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

SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.

MCHP's stronger earnings momentum, higher margins, expanding AI exposure and lower valuation make it the better semiconductor stock to buy.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.

FTSE 100 down 10 points to 10,707 Brent oil hits $98 a barrel Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell provide updates 9.44am: Market analysis Oil prices are up 4.2% this morning now, with Brent crude at $98 a barrel. The big $100 level is looming now, says market analyst...

Earlier in July, Microchip Technology expanded its industrial and AI-focused portfolio by launching the PD-9601GCI industrial-grade Power over Ethernet midspan and releasing the VectorBlox 3.0 SDK to simplify FPGA-based AI deployment on its PolarFire platforms. These additions highlight Microchip’s push into rugged industrial automation and efficient edge AI, aiming to make complex connected systems easier to power, deploy and manage. We’ll now examine how Microchip’s new industrial PoE...

Microchip Technology is scheduled to post its first-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.

Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how you think about buying this dip.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

Microchip Tech (MCHP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand. June core CPI printed flat month-over-month (2.6% year-over-year versus a 2.9% forecast), reopening the door to a friendlier interest rate environment.

onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window closes.

Texas Instruments' embedded processing unit posts 12% revenue growth as industrial demand improves, but can the rebound hold amid uneven markets?

Microchip Technology (MCHP) is back in focus after a series of index changes and a move to make key MPLAB XC Pro compilers and its machine learning development suite available to developers at no cost. See our latest analysis for Microchip Technology. The index reshuffle into several Russell growth benchmarks and the free access to MPLAB tools has coincided with a 23.34% 90 day share price return and a 35.72% year to date share price return. The 1 year total shareholder return is 20.74%,...

Microchip Technology stock has delivered a 32.5% gain over the past five years, yet the current valuation picture is pulled in two directions, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples still screen as supportive. A 32.5% total return over five years suggests Microchip Technology has rewarded patient shareholders and raises the question of how much of that performance is now reflected in the price. New products in areas such...

Microchip Technology (NasdaqGS:MCHP) has made its MPLAB XC Pro Compilers available free of charge. The company has also removed licensing costs for its MPLAB Machine Learning Development Suite. This change opens access to advanced optimization and embedded ML tools for a wider pool of developers. Microchip Technology, a major supplier of microcontrollers and related development tools, sits at the intersection of embedded computing and connected devices. As more products from industrial...

Analysts have lifted their modelled fair value for Microchip Technology from US$86.67 to US$112.96, resetting the price anchor they use to frame the stock. The move comes as research teams weigh the company’s latest disclosures, including the new data center revenue breakout, recent pricing actions, and a wave of higher targets that mix optimism with caution. In the sections ahead, you will see how these shifting price targets fit into the broader Microchip Technology narrative and what to...

AI infrastructure demand is driving semiconductor opportunities, with five chipmakers highlighted for growth across connectivity, power and advanced packaging.

The chipmaker signaled a major turn in its business, and the market bought it. Now comes the hard part: proving the rally can last.

MCHP is poised to benefit from mixed-signal MCU demand as industrial, auto, aerospace and data center markets recover and bookings strengthen.

Monolithic Power is expanding in the consumer electronics semiconductors market as demand rises for energy-efficient devices, faster charging and advanced power-management solutions.

Monolithic Power surges 40.4% in six months as AI servers, automotive and networking demand fuel growth, but can momentum outweigh valuation and market risks?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...