News

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

GlobalFoundries recently announced a long-term manufacturing agreement with Monolithic Power Systems to deploy MPS’s proprietary power process technology at its 300mm Singapore fab, expanding capacity for next-generation automotive, industrial robotics, AI and cloud power solutions from early 2027, while Monolithic Power Systems also affirmed a third-quarter dividend of US$2.00 per share payable on October 15, 2026. This combination of expanded outsourced manufacturing capacity and continued...

Tom Yeung here with your weekly Sunday Digest. In March 2025, I recommended three blue-chip companies to buy for the AI Revolution: Monolithic Power Systems Inc. (MPWR), a leader in power management chips for AI devices. Workday Inc. (WDAY), an AI-enhanced cloud-based HR platform. Xometry Inc. (XMTR), a marketplace for AI-powered manufacturing. The trio has since performed exceptionally well, which isn’t surprising given that we’re in the middle of the AI Revolution. Despite a pullback in Workda

Monolithic Power Systems has lagged behind other semiconductor stocks, yet analysts remain highly optimistic about the stock’s outlook.

MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

This is a year of concentrated hyper-growth for Monolithic Power Systems. The company is fueling data centers while accelerating its transition from a chip supplier into a full solutions provider.

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

Let’s dig into the relative performance of Monolithic Power Systems (NASDAQ:MPWR) and its peers as we unravel the now-completed Q2 analog semiconductors earnings season.

Nvidia's results, inflation data and central-bank decisions set up a pivotal week as markets weigh AI demand, rates and bond-market jitters.

Monolithic Power’s outperformance has been hard to miss, and analyst sentiment remains decidedly favorable.

Monolithic Power Systems has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.8% to $1,307 per share while the index has gained 12.7%.

Monolithic Power Systems has delivered a very strong 186.1% total return over the past five years, yet its current checks lean expensive and raise questions about how much optimism is already in the share price. Over the last 5 years, Monolithic Power Systems has returned 186.1%, which puts recent valuation concerns in the context of a long period of strong shareholder gains. Investor expectations for AI related data center and storage demand can support optimistic assumptions for future...

In recent days, Monolithic Power Systems reported stronger demand for its power-management chips tied to AI data centers, raised its full-year enterprise data growth target, and attracted fresh analyst coverage highlighting its AI exposure. These developments, alongside a short-term bullish trading signal and continued insider share ownership after a small sale, suggest investors see the company as a key beneficiary of increasingly power-hungry AI hardware. Next, we’ll examine how Monolithic...

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Monolithic Power Systems is benefiting from surging AI demand, while Las Vegas Sands faces earnings pressure and a prolonged downtrend.

Strong growth has been driven by higher sales of power management solutions for AI and server applications, keeping the stock's EPS outlook bullish.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.

Monolithic Power Systems (NasdaqGS:MPWR) is scheduled to present at the Future of Memory and Storage 2026 conference. The FMS 2026 event focuses on advances in memory and storage technologies for data centers and related infrastructure. The company is expected to outline its latest work in power solutions for high performance computing and storage applications. Analysts and investors will be watching for clues on Monolithic Power Systems product roadmap and areas of R&D focus. Consider...

Enterprise data revenue surged 45% sequentially as AI and server demand accelerated.

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Monolithic Power Systems (NASDAQ:MPWR) reported record second-quarter revenue of $981 million, up 22% sequentially and 48% from a year earlier, as growth across its end markets was led by enterprise data and communications. VP of Finance Tony Balow said enterprise data revenue increased 45% from th

Monolithic Power highlights accelerating AI infrastructure demand, capacity expansion and broader solutions as data center growth drives momentum.

Monolithic Power Systems Inc (MPWR) posts record Q2 revenue of $981 million, up 48% year-over-year, and raises full-year enterprise data growth outlook to 130%.

Monolithic Power Systems earnings spark fresh interest in the stock Monolithic Power Systems (MPWR) has drawn fresh attention after reporting second quarter 2026 results, with sales of US$980.64 million and net income of US$257.3 million, compared with the same period a year ago. See our latest analysis for Monolithic Power Systems. Monolithic Power Systems shares closed at US$1,316.18 after the results, with a 1 day share price return of 5.4% but a 90 day share price return that is down...