Notícias

Semtech (SMTC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

AI infrastructure is suddenly geopolitical, not just technological, after a Trump–Xi meeting put the AI race and chip policy in the spotlight. That kind of headline risk and potential rulebook change can reshape which AI and semiconductor stocks thrive and which struggle, creating real FOMO for investors who ignore it. This article breaks down 3 US-listed AI infrastructure and semiconductor leaders that look especially exposed to this news shock. The three stocks highlighted below are only a...

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.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

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.

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

Analog Devices (NASDAQ:ADI) Chief Financial Officer Rich Puccio said the company expects demand strength across its portfolio to support double-digit growth into fiscal 2027, citing broad-based recovery in industrial markets alongside continued momentum in data centers, aerospace and defense, and au

Procter & Gamble, Sandisk and Analog Devices headline Zacks research, with AI demand, innovation and operational gains shaping their outlooks.

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.

Procter & Gamble, Sandisk and Analog Devices highlight strong brands, AI demand and recovery trends, while key risks could shape their outlook.

On September 9, 2026, Analog Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments. It adds Alif’s low-power, AI-native microcontrollers and fusion processors to ADI’s portfolio of sensing, signal-processing and power-management technology. ADI CEO Vincent Roche described the deal as […]

Analog Devices (ADI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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...

ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.

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.

Analog Devices' Industrial segment surges 53% year over year in fiscal Q3 2026, but intense competition and inventory trends could shape its next phase.

In September 2026, Analog Devices announced it had worked with Cadence’s Tensilica IP Group to create the new SHARC-FX automotive audio processors for its ADSP-SC84x/2184x platform, moving to 16nm technology and adding enhanced AI, audio, and security capabilities for software-defined vehicles. This collaboration extends Cadence’s DSP architecture deeper into automotive edge compute, aligning its IP business with emerging in-cabin AI audio and voice applications. Next, we’ll examine how...

Cadence Design Systems (NasdaqGS:CDNS) is working with Analog Devices on new SHARC-FX automotive audio processors with AI and machine learning features. The SHARC-FX platform targets in-car audio and voice processing for software-defined vehicles that rely on real-time signal processing. The collaboration combines Cadence DSP core technology with Analog Devices hardware to support complex audio workloads in next-generation car architectures. The SHARC-FX automotive audio AI partnership is...

Funds focusing on low-volatility strategies can hold up well as investors fret about rising rates and AI jitters.

Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.

Cirrus Logic (CRUS) stock has fallen about 27% in three months and trades roughly a third below its 52-week high. Investors are weighing a PC year that just got pushed out against a share count that keeps shrinking anyway. The buyback behind that is sturdier than the tape suggests: third in line for the cash, and still comfortably funded.

Analog Devices recently reported that its Communications segment revenues have risen sharply, driven by past surging AI data center demand for its optical, power, and connectivity products, with data center customers now accounting for 80% of that segment’s sales. The company also highlighted that optical circuit switching is projected internally to double in fiscal 2026 and keep expanding in 2027, while the acquisition of Empower Semiconductor is intended to strengthen its position in...

Texas Instruments (NASDAQ:TXN) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging its own chip sector. The gain puts Texas Instruments among the year’s strongest large-cap analog winners, even after a soft Monday session in the semiconductor group. The […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

Analog Devices just spent up to $200 million to put AI decision-making inside robots and pacemakers, bypassing the cloud entirely. Whether that bet makes ADI the next great AI hardware winner depends on a market most investors have never thought about.

MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

Texas Instruments hikes prices as chip demand strengthens, adding a new lever for revenues and margins as unit volumes drive near-term growth.