Texas Instruments (TXN)

If you know there's a company you want to own, but it's too expensive, don't do nothing, do a little.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering

Over the past six months, Texas Instruments has been a great trade, beating the S&P 500 by 9.4%. Its stock price has climbed to $226.03, representing a healthy 17.1% increase. This run-up might have investors contemplating their next move.

On February 11, 2026, Credo Technology Group (NASDAQ: CRDO) effectively silenced any remaining skeptics regarding the sustainability of the AI infrastructure boom. The company, which specializes in high-speed connectivity solutions, issued a preliminary revenue report for its third fiscal quarter that bypassed even the most aggressive Wall Street estimates. With revenue projected between $404 million [...]

This top-performing ETF's largest five stock holdings are Nvidia, Taiwan Semiconductor Manufacturing (TSM), Broadcom, Micron, and ASML Holding.

These funds both pay more than 3% and have been beating the market this year.

These stocks are already up more than 26% this year.

In a move that signals a massive shift in the semiconductor landscape, Texas Instruments (NASDAQ: TXN) has officially announced a definitive agreement to acquire Silicon Laboratories Inc. (NASDAQ: SLAB) for approximately $7.5 billion in an all-cash transaction. The deal, announced on February 4, 2026, represents Texas Instruments' most aggressive

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As of February 9, 2026, Micron Technology (Nasdaq: MU) stands at a defining crossroads in the global semiconductor landscape. Once viewed primarily as a cyclical manufacturer of commodity memory, the Boise-based giant has successfully repositioned itself as an indispensable pillar of the Artificial Intelligence (AI) infrastructure. The explosion of generative AI, spearheaded by titans like [...]

As of February 9, 2026, ON Semiconductor (Nasdaq: ON), now officially rebranded as onsemi, stands as a primary architect of the global energy transition. Once known as a broad-market supplier of commodity components, the Scottsdale, Arizona-based company has undergone one of the most aggressive structural transformations in the semiconductor industry. Today, onsemi is a specialized [...]

Texas Instruments shares have rebounded to all-time highs, but there could be more gains to come.

Artificial intelligence is a fancy computer program that has to live somewhere.

Eaton, Texas Instruments, and Brookfield Renewable are all set to benefit as AI infrastructure spending heats up.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

SIlicon Labs went up a lot today, and could go up another 14% before its merger closes.

Texas Instruments said that it will acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing a total enterprise value of approximately $7.5 billion.

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Texas Instruments delivered year-over-year revenue growth in Q4, driven primarily by a rebound in industrial and continued momentum in data center applications. Management highlighted that industrial revenue rose nearly 20% over the prior year, while the data center segment posted around 70% growth, underscoring a shift toward higher-value markets. CEO Haviv Ilan explained, “The overall semiconductor market recovery is continuing, and we are well-positioned with inventory and capacity to meet immediate customer demand.” The company also noted that its expanded capacity and inventory levels enabled it to respond quickly to real-time customer needs.

In a stark reminder of the cyclical volatility inherent in the semiconductor industry, shares of ON Semiconductor (NASDAQ: ON) tumbled more than 8% on February 10, 2025. The sell-off followed a fourth-quarter earnings report that not only missed analyst expectations but, more critically, offered a somber outlook for the first