KB Home (NYSE: KBH) is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret.
The market has had ample opportunity to adj.... |
Good MorningStocks finished mixed Wednesday, with the Dow notching a gain while the S&P 500 and Nasdaq closed lower as the tech selloff continued. Major ETFs tied to the S&P 500 and Nasdaq 100 reversed early strength, while lower oil prices helped lift airline stocks and supported a rotation away from some recent AI winners.
Micron was the post-close standout after reporting record fiscal third-quarter results and stronger guidance, with AI-driven memory demand reinforcing the case for firmer pricing and tighter supply. Shares rose after hours. Broadcom also gained after OpenAI unveiled Jalapeño, an AI inference chip developed with Broadcom, while IBM moved higher after joining OpenAI’s cybersecurity partner program. Still, pressure remained on Oracle and Palantir, both caught in the broader debate over AI spending, valuation, and earnings quality.
Outside megacap tech, homebuilders rallied after Congress passed a bipartisan housing package aimed at boosting supply and lowering construction costs, though the bill still faced a White House signing delay. American Airlines, United and JetBlue climbed as falling fuel costs improved sentiment toward carriers. Bath & Body Works gained from a new Ulta Beauty partnership, while AT&T remained under regulatory scrutiny as California officials pushed back on its copper-network retirement plans. Featured: First Look: Elon’s “Starphone” (Ad) 
| Consumer Discretionary | |
KB Home (NYSE: KBH) is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret.
The market has had ample opportunity to adj... Read the Full Story |
| From Our Partners | | Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the largest markets in the world.
James Altucher, who previously flagged Nvidia in 2008 and Bitcoin in 2013, says the filing could rival Tesla, SpaceX and xAI combined.
Few investors know this filing exists, but that is expected to change quickly. | | Click here to see details on Elon Musk's newest AI filing |
| Communication Services | |
Meta Platform’s (NASDAQ: META) last earnings report disappointed investors, leading shares to fall more than 8% to $611 afterward. This drop has so far indicated the start of a larger slide for the stock, as Meta has continued to tumble, recently falling below $575.
The company’s increased capital... Read the Full Story |
| Consumer Discretionary | |
Shares of Tesla Inc. (NASDAQ: TSLA) are down about 15% from the May high and are starting to take a shape that investors won't want to see. The broader narrative around the company has been getting more interesting by the month, from the Wall Street hype around the company’s full self-driving (FSD)... Read the Full Story |
| From Our Partners | | A little-known Arizona gold explorer just hit 66.2 metres grading 6.57 g/t gold, including 20.7 metres at 18.25 g/t.
After roughly 21,000 metres of drilling, the company is closing in on its first-ever mineral resource estimate, expected in Q3 or Q4 2026.
That estimate could offer the market its first real look at the scale of this emerging gold system. | | See what could be next for this US gold explorer |
| Industrials | |
Nano Nuclear (NASDAQ: NNE) appears to be the right company for the right time. The company has a goal of building a vertically integrated nuclear business. This goes beyond microreactors to include fuel fabrication, transportation, and other parts of the nuclear supply chain.
The case for nuclear e... Read the Full Story |
| Consumer Discretionary | |
The first round of peace talks aimed at ending the Iran war are in the books, but the damages stemming from the global oil supply shock will linger for years to come.
Prices for Brent crude, the benchmark for two-thirds of the world’s oil, have moderated from their one-year high of around $114 per ... Read the Full Story |
| From Our Partners | | Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congressmen no cameras, no staff.
What he found afterward points to a coordinated Two-Front Economic War already in motion, according to his research at Behind the Markets. | | Uncover the hidden strategy behind the Iran war now |
| Consumer Staples | |
Several stocks spanning the gamut of high dividend yields to high dividend growth just added more juice to their payments. These stocks hold yields that stretch above 13% at the high end, while also seeing recent dividend increases of up to 14%. This leaves investors with multiple options for how t... Read the Full Story |
| Technology | |
From quantum computing to artificial intelligence to clothing, company insiders are making moves in three key names. This includes sales of a quantum stock that recently popped 50% in two days and a semiconductor industry behemoth posting big-time returns. Meanwhile, insiders are purchasing a cloth... Read the Full Story |
| Technology | |
On June 23, 2026, the equity market delivered a sharp reminder that technology leadership is inseparable from global trade policies. Shares of the Dutch lithography giant ASML Holding N.V. (NASDAQ: ASML) declined by 7.82%, representing a pullback from the all-time high of $1,929.68 reached on June ... Read the Full Story |
| Markets | |
A combination of a weaker U.S. dollar, a push among retail and institutional investors alike toward international investments, and increasing demand for AI exposure have all positioned South Korea as a country to watch in 2026. Companies like Samsung Electronics (OTCMKTS: SSNLF) and SK hynix (NASDA... Read the Full Story |
| Technology | |
Investors looking for high-growth AI infrastructure opportunities have likely watched the recent volatility in Super Micro Computer, Inc. (NASDAQ: SMCI) with a mix of intrigue and anxiety. The central question is whether Supermicro's recent decline represents a warning sign or a buying opportunity.... Read the Full Story |
| Thursday'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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