Actualités

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.

MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue growth.

Earlier this month, Analog Devices entered into a new 364-day revolving credit agreement providing up to US$3.00 billion in multicurrency borrowing capacity, with flexible repayment, extension, and term-loan conversion options tied to its debt ratings and customary financial covenants. This expanded liquidity, alongside the planned Empower Semiconductor acquisition for AI power technologies, underpins Analog Devices’ ability to fund growth across Industrial and AI data center markets while...

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery shaping their outlooks.

NVIDIA, Oracle and Analog Devices headline Zacks' top analyst reports, highlighting AI, cloud and semiconductor trends shaping their outlooks.

STMicroelectronics and Analog Devices are expanding AI, automotive and industrial chip offerings as semiconductor demand continues to grow.

TXN's lower 2026 capital spending is likely to lift free cash flow and expand flexibility for dividends, buybacks and future growth.

onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.

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 closes.

DOCU's recurring subscription revenues, eSignature growth and tech partnerships support its outlook despite liquidity and pricing risks.

The latest trading day saw Analog Devices (ADI) settling at $393.64, representing a +2.14% change from its previous close.

VICR's expanding licensing strategy could unlock recurring royalty income as AI power demands grow, adding a scalable revenue stream beyond hardware sales.

The chipmaker signaled a major turn in its business, and the market bought it. Now comes the hard part: proving the rally can last.

Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and […]

Analog Devices (ADI) has secured a new 364 day revolving credit facility of up to US$3.0b. This adds flexible funding capacity that could influence how you think about the stock’s balance sheet and capital allocation. See our latest analysis for Analog Devices. Recent trading has cooled after a strong run, with Analog Devices’ share price down 2.52% over the last session and 5.57% over 30 days. At the same time, the 90 day share price return of 9.48% and 1 year total shareholder return of...

Analog Devices (ADI) concluded the recent trading session at $379.03, signifying a -2.52% move from its prior day's close.

MCHP is poised to benefit from mixed-signal MCU demand as industrial, auto, aerospace and data center markets recover and bookings strengthen.

Monolithic Power is expanding in the consumer electronics semiconductors market as demand rises for energy-efficient devices, faster charging and advanced power-management solutions.

Monolithic Power surges 40.4% in six months as AI servers, automotive and networking demand fuel growth, but can momentum outweigh valuation and market risks?

AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

VICR's AI power delivery momentum, expanding licensing business and capacity growth support its long-term outlook despite its sharp share rally.

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

With a short percentage of shares outstanding of 2.47%, Analog Devices, Inc. (NASDAQ:ADI) is among the 7 Best Battery Technology Stocks to Buy for Grid Storage. On June 29, Cantor Fitzgerald raised its price target on Analog Devices, Inc. (NASDAQ:ADI) to $550 from $510 while maintaining an Overweight rating on the shares. The firm cited the accelerating […]

CMI, ADI, WYY, BBCP and YOU have been added to the Zacks Rank #1 (Strong Buy) List on July 2, 2026.