News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
NVDA's $12.9 billion Hugging Face deal expands its AI reach into open-source models, developers and software while boosting demand for computing.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.
Applied Materials (AMAT) stock has returned about 180% over the past year, against roughly a fifth for the S&P 500. Nothing in the trailing revenue looks like that. Revenue over the trailing twelve months grew 7.8%. What re-rated the shares was a forecast management raised twice between February and August, and the reason that forecast kept rising is the part worth knowing.
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]
Although one of the more important “backstage” plays for the AI boom, TXN stock has recently fallen off, potentially setting up a contrarian trade.
TXN's premium valuation is backed by accelerating earnings, AI infrastructure growth, strong cash flow and manufacturing investments.
Texas Instruments (TXN) is back on investors’ radar after a 3.3% share price drop, tied to surging crude oil prices and higher Treasury yields, which have raised concerns about inflation and borrowing costs. Over the past few months, Texas Instruments’ share price has given back some momentum, with a 30 day share price return of 5.29% and a 90 day share price return of 16.56% as higher yields and energy costs have weighed on sentiment. Yet the year to date share price return of 43.53% and 1...
These top semiconductor stocks are both yielding about 2.2%.
A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs.
Despite Texas Instruments' outperformance relative to its industry peers over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
VICR's $380M backlog and surging ATE demand support growth, but rising pressure from Analog Devices and Texas Instruments clouds the outlook.
SCHD just delivered a return most dividend investors spend a decade waiting for, and that success created a problem nobody predicted. Whether fresh money belongs in the fund right now depends on a tradeoff that long-term holders never had to face.
Realty Income is a reliable dividend payer and more innovative than you may realize.
The options market prices a range just over a year out for the stock running from far below today's price to far above it, and that width is the risk an investor already owns.
Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
Texas Instruments (TXN) closed at $266.54 in the latest trading session, marking a +1.82% move from the prior day.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
Texas Instruments has delivered a strong share price run over the past few years, yet the valuation signals are not fully aligned. The intrinsic value estimate based on a Discounted Cash Flow (DCF) view points to a price that is close to fair, while market multiples suggest the stock trades at a premium. Texas Instruments has returned 68.5% over the past 3 years, which puts extra focus on whether the current price still leaves room for an appealing long term outcome. The company’s long lived...
Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.
Vicor's Gen 2 VPD targets higher AI power density, while licensing, customer programs and added capacity could expand its data-center opportunity.