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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Skyworks Chair: It Will Be a While Before This Cycle Ends
Bloomberg21d agoneutralVIDEO
Skyworks Chair: It Will Be a While Before This Cycle Ends

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

Insider Monkey23d agoneutral
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth
MarketBeat28d agoneutral
onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth

onsemi (NASDAQ:ON) executives said demand conditions have improved across the company’s end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth. Speaking at the Deutsche Bank Technol

ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build
Simply Wall St.33d agobullish
ON Semiconductor (ON) Stock May Be 2% Undervalued As AI Data Center Wins Build

ON Semiconductor stock has delivered a 63.1% return over the past five years, yet current checks point to a company that looks roughly in line with its estimated worth based on a Discounted Cash Flow (DCF) model, while market multiples lean on the expensive side. After a strong run into 2026 and a recent pullback, the valuation signals are mixed rather than clearly cheap or clearly stretched. Over the last five years, ON Semiconductor has returned 63.1%, which puts recent share price...

Synaptics CFO Resigns, Company Skips Successor Search Before Merger
Benzinga34d agoneutral
Synaptics CFO Resigns, Company Skips Successor Search Before Merger

Synaptics Inc (NASDAQ:SYNA) shares are up during Friday’s premarket session, trading higher by almost 2% as the company announced a transition in its executive leadership. The stock’s movement comes in tandem with a broader positive sentiment in the market, with S&P 500 futures gaining 0.4%. CFO Transition Synaptics CFO Ken Rizvi has resigned effective immediately to pursue another opportunity. He will remain as an adviser through September 30, 2026, to support the transition. The company will n

Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals
24/7 Wall St.38d agobullish
Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double
MarketBeat39d agoneutral
onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double

onsemi (NASDAQ:ON) executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers. Speaking at a KeyBanc Capital Markets event, President and CEO Hassane El-Khoury said th

1 Semiconductor Stock on Our Buy List and 2 We Brush Off
StockStory41d agobullish
1 Semiconductor Stock on Our Buy List and 2 We Brush Off

Semiconductors are the picks and shovels of modern technology. 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 46.5% has outpaced the S&P 500’s 13.5% return.

Why I’ve Begun Accumulating ON Semiconductor
24/7 Wall St.41d agoneutral
Why I’ve Begun Accumulating ON Semiconductor

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

3 Reasons to Avoid ON and 1 Stock to Buy Instead
StockStory43d agobullish
3 Reasons to Avoid ON and 1 Stock to Buy Instead

Over the past six months, onsemi has been a great trade, beating the S&P 500 by 9.6%. Its stock price has climbed to $81.31, representing a healthy 20.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?
Simply Wall St.44d agobullish
ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment alongside updated revenue and earnings expectations for the months ahead. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price closed at US$81.11 after the results, with a 1 day share price return of 1.67%, while the 30 day share price return is down 15.48%. Even so, momentum over a longer horizon remains strong,...