Oracle’s (NYSE: ORCL) stock price sell-off started as an understandable, if overblown, reaction to fears of software-as-a-service (SaaS) disruption and swelling debt—but it has since spiraled into an outright disconnection from reality. While debt is growing, this is not an emerging tech start-up w.... |
Good MorningU.S. stocks weakened Tuesday as technology shares led the market lower, with the Nasdaq hit hardest and the S&P 500 hovering near session lows late in the day. The dollar strengthened as investors sought liquidity during the equity selloff, adding pressure to risk assets. AI and chip leaders were under pressure, including NVIDIA, while Micron slid sharply after a major run-up.
Several high-profile growth names also struggled. Palantir fell despite announcing an AI partnership with Zeta Global, Rocket Lab retreated after its Nasdaq-100 addition, Apple moved lower with the broader tech group, and Coinbase declined amid crypto-related volatility. IBM stood out as a relative winner after fresh Wall Street confidence and federal support for quantum computing helped shares rise.
Corporate headlines remained active. Oracle reported 21,000 fewer employees over the past fiscal year as it reorganized around AI and cloud infrastructure. Chevron secured a 20-year power supply agreement tied to Microsoft’s West Texas data center project, while SpaceX finalized terms on a debut bond sale of up to $25 billion after its IPO. In healthcare, AbbVie’s $10.9 billion Apogee deal drew attention, and Definium Therapeutics surged after positive late-stage depression-drug results. Featured: AI Infrastructure Race Heats Up Beneath the Chip Headlines (Ad) 
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Oracle’s (NYSE: ORCL) stock price sell-off started as an understandable, if overblown, reaction to fears of software-as-a-service (SaaS) disruption and swelling debt—but it has since spiraled into an outright disconnection from reality. While debt is growing, this is not an emerging tech start-up w... Read the Full Story |
| From Our Partners | | Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every dollar while paying savers just 0.04 percent interest.
A new law, the GENIUS Act signed last summer, has cleared the way for a different kind of money to emerge this fall, one that could offer savings rates up to 6 percent.
See what Ian King, Chief Strategist at Strategic Fortunes, has uncovered about this shift before it goes live. | | Click here to see what Ian King found about this new savings shift |
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Shares of tech giant Apple Inc. (NASDAQ: AAPL) are trading just under $300 this week, as they continue to bounce off their low from earlier this month and move back towards the all-time high they hit a few weeks ago.
The bull case for the stock has been quietly strengthening despite the wobble that... Read the Full Story |
| Industrials | | The rising difficulty of cooling next-generation, high-performance artificial intelligence (AI) chips with standard air systems has forced a major structural transition across the global technology footprint. Direct-to-chip liquid cooling is no longer a futuristic luxury reserved for experimental su... Read the Full Story |
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Dividend stocks are the kind of stocks that aren’t exciting until they are. For several years, interest rates at or near zero percent, combined with tame inflation, made growth stocks the place to be. For many investors, they still are.
However, since 2022, rates have been climbing higher, as has i... Read the Full Story |
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In the last month, shares of D-Wave Quantum Inc. (NYSE: QBTS) have fallen by about 13% amid a broader selloff in the AI space that has impacted many firms across the tech space.
One bright spot during this time, though, was the days immediately following the quantum computing firm's announcement o... Read the Full Story |
| From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
| Consumer Discretionary | |
Shares of Amazon.com (NASDAQ: AMZN) started this week on the back foot, trading down around $230, their lowest level since early April. The stock has been going through a tough patch and is now down more than 16% from the all-time high it hit last month.
What makes the current pullback particularly... Read the Full Story |
| Markets | |
The biotech sector has spent close to a year in no man's land. While technology, AI, and the broader market raced to new highs, biotechs have largely sat out the rally. But that may finally be changing. The sector is now setting up for what could be one of the most compelling multi-year breakouts i... Read the Full Story |
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Intel Corporation (NASDAQ: INTC) has orchestrated a historic market reversal over the past six months, surging 281.8% year to date to trade near $141 per share. Investors evaluating this massive valuation expansion must look past legacy personal computer processor sales. The current momentum stems ... Read the Full Story |
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Insiders are selling big tech stocks such as Seagate Technologies (NASDAQ: STX), Texas Instruments (NASDAQ: TXN), and Cloudflare (NYSE: NET), sending a signal to investors. The caveat is that this signal is contrarian, as their respective stocks are up solidly in the double digits, with triple-digi... Read the Full Story |
| Consumer Discretionary | |
After experiencing underwhelming to outright poor performance recently, several big names in the consumer discretionary sector are loading up on buyback capacity. All three of these moves signal management’s confidence in their ability to turn the tide, but each also comes with a unique set of circ... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions. The Advanced Solutions Group segment is involved in the designing and developing of analog, mixed-signal, advanced logic, ASSPs and ASICs, Wi-Fi and power solutions for a broad base of end-users in the automotive, consumer, computing, industrial, communications, medical and aerospace/defense markets. The Intelligent Sensing Group segment is focused on the designing and developing of CMOS and CCD image sensors, as well as proximity sensors, image signal processors, single photon detectors, inclu | Should I Buy onsemi Stock? ON Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of onsemi was last updated on Saturday, September 19, 2026 at 7:21 PM.
