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.

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.