
Most beginners chase the highest yield they can find and end up owning a ticking time bomb. One fund built around a completely different logic has quietly turned $2,000 starting positions into compounding income machines for over a decade.
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Most beginners chase the highest yield they can find and end up owning a ticking time bomb. One fund built around a completely different logic has quietly turned $2,000 starting positions into compounding income machines for over a decade.

Zacks.com users have recently been watching Texas Instruments (TXN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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...

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.

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.

Texas Instruments and Broadcom both raise their dividends every year, but the gap between their yields and growth trajectories forces a choice that retirement investors rarely think through carefully enough.

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

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.

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.

MCHP gains 17% YTD as demand, inventory normalization and data-center growth improve, but supply, debt and valuation risks remain.

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 […]

The average brokerage recommendation (ABR) for Texas Instruments (TXN) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

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.

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.


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.

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.

Texas Instruments (TXN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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...

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.

A biopharma giant, a chip maker, a delivery network, a trash hauler, and an oncology powerhouse walk into the same portfolio for one reason, and it has nothing to do with chasing the highest yield.

ON Semiconductor (ON) stock trades near $67, about 50% below its 52-week high. It lost 43.7% over the trailing three months, ending with a 9.0% fall on September 16. Yet it is still up 38.4% over the trailing twelve months, against 15.5% for the S&P 500. The company's latest results show a business still shrinking but recovering, not one in trouble.

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...

Microchip Technology expands its edge-AI push as AnalogAI adopts SST's memBrain SAGE IP for ultra-low-power processors in robots, drones and vehicles.

AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.

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 […]

Texas Instruments (TXN) closed the most recent trading day at $260.62, moving 1.07% from the previous trading session.

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Applied Materials (AMAT) has fallen about 21% from its August high, and the question is whether to buy it. Its own history says dips this size have usually been worth buying, and its valuation argues the other way. The history is specific, so start there.
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