onsemi Bull Case -
ON Semiconductor Corporation recently introduced its Embedded Power Platform, a new architecture that integrates silicon, silicon carbide, and gallium nitride devices in a wafer-level package. This innovation is designed to deliver up to three to five times higher power density and lower losses, which is a significant technical advantage for powering AI infrastructure and electric vehicles. Sampling for this platform is expected to begin in 2026, positioning the company to capture a substantial share of the growing demand for efficient power management in these high-growth sectors.
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The company has outlined a potential total addressable market of $213 billion by 2030, spanning automotive, industrial, AI data centers, and physical AI. Management has indicated that the AI data-center business is expected to more than double in 2026, which strengthens the long-term growth narrative. This expansion into high-value AI applications provides a clear path for revenue growth beyond traditional automotive and industrial markets, offering investors a compelling long-term investment thesis.
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ON Semiconductor Corporation reported strong financial performance in its most recent quarter, with earnings per share of $0.74, beating analysts' consensus estimates of $0.72. The company also reported revenue of $1.60 billion, exceeding the analyst estimate of $1.59 billion. This consistent beat of earnings and revenue expectations demonstrates the company's ability to execute on its business strategy and deliver strong financial results, which is a positive signal for investors seeking reliable performance.
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Subaru has entered a strategic technology engagement to evaluate the Embedded Power Platform for future electrified vehicles. While this is an evaluation rather than a commercial contract, it provides early customer validation from a major automotive manufacturer. This could support future automotive design wins and solidify ON Semiconductor Corporation's position in the electric vehicle market, which is a key growth driver for the company.
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ON Semiconductor Corporation is currently trading at $69.98, which is significantly below its 52-week high of $134.92. This price level may present a value opportunity for investors who believe in the company's long-term growth potential, especially given its recent product innovations and strong financial performance. The current stock price could offer a favorable entry point for those looking to capitalize on the company's future growth in AI and electric vehicle markets.
onsemi Bear Case -
Several major financial institutions have recently lowered their price targets for ON Semiconductor Corporation. Truist Financial cut its target from $91.00 to $75.00, Stifel Nicolaus dropped its target from $90.00 to $75.00, and Cantor Fitzgerald also lowered its expectations. These downgrades suggest that analysts are becoming more cautious about the company's near-term growth prospects and valuation, which could weigh on the stock price in the coming months.
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The company's recent Investor Day triggered a sharp selloff, as investors viewed ON Semiconductor Corporation's long-term outlook and growth targets as insufficient relative to expectations. This negative market reaction indicates that the company's growth strategy may not be compelling enough to justify its current valuation, and it could lead to continued pressure on the stock price as investors reassess their positions.
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ON Semiconductor Corporation has a high beta of 2.00, which means its stock is twice as volatile as the overall market. This high level of volatility can lead to significant price swings, making the stock a riskier investment for investors who are sensitive to market fluctuations. The high beta also suggests that the stock may be more susceptible to broader market downturns, which could result in substantial losses for investors.
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The company's stock has experienced a significant decline from its 52-week high of $134.92 to its current price of $69.98. This substantial drop in value indicates that the market has lost confidence in the company's growth prospects, and it could take a long time for the stock to recover to its previous levels. The decline also suggests that the company may be facing challenges in executing its business strategy and delivering the growth that investors expect.
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ON Semiconductor Corporation has a high short interest, with 30,222,318 shares shorted as of the most recent record date. This high level of short interest indicates that a significant number of investors are betting against the stock, which could lead to further price declines if the company fails to meet market expectations. The high short interest also suggests that the stock is a popular target for short sellers, which could create additional volatility and risk for investors.
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