and memory-supply uncertainty. The results arrived weeks after a report that NXP was in talks to […]
NXP Semiconductors (NXPI) is back in focus after reporting better-than-expected Q2 2026 results and approving a new interim cash dividend of US$1.014 per share for the third quarter. At a share price of US$223.58, NXP Semiconductors has seen the 30 day share price return fall 7.22% and the 90 day share price return fall 30.42%, even though the year to date share price return is slightly positive at 1.04% and the 3 year total shareholder return is 12.35%. This suggests that recent momentum has...
In early August 2026, CELUS announced a partnership with Variscite that embeds Variscite’s NXP-based system-on-module portfolio into the CELUS Design Platform and NXP Block Diagram Designer, aiming to streamline embedded system development for industrial, medical, and IoT applications. A separate August 2026 announcement revealed that NXP’s Trimension NCJ29D6 ultra-wideband chips will be used across BMW’s future vehicle fleet for digital keys and in-cabin presence detection, underlining...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.
NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems.
Key takeawaysAmbarella shares jumped nearly 20 per cent after reports that NXP Semiconductors is considering an acquisition worth more than US$3 billion. The rally lifted Ambarella’s market capitalization to almost US$3.
NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems.
NXP Semiconductors is in talks to buy chip designer Ambarella, the Financial Times reported on Friday, citing people familiar with the matter. Shares of Ambarella, with a market capitalization of $3.25 billion, jumped nearly 17%, while NXP fell over 3% following the report. Here are a few details: • A potential deal could bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella develops low-power AI chips and software for edge devices such as cameras, vehicles and robotics.
NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.
NXP Semiconductors beat estimates for the second quarter and with its guidance. But NXPI stock fell in after-hours trading.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
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.
Over the past six months, NXP Semiconductors has been a great trade, beating the S&P 500 by 19.4%. Its stock price has climbed to $282.96, representing a healthy 27.9% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Institutional investors and hedge funds have recently increased long positions in NXP Semiconductors, NasdaqGS:NXPI. This follows the reopening of key trade routes such as the Strait of Hormuz and improving macroeconomic conditions. Management has outlined plans to resume share buybacks in the upcoming quarter, signaling a renewed focus on shareholder returns. NXP Semiconductors enters this phase of renewed interest with the stock trading around $313.27 and strong multi year returns,...
NXP (NXPI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
The S&P 500 Index ($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...
Does NXP Semiconductors (NXPI) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...
Investors buy the ARK Innovation ETF (NYSEARCA:ARKK) when they want concentrated exposure to disruptive innovation: electric vehicles, genomics, fintech, autonomy, and AI. Cathie Wood’s flagship has headlined the active-growth category for a decade, and it still commands a loyal base. The case for owning it holds. The case for owning something else alongside it, or instead, sharpens ... Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
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