ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.
ON Semiconductor has pulled back sharply while its AI data center business accelerates toward a potential doubling, so the real question is whether the selloff created an opportunity or a warning sign…
Institutional money is quietly rotating out of crowded mega-cap AI trades and into the fabricators and connectors that actually power the hyperscaler buildout. Three under-the-radar stocks are seeing professional positioning surge well…
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
ON Semiconductor has already staged one of the semiconductor sector's wildest comebacks of 2026, but the bigger question is whether the forces driving it are just getting started or already priced in.
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…
