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A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Texas Instruments is back in focus after fair value estimates in one core model shifted from US$298.00 to US$324.45, giving investors a fresh anchor for thinking about upside and downside. That change sits alongside active Street research, where firms are reworking their views on how AI related demand, capacity build out and recent quarterly trends might support updated price targets for the stock. As you read on, you will see how to track these moving pieces and what to watch as the Texas...
JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.
Texas Instruments (TXN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Analog Devices' strong industrial and automotive growth contrasts with Texas Instruments' broader momentum and improving utilization. Which stock has the edge?
Investors need to pay close attention to TXN stock based on the movements in the options market lately.
Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth paying attention to.
We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.
Looking back on analog semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Texas Instruments (NASDAQ:TXN) and its peers.
MCHP's AI and data-center growth prospects support its recovery, but supply constraints, competition and valuation may limit near-term upside.
Analog Devices' (ADI) upbeat remarks around its artificial intelligence data center opportunity are
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic’s early days, […]
The 30-year Treasury touched 5.323%, a 19-year high, before easing to roughly 5.282%, while the 10-year sits at 4.72%. No mainstream dividend equity ETF pays anything close on distribution yield alone. And yet, on the return scoreboard that actually funds retirements, dividend equity has been the surprise story of 2026. Through the August 17 close, ... Dividend Stocks Lost the Yield War But May Still Beat the Market
Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.
Semiconductors are the silicon backbone of the digital revolution. 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 47.4% has outpaced the S&P 500’s 12.9% return.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
A dividend fund built for retirees just outpaced the Nasdaq 100, and the reason behind that reversal is more complicated than a simple value-versus-growth rotation story.
Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]
In August 2026, GE Appliances, a Haier company, announced it had chosen U.S.-manufactured Texas Instruments microcontrollers, Wi‑Fi solutions, and analog components to supply around one-third of the semiconductors for its new Louisville laundry plant, nearly doubling its chip spending with TI. This long-term supply relationship underscores how TI’s U.S. manufacturing footprint and broad analog and embedded portfolio are becoming increasingly important for appliance makers seeking reliable,...
VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.
STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...
CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.
Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.
Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.