Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades…
Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window…
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases…
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the…
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the…
ON Semiconductor (NASDAQ:ON | ON Price Prediction) has staged one of the most aggressive recoveries in the chip sector this year, and our proprietary model still sees room to run. After a…
Vandita Jadeja Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy…
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful…
onsemi (NASDAQ:ON | ON Price Prediction) has staged a remarkable comeback in the semiconductor sector this year, and our proprietary model says the rally has room to run. After bottoming below $41…
Vandita Jadeja Introduction In its Q1 2026 earnings call on May 5, 2026, onsemi (ON) reported financial results reflecting improving conditions following a prolonged semiconductor downturn. The company posted revenue of $1.51 billion, compared…
A major analyst just made the bull case for ON Semiconductor (NASDAQ:ON | ON Price Prediction), and it wasn’t alone. KeyBanc raised its ON Semiconductor stock price target on the chipmaker to…
David Moadel Live Updates onsemi Earnings Coverage Wrap-Up4:47pm ETThat wraps up our initial coverage of onsemi’s Q1 results. Thank you for stopping by! Stay tuned for more updates from management’s earnings call at 5…
Thomas Richmond The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to Texas Instruments (NASDAQ:TXN | TXN Price Prediction) stock as the sector…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading near $201 in mid-morning action on Thursday, down roughly 4% from Wednesday’s close of $209.25. The selling caps a stretch of intense…
