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Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick

Seeking Alpha

5:25 AM | Friday | Sep 4, 2026

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ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers essential for robotics and automation. ON's proposed Synaptics acquisition strategically fills its edge compute and tactile sensing gap, making its semiconductor stack more complete for physical AI applications. Current AI data center revenue acceleration and a recovering core business underpin ON's near-term earnings, with physical AI as an upside rather than a necessity.

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5:25 AM | Friday | Sep 4, 2026

Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick

Seeking Alpha

ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers essential for robotics and automation. ON's proposed Synaptics acquisition strategically fills its edge compute and tactile sensing gap, making its semiconductor stack more complete for physical AI applications. Current AI data center revenue acceleration and a recovering core business underpin ON's near-term earnings, with physical AI as an upside rather than a necessity.

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6:30 PM | Thursday | Sep 3, 2026

ON Semiconductor Stock's Pullback Puts Bullish Trendline In Focus

Forbes

ON Semiconductor (NASDAQ:ON) stock has trimmed 24% since its June 3 record high of $134.92. The shares are up 1.3% today, putting them on track for their fifth positive session in seven.

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2:02 PM | Thursday | Aug 27, 2026

onsemi Says Auto Demand Has Bottomed as AI Data Centers Accelerate Growth

MarketBeat

onsemi NASDAQ: ON executives said demand conditions have improved across the company's end markets, with automotive appearing to have reached a bottom in the first quarter and artificial intelligence data-center demand providing a significant source of growth.

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12:55 PM | Wednesday | Aug 26, 2026

STM vs. ON: Which EV Semiconductor Stock Is More Compelling?

Zacks Investment Research

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.

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4:39 AM | Sunday | Aug 23, 2026

Synaptics' CFO Disposed of Stock as an 88%-12% OnSemi Ownership Split Takes Shape. Here's What to Know

The Motley Fool

Ken Rizvi disposed of 17,251 shares on August 17, representing a total transaction value of $1.9 million. The activity was entirely non-discretionary and was conducted to satisfy tax withholding obligations related to the settlement of various equity awards.

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10:30 AM | Thursday | Aug 20, 2026

Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady

24/7 Wall Street

Wolfspeed (NYSE:WOLF | WOLF Price Prediction) stock is down 12% to $25.74 in Thursday morning trading after the silicon carbide chipmaker posted a fiscal Q4 2026 adjusted loss that came in far wider than analysts expected.

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1:18 PM | Monday | Aug 17, 2026

Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

24/7 Wall Street

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF | WOLF Price Prediction) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.
96% to $85.11.

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12:02 AM | Sunday | Aug 16, 2026

onsemi Boosts Utilization as AI Data Center Revenue Set to More Than Double

MarketBeat

onsemi NASDAQ: ON executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers.

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7:25 AM | Friday | Aug 14, 2026

Why I've Begun Accumulating ON Semiconductor

24/7 Wall Street

ON Semiconductor keeps making the case for accumulation, and the Q2 2026 report only strengthened it.

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12:00 AM | Tuesday | Aug 11, 2026

MaxLinear Expands AI Infrastructure Control-Plane Portfolio with Intelligent eFuse Solutions for Rack-Scale Power Protection and Telemetry

GuruFocus

MaxLinear, Inc. (NASDAQ: MXL), a leader in high-performance analog, mixed-signal and connectivity semiconductor solutions, today announced the expansion of its

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