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MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.

Two distinct chip cycles are strengthening at once

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

Data center revenue doubled, but soft guidance spooked Wall Street.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

MCHP's Hailo acquisition expands its edge AI portfolio across robotics, vision and embedded systems while boosting software reach and growth prospects.

TXN posted strong Q2 2026 results as AI-driven demand, expanding margins and upbeat guidance strengthen its momentum outlook.

Texas Instruments (TXN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Texas Instruments' stronger margins, cash generation and 2026 growth outlook outweigh ON Semiconductor's cheaper valuation, making it the better semiconductor buy.

COCO, TXN and SIG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 27, 2026.

JAKK, TXN and SIG made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 27, 2026.

Texas Instruments generated strong free cash flow (FCF) and FCF margins on higher revenue in Q2. That implies that TXN stock could be worth 21% to 46% more. Shorting TXN puts is attractive to value investors.

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.

Texas Instruments earnings event and why it matters Texas Instruments (TXN) has just reported second quarter 2026 results, with sales of US$5,463 million and net income of US$1,980 million, putting the stock firmly in focus for earnings driven investors. See our latest analysis for Texas Instruments. The earnings beat and higher guidance come after a strong run in Texas Instruments’ share price, with a year to date share price return of 65.72% and a 1 year total shareholder return of 62.38%...

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.

AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.

Texas Instruments (NASDAQ:TXN) reported better-than-expected second-quarter earnings and issued guidance that exceeded Wall Street forecasts, but investors responded cautiously, sending the stock more than 5% lower in premarket trading. The decline highlighted the increasingly high expectations surrounding semiconductor companies, where even strong financial performance may not be enough to support further gains after an extended rally.

Texas Instruments (TXN) delivered earnings and revenue surprises of +12.04% and +4.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Texas Instruments Incorporated delivered a sweeping second-quarter beat and issued a third-quarter outlook well above Wall Street estimates, yet its shares dipped 3.3% in after-hours trading. The paradox highlights an increasingly demanding environment for chipmakers, where robust fundamental performance can trigger profit-taking if market expectations and valuations are already elevated. The Dallas-based analog semiconductor giant reported second-quarter revenue of $5.46 billio

(Updates with market moves at the end of the day.) US equity benchmarks ended mostly lower Wednes

Ten dividend stocks all hit their ex-dates in the same four-day stretch, but missing even one buy-by deadline locks you out of the payment entirely. The yields, payout coverage, and last-day-to-buy deadlines vary widely across these names.

Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.

Tesla, Alphabet, IBM, Texas Instruments, and Intel headline a pivotal earnings week as weakening technical signals suggest the tech rally may need time to consolidate.

Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.

Wall Street is coming into a busy week of earnings with high expectations.

US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day. Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week...

Texas Instruments is poised for a Q2 earnings beat as analog and embedded chip demand rises, led by industrial, data center and automotive strength.

TXN, JPM and GS made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 17, 2026.