Every article, report, and earnings note where ON appears.
6 articles
STMicroelectronics got hit for a messy quarter, but the market sold the wrong part of the story. The real change is that STM now has a much bigger AI data-center runway, and that is more important than a slight Q3 guide miss.
ON Semiconductor is emerging from a cyclical reset with improving demand, accelerating AI data center exposure, and early traction in Treo. The stock looks constructive for investors willing to underwrite execution risk and valuation.
Seven edge AI stocks ranked by investment quality — Qualcomm, Synaptics, and CEVA all place, with the top two picks revealed at the end of the countdown.
ON Semiconductor Corporation (ON) falls sharply after announcing its largest acquisition ever, an all-stock deal for Synaptics. Investors are weighing the company’s expanded AI and Physical AI ambitions against dilution, integration risk, and a long closing timeline.
ON is being priced like a cyclical auto chip name even as its AI data-center power business is starting to show real traction. The selloff looks misaligned with a fresh product launch, management's growth commentary, and a September Analyst Day that could force a reframe.
ON Semiconductor Corporation (ON) rises sharply after a Bank of America upgrade, breaking above its prior 52-week high on heavy volume. Investors are reacting to the company’s AI-linked power semiconductor exposure, improving margin outlook, and a sizable buyback plan, even as auto and industrial demand remain uneven.
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