$ON

$ON reported robust Q1 earnings with 4.1% revenue growth and 30% sequential data center demand surge, but stock fell 5% in sell-the-news reaction. Analysts see buying opportunity.

Nvidia faces scrutiny over unreported China revenue ahead of May 20 earnings, with gray market smuggling offsetting official 0% market share amid U.S. export controls.

Stock futures gain on Trump's Middle East plan; Duolingo drops 12.77% despite earnings beat due to weak guidance, while Pinterest surges 16.59%.

ON Semiconductor beat Q1 earnings and revenue estimates, with AI data center revenue doubling YoY, but stock fell 4.41% on modest Q2 guidance signaling potential growth deceleration.

S&P 500 ekes out 0.07% gain while Dow slides 0.22%; Trump's Hormuz security plan lifts oil 1.49%, fueling M&A-driven gains in eBay, Nebius, and Skycorp Solar.

Analog chips experience unprecedented demand surge from AI data centers. Texas Instruments reports 22% YoY analog growth; Analog Devices, Microchip, and onsemi positioned as key beneficiaries.

Industrial chip stocks rally on AI supercycle demand. Five key players—Texas Instruments, Analog Devices, Marvell, Microchip, and ON Semiconductor—positioned for datacenter buildout and inventory normalization.

ON Semiconductor shares rose after expanding partnership with NIO for 900V EV platforms. Bank of America upgraded stock citing strong cash flow and $6B buyback plan.

onsemi and NIO expand partnership on 900V EV technology, with multiple models debuting at 2026 Beijing Auto Show using onsemi's EliteSiC M3e chips.

Texas Instruments stock surges 18% on 90% data center demand spike. Analysts raise price targets above $300 as AI infrastructure buildout accelerates.

U.S. equities reached all-time highs Thursday as ceasefire news boosted sentiment. Oil surged on Iran tensions while tech stocks rallied.

S&P 500 surges 1.8% on Trump's Iran peace signals; Nasdaq 100 rises 2%. Despite rally, index down 6.2% monthly toward worst month since September 2022.

ON Semiconductor gained 53% in 2026 with bullish outlook intact. Strong cash flow, diversified growth across automotive/AI, and attractive valuation support upside potential.

Power transistor market to triple from $16.26B to $42B by 2035, driven by EV adoption and renewable energy growth. Asia Pacific leads with 39.4% share.