Analog Devices' strong industrial and automotive growth contrasts with Texas Instruments' broader momentum and improving utilization. Which stock has the edge?

Investors need to pay close attention to TXN stock based on the movements in the options market lately.

Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth paying attention to.

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.

Looking back on analog semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Texas Instruments (NASDAQ:TXN) and its peers.

MCHP's AI and data-center growth prospects support its recovery, but supply constraints, competition and valuation may limit near-term upside.

Analog Devices' (ADI) upbeat remarks around its artificial intelligence data center opportunity are

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic’s early days, […]

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Treasury yields just hit a 19-year high, making dividend stocks look like a losing bet on paper. What actually happened to retirement portfolios in 2026 tells a completely different story.

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

Semiconductors are the silicon backbone of the digital revolution. 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 47.4% has outpaced the S&P 500’s 12.9% return.

A dividend fund built for retirees just outpaced the Nasdaq 100, and the reason behind that reversal is more complicated than a simple value-versus-growth rotation story.

Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded here. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by AI infrastructure spending […]

In August 2026, GE Appliances, a Haier company, announced it had chosen U.S.-manufactured Texas Instruments microcontrollers, Wi‑Fi solutions, and analog components to supply around one-third of the semiconductors for its new Louisville laundry plant, nearly doubling its chip spending with TI. This long-term supply relationship underscores how TI’s U.S. manufacturing footprint and broad analog and embedded portfolio are becoming increasingly important for appliance makers seeking reliable,...

VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.

One company is generating substantial free cash flow and returning billions to shareholders. The other is still working toward its first profitable year. The risk profiles could not be more different.

The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

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.

The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand.

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.

NXP Semiconductors says its auto business is a unique growth story, but on its latest earnings call, analysts kept asking why it looks so different from its peers.

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

GE Appliances’ decision to source one third of the chips for its new Kentucky laundry plant from Texas Instruments (TXN) puts fresh attention on the stock. The agreement nearly doubles GE Appliances’ spending with TI. See our latest analysis for Texas Instruments. Texas Instruments’ recent agreement with GE Appliances comes at a time when the stock has a year to date share price return of 57.98%, while the 1 year total shareholder return is 56.61%. This is supported by a 79.25% total...

Texas Instruments stock has delivered a strong 79.2% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than as a clear bargain. Over the past three years, Texas Instruments has returned 79.2%. This puts extra focus on whether the recent share price is now running ahead of what the fundamentals support. The new GE Appliances agreement to source a...

The quarter beat and the outlook went up. The stock still swings, because the fastest-growing part of this foundry is also its smallest.

A top Wall Street analyst slapped a Street-high price target on NXP Semiconductors just as the stock cratered 20% in a single month, and the gap between his conviction and the market's fear has rarely looked this wide in large-cap chips.

The appliance manufacturer aims to maintain continuity of supply by increasing its spend with the semiconductor company, an executive told Supply Chain Dive.

A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street’s expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst Tristan Gerra grew more constructive on the fundamentals, raising his price […]

Chevron's West Texas data center deal with Microsoft may jumpstart a new Big Ol and AI trend.

Here is a way to get paid a meaningful income now on TE Connectivity shares you already own, an income you keep no matter what, in exchange for capping your gains at a higher price.

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

Sandisk Triggers AI Chip Selloff With Weak Outlook

ASMIY, NTRS, TXN, CTO and ING have been added to the Zacks Rank #1 (Strong Buy) List on August 6th, 2026.

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 worth heeding.

Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish on the stock.

GE Appliances has announced plans to integrate Texas Instruments semiconductors into its next generation of connected appliances manufactured in the U.S. Texas Instruments will supply microcontrollers and connectivity solutions that sit at the core of GE Appliances' smart home product lineup. The collaboration focuses on U.S. based production and reflects growing demand for reliable IoT hardware in large scale consumer products. For investors tracking Texas Instruments, ticker NasdaqGS:TXN,...

TXN should benefit from the continued, solid growth of data centers and automotive software.