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Does Texas Instruments' (TXN) Richer Dividend Signal Enduring Strength in Its Cash-Heavy Business Model?
Simply Wall St.23h agoneutral
Does Texas Instruments' (TXN) Richer Dividend Signal Enduring Strength in Its Cash-Heavy Business Model?

Texas Instruments recently approved a 7% increase in its quarterly cash dividend to US$1.52 per share, or US$6.08 annualized, payable on November 10, 2026 to shareholders of record on October 30, 2026, marking 23 consecutive years of dividend raises. This latest dividend hike underscores management’s emphasis on returning all free cash flow to shareholders over time, reinforcing Texas Instruments’ identity as a cash-generative analog and embedded semiconductor producer with a long-running...

Own ON Semiconductor For AI Power, Or Own Micron's Contracts?
Trefis1d agoneutral
Own ON Semiconductor For AI Power, Or Own Micron's Contracts?

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

How Far Can Applied Materials Stock Move On You In A Year?
Trefis1d agoneutral
How Far Can Applied Materials Stock Move On You In A Year?

Applied Materials (AMAT) trades at about $472 today. Over roughly the coming twelve months, the options market prices a two-thirds-likely band for the stock, from a floor near $270 to a ceiling near $827. That band is the number a holder should be working with. It prices how far the stock can travel, never which way.

Is Vicor Stock Worth Buying Before Its Second Fab Exists?
Trefis2d agobullish
Is Vicor Stock Worth Buying Before Its Second Fab Exists?

Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.

What Are AMAT Stock Bears Missing?
Trefis2d agobearish
What Are AMAT Stock Bears Missing?

Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factory spending. The stock is down 27% over the past three months. So how large is the services business.

AI infrastructure Boom Fuels Texas Instruments’ (TXN) Rally
Insider Monkey2d agobullish
AI infrastructure Boom Fuels Texas Instruments’ (TXN) Rally

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”. The letter can be downloaded here. Second-quarter indices signaled a broadening market, but strong performance was mainly focused on a limited range of technology infrastructure and semiconductor stocks. The strategy returned 12.32% in the quarter, underperforming the […]

Why Did Vicor Stock Jump Before It Raised Its Outlook?
Trefis2d agobullish
Why Did Vicor Stock Jump Before It Raised Its Outlook?

Vicor (VICR) stock gained 21.2% in the week to Monday, Sep 21, while the S&P 500 rose 1.9%. The spark was a new license for its AI power technology. The company said what that license adds to its sales only after Monday's close, when it raised its revenue outlook. So the shares paid for the deal before Vicor put a number on it.

Can Cars And Data Centers Carry Qualcomm Stock Past Apple?
Trefis3d agoneutral
Can Cars And Data Centers Carry Qualcomm Stock Past Apple?

Qualcomm (QCOM) stock is up about 37% over the past six months, even after falling 21% over the past three. The case for the next leg rests outside phones, where management expects growth fast enough to cover a shrinking Apple business. The first real test arrives in the December quarter, when management expects its two custom data center wins to start producing revenue.

3 Volatile Stocks with Warning Signs
StockStory3d agoneutral
3 Volatile Stocks with Warning Signs

A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

Stocks Waver as Bond Yields Climb
Barchart6d agoneutral
Stocks Waver as Bond Yields Climb

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

What Needs To Be True To Buy Qualcomm Stock Now?
Trefis6d agobullish
What Needs To Be True To Buy Qualcomm Stock Now?

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Texas Instruments (TXN) Faces A Valuation Split, Is The Stock Still Undervalued?
Simply Wall St.7d agoneutral
Texas Instruments (TXN) Faces A Valuation Split, Is The Stock Still Undervalued?

Texas Instruments (TXN) slipped 1.07% in the latest session, trailing broader indices as attention shifts to its next earnings report and what it might reveal about demand across industrial, automotive, and data center markets. Over the past few months, momentum in Texas Instruments has cooled, with the share price down 7.86% over 30 days and 19.26% over 90 days, even though the year-to-date share price return of 46.84% and 1-year total shareholder return of 48.32% still reflect a strong...

Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates
Insider Monkey7d agoneutral
Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street Hesitates

On August 11, Silicon Labs (NASDAQ:SLAB) reported second-quarter results for the period ended July 4, posting revenue of $228 million, up 18% from a year earlier. The wireless chip maker swung from a wide non-GAAP loss to $0.71 in non-GAAP earnings per share, a jump of 545% over the same quarter last year. That combination […]