Notícias

AI data center revenue surges as manufacturing utilization climbs to 83%.

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

ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.

Moby summary of ON Semiconductor Corporation's Q2 2026 earnings call

The chipmaker beat analyst estimates on both profit and revenue, and now expects its AI data center business to more than double in 2026

September Nasdaq 100 E-Mini futures (NQU26) are up +0.67% this morning, signaling further gains for tech stocks as blockbuster earnings from Palantir Technologies boosted sentiment.

ON Semiconductor (NASDAQ:ON) shares climbed 7. 6% in pre-market trading after the chipmaker reported second-quarter 2026 results that exceeded Wall Street forecasts and issued a stronger-than-expected outlook for the current quarter.

Aug 4 (Reuters) - Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-driven demand, while Middle East developments and U.S. earnings

ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.

onsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year

While most of the company’s chip sales are to the car business, its fastest growing segment is to artificial intelligence data centers.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

MaxLinear (MXL) delivered earnings and revenue surprises of +6.06% and +2.33%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.

The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.

Onsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More ...

Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on...

ON Semiconductor Corporation (NASDAQ:ON) reported quarterly results on Monday that exceeded expectations on both revenue and earnings, while also issuing stronger-than-forecast guidance for the current quarter. Despite this, the stock declined around 4% in premarket trading on Tuesday.

Moby summary of ON Semiconductor Corporation's Q1 2026 earnings call

onsemi (NASDAQ:ON) executives struck an optimistic tone on the company’s first quarter 2026 earnings call, pointing to improving demand signals, accelerating AI data center growth, and continued gross margin expansion as evidence the company has moved past the low point of the current cycle. Presid

Parag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.

ON Semiconductor narrowly tops first-quarter earnings expectations and shares fall amid heightened investor expectations.

Analog chips maker onsemi (NASDAQ:ON) will be reporting earnings this Monday after market hours. Here’s what to expect.