The 300mm payoff is finally showing up in the margin line: operating income jumped 73% year over year, with revenue beating consensus. Management guided fourth-quarter EPS to $2.45 to $2.79, keeping the industrial, automotive and data center momentum intact.
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ON Semiconductor Falls 5%, NXP Semiconductors Drops 4% as Soft Guidance Revives Auto Chip Worries; Skyworks Ticks Up, Qualcomm and Texas Instruments Dip
Handset-focused peers are a mixed bag today, it seems. Soft guidance from NXP Semiconductors (NASDAQ:NXPI | NXPI Price Prediction) is hitting the chipmakers most tied to the auto industry. ON Semiconductor (NASDAQ:ON)…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Enphase Energy, F5, Marvell Technology, MSG Rangers, Pentair, Silicon Motion Technology, Spotify Technology, Texas Instruments, Whirlpool, and More
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
Texas Instruments Raised Its Dividend Again. Can Analog Chips Keep Funding It?
Texas Instruments just hiked its dividend for the 23rd straight year, but the cash funding that raise comes with some strings attached that every income investor needs to understand before celebrating.
5 High-Yield Dividend Stocks Going Ex-Dividend Next Week. Don’t Miss the Dates
Five dividend stocks go ex-dividend next week, and missing the cutoff by even one day forfeits the payment entirely. Two of them carry yields above 16%, but their coverage numbers tell a…
Tesla Will Make Millions of Optimus Robots. Texas Instruments Can Get Paid on Every One
Tesla just started rolling humanoid robots off its Fremont production line, and a chip company that never mentioned Tesla by name may be positioned to collect a toll on every single one…
SCHD’s Price May Be Soaring, but Its Dividend Isn’t Keeping Up
SCHD has rewarded investors with soaring returns, but the income side of the story tells a very different tale. Find out why the fund's top holdings may be quietly working against the…
Texas Instruments Just Guided Above Wall Street as AI Demand Spills Into Analog
Texas Instruments just guided above what Wall Street expected, and the reason involves a corner of AI spending most investors overlook entirely. Whether the stock can hold its premium valuation depends on…
Forget Stock Picking: The $100B Dividend ETF Retirees Are Buying Instead
One of SCHD's top four holdings is paying out nearly everything it earns as a dividend, and retirees need to know whether that payout is a ticking clock or a sign of…
4 Dividend Stocks Yielding 2% to 6.66%. Here’s What You Give Up for More Income
Moving up the dividend yield ladder from a chipmaker near 2% to a package carrier above 6% sounds like a straightforward trade, but each step strips away something you probably assumed you…
Texas Instruments and Lam Research Report Earnings: AI Equipment Boom Meets Analog Rebound
Lam Research and Texas Instruments both report after the close on Wednesday, and each faces a different kind of pressure: one must prove AI equipment demand is still accelerating, while the other…
These 3 Chip Giants Turn Massive Cash Flow Into Growing Dividends
Most income investors write off chipmakers the moment they see the yield, but a handful of semiconductor companies have been quietly compounding their payouts through recessions, factory buildouts, and market downturns in…
Apple’s iPhone Duo Sold Out In Minutes. The Last Time Apple Reinvented The Phone, One Apple Supplier’s Stock Soared About 1,200% In A Decade
Although Wall Street spent much of October worrying about a tech slump, Apple (NASDAQ:AAPL | AAPL Price Prediction) stock pushed to new highs as its first foldable phone arrived. Apple opened worldwide…
ON Could Be One of the Semiconductor Sector’s Biggest Comeback Stories
ON Semiconductor crashed hard in 2025, but the numbers coming out of its latest quarter tell a very different story, and the question now is whether the market has fully caught on…
How Much More Dividend Income a Roth IRA Keeps on a Half-Million-Dollar Portfolio
Six dividend stocks in a $500,000 portfolio sound like a solid income plan, but where you hold them decides how much of that income you actually keep, and the difference compounds into…
Wolfspeed Soars 14% on $1.5B Conditional Department of War Loan Commitment; On Semiconductor and Texas Instruments Slip
A conditional federal financing commitment is drawing heavy buying into Wolfspeed (NYSE:WOLF | WOLF Price Prediction), while larger power chipmakers drift lower with the rest of the semiconductor group. Wolfspeed stock is…