Actualités

Despite a 54% revenue decline, Sidus Space strengthens its balance sheet with a major capital raise and advances key technology milestones toward TRL 9.

Microchip Technology stock has delivered a 20.9% gain over the past year, yet the latest valuation work suggests the shares now trade at a premium, with both the market multiple checks and a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an overvalued picture. Over the last 12 months, Microchip Technology is up 20.9%, which puts recent buyers in profit while raising the question of how much upside is already reflected in the price. Recent demand for chips used in AI data...

Microchip Technology (NasdaqGS:MCHP) announced a new radiation tolerant Space CSAC SA65 atomic clock for satellite systems, aimed at compact and energy efficient timing in orbit. The company also introduced a major upgrade to its PolarFire FPGA Ethernet Sensor Bridge to support AI driven edge sensor connectivity for cameras. The updated sensor bridge targets robotics, medical and industrial uses that rely on NVIDIA based platforms and tighter latency control at the edge. These launches...

Data center revenue projected to hit $1 billion in 2026 as AI demand accelerates.

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

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.

Analog chipmaker Microchip Technology (NASDAQ:MCHP) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 38% year on year to $1.48 billion. On top of that, next quarter’s revenue guidance ($1.60 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its non-GAAP profit of $0.76 per share was 8.7% above analysts’ consensus estimates.

MCHP sees a broadening demand recovery, rising data center sales and another September step-up, even as external supply constraints tighten.

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.

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.

The company built its name on microcontrollers. Its fastest-growing end market is now the data center.

Microchip Technology (MCHP) drew strong investor attention after its June quarter earnings topped both company and analyst guidance, supported by broader demand recovery, higher factory utilization, and growing data center and PCIe Gen6 design traction. See our latest analysis for Microchip Technology. The strong June quarter and upbeat guidance have quickly shifted sentiment around Microchip Technology, with the stock’s 1-day share price return of 13.89% and 7-day share price return of...

In early August 2026, Microchip Technology reported first-quarter fiscal 2027 results showing sales rising to US$1,484.7 million and net income improving to US$229.8 million, alongside guidance for higher second-quarter revenue and earnings and a reaffirmed quarterly dividend of US$0.455 per share. The company also highlighted accelerating traction in data center and AI-related connectivity, including a new PCIe Gen 6 storage architecture demonstration that underscores its push into...

Six Flags Entertainment reported weak Q2 2026 results yesterday before the markets opened. FUN shares took a rollercoaster ride, falling 16% on the day. That drop eliminated most of the theme park operator’s share price gains in 2026.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Moby summary of Microchip Technology Incorporated's Q1 2027 earnings call

September S&P 500 E-Mini futures (ESU26) are up +0.25%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.55% this morning, rebounding from yesterday’s losses, while investors await the key U.S. jobs report for fresh clues on the Federal Reserve’s policy path.

Microchip Technology Inc (MCHP) beats guidance with 38% year-over-year sales growth, driven by data center momentum and broad-based recovery across all end markets.

Microchip Technology (NASDAQ:MCHP) reported fiscal first-quarter results that exceeded its prior guidance, as the semiconductor company cited strong demand across data centers, aerospace and defense, industrial and automotive markets. Management also raised its disclosure around data-center exposure

Every AI headline obsesses over GPUs. The chips get the attention, the stock gains, and the breathless coverage. But a GPU sitting idle while it waits for data to arrive is just an expensive space heater, and that overlooked wait is exactly what two chipmakers addressed this week. Microchip ...

MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.

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.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Micron Technology and Liqid are working together on a memory centric AI platform for the U.S. Department of Energy’s Pacific Northwest National Laboratory. Micron Technology is supplying memory to support a large shared pool tailored for scientific and AI workloads. Micron Technology and Microchip Technology have shown a next generation PCIe Gen 6 storage architecture for high performance data center use. Micron Technology, traded as NasdaqGS:MU, is adding new real world projects to its AI...

Microchip Technology has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

ON's improving auto and industrial demand, AI power growth and Fab Right gains support Q2, but weak EV markets and premium valuation warrant caution.

Microchip Tech (MCHP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...