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Investing.com51d agoneutral
Onsemi bets on physical AI with $7 billion Synaptics acquisition

Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intelligent systems and strengthening its position in emerging Physical AI applications.

Onsemi to buy Synaptics in $7 billion all-stock deal
Reuters51d agobullish
Onsemi to buy Synaptics in $7 billion all-stock deal

Onsemi said on Thursday it had agreed to ‌acquire Synaptics in an all-stock ‌deal valued at about $7 billion, potentially broadening ​the chipmaker's presence in the fast-growing market for AI-enabled devices Shares of Onsemi fell about 7.4% ‌in extended ⁠trading, while those of Synaptics were down 0.5%. Under the ⁠terms of the agreement, Synaptics shareholders will receive 1.350 ​shares of ​onsemi common ​stock for each ‌Synaptics share. This exchange ratio represents a 19% premium based on the 10-day volume-weighted average closing prices of both companies' stocks.

onsemi and Semtech Shares Are Falling, What You Need To Know
StockStory52d agobearish
onsemi and Semtech Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.

3 Reasons to Sell ON and 1 Stock to Buy Instead
StockStory52d agoneutral
3 Reasons to Sell ON and 1 Stock to Buy Instead

What a time it’s been for onsemi. In the past six months alone, the company’s stock price has increased by a massive 113%, reaching $117.35 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Semtech and onsemi Shares Are Soaring, What You Need To Know
StockStory54d agobullish
Semtech and onsemi Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Insider Monkey55d agoneutral
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)

ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds. On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintained an “Overweight” rating on the shares. It also noted the emergence of “physical AI,” pointing to […]

ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Simply Wall St.55d agoneutral
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics

ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride power portfolio, targeting AI data centers, robotics, industrial automation, and energy infrastructure. The GaNEXUS line focuses on efficiency, thermal performance, and integration for high power applications. The portfolio extends ON Semiconductor's reach into sectors with demanding power management requirements. ON Semiconductor sits at the intersection of power management and high performance computing hardware, and...

Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
24/7 Wall St.56d agoneutral
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

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 EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St.56d agoneutral
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run

ON Semiconductor (ON) has attracted fresh attention after its recent share performance, with the stock closing at $121.62 and showing sizeable moves over the month and past 3 months. Investors are reassessing what this price implies. See our latest analysis for ON Semiconductor. Putting that move in context, ON Semiconductor’s recent 1-day share price return of 7.7% and 30-day share price return of 10.96% sit alongside a 1-year total shareholder return of 130.25% and 5-year total shareholder...

3 Stocks to Buy Now Before Wall Street Catches On
24/7 Wall St.57d agobullish
3 Stocks to Buy Now Before Wall Street Catches On

The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading into the back half of 2026: each delivered a Q1 2026 beat with raised or strong ... 3 Stocks to Buy Now Before Wall Street Catches On