
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Texas Instruments hikes prices as chip demand strengthens, adding a new lever for revenues and margins as unit volumes drive near-term growth.

Analog Devices (ADI) agreed to acquire Alif Semiconductor in a $1.35 billion all-cash deal that will

The latest trading day saw ON Semiconductor Corp. (ON) settling at $71.08, representing a -4.44% change from its previous close.

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

onsemi (NASDAQ:ON) executives said demand conditions have improved across the company’s end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth. Speaking at the Deutsche Bank Technol

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.
Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

Options traders have also been betting on more upside

ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...

Synaptics Inc (NASDAQ:SYNA) shares are up during Friday’s premarket session, trading higher by almost 2% as the company announced a transition in its executive leadership. The stock’s movement comes in tandem with a broader positive sentiment in the market, with S&P 500 futures gaining 0.4%. CFO Transition Synaptics CFO Ken Rizvi has resigned effective immediately to pursue another opportunity. He will remain as an adviser through September 30, 2026, to support the transition. The company will n

MCHP's AI and data-center growth prospects support its recovery, but supply constraints, competition and valuation may limit near-term upside.

Wolfspeed is cratering after a brutal earnings miss, yet the stock still sits near its best levels in months. Here is why traders are treating the selloff as a company problem rather than a warning sign for the whole chip sector.

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

onsemi (NASDAQ:ON) executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers. Speaking at a KeyBanc Capital Markets event, President and CEO Hassane El-Khoury said th

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.