Every article, report, and earnings note where ON appears.
ON Semiconductor Corporation (ON) drops sharply after its Financial Analyst Day in New York failed to deliver the upside surprise traders expected. The move looks like a sell-the-news reaction, even as the company continues to show solid revenue, earnings, and free cash flow growth.
onsemi is showing a cyclical recovery with accelerating AI data-center power demand and improving margins. The stock looks like a Hold as growth is real, but valuation already reflects much of the rebound.
GlobalFoundries has a credible silicon-photonics business, but the stock is still pricing in an earnings payoff that has not arrived. The 7.2% selloff despite bullish headlines makes GFS a proof-point story, not a momentum buy.
Ian King's Energy Superchip promotion from Strategic Fortunes and Banyan Hill Publishing points to one Arizona silicon-carbide company. We follow the clues and test the pitch.
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.
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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