Space infrastructure has rapidly transitioned from a playground for speculative venture capital to a strictly physical, cash-flow-driven defense business. For investors tracking this sector, the challenge is finding businesses that balance high-growth addressable markets with actual, sustainable pr.... |
Good MorningU.S. stocks were mixed late Thursday, with the Dow holding gains while the tech-heavy Nasdaq lagged as Big Tech weakness weighed on sentiment. Micron stood out after a stronger-than-expected earnings report sparked a rally in memory-chip and storage stocks, with analysts pointing to AI data center demand, tight supply, and more durable pricing trends.
Elsewhere in technology, several high-profile growth names came under pressure. Palantir extended its June slide, The Trade Desk remained near recent 52-week lows, Netflix fell to its lowest level in roughly 20 months, and Alphabet slipped amid fresh concern over AI talent departures. Alibaba also dropped after Anthropic alleged the company used fake accounts to extract capabilities from Claude models. Qualcomm gained attention after raising longer-term targets tied to data center and edge AI opportunities.
Macro and consumer headlines remained in focus. Chicago Fed President Austan Goolsbee said core inflation was still too high, keeping rate-cut expectations sensitive to incoming data. Apple’s price increases and broader concerns about hardware costs added to worries that some inflation pressures may persist despite relief from cheaper energy. Crypto-linked assets weakened as bitcoin volatility pressured sentiment, though the ETF flow and liquidation details should be confirmed with a live crypto market source before publication. Featured: Arizona Gold Explorer Nears First-Ever Resource Estimate (Ad) 
| Industrials | |
Space infrastructure has rapidly transitioned from a playground for speculative venture capital to a strictly physical, cash-flow-driven defense business. For investors tracking this sector, the challenge is finding businesses that balance high-growth addressable markets with actual, sustainable pr... Read the Full Story |
| From Our Partners | | Starfighters Space (NYSE: FJET) operates the world's only commercial fleet of flight-ready Mach 2+ F-104 Starfighter aircraft, giving it a rare platform for high-speed flight testing, captive-carry missions and aerospace research.
Its Wind Tunnel in the Sky concept exposes hardware to real high-speed atmospheric conditions, while new collaborations with Vaya Defense & Space and The Bionetics Corporation expand its reach into propulsion, hypersonic test articles and payload processing.
FJET is also developing STARLAUNCH, an air-launched system targeting suborbital missions, positioning the company across testing, defense and launch. | | See how FJET is building the aerospace industry's next testing frontier |
| Consumer Discretionary | |
Carnival (NYSE: CCL) just reported its second fiscal quarter, and it’s clear from the numbers that the company is sailing in the right direction. But warning signs of rough waters ahead spooked investors.
Based on the latest figures, Carnival continues to execute one of the stronger post-pandemic r... Read the Full Story |
| Consumer Discretionary | |
Domino’s Pizza, Inc. (NASDAQ: DPZ) announced the retirement of Chief Executive Russell Weiner Monday afternoon, and investors weren't pleased.
The news sent the already struggling stock to a 52-week low and prompted several analysts to lower their price targets.
The announcement comes as Domino'... Read the Full Story |
| From Our Partners | | Silver is up more than 50 percent over the past year, yet interest has faded since its January record.
The metal gave back roughly half that move and most traders moved on to other trades.
One explorer kept its drill rig running through the pullback, working the site while attention was elsewhere. | | See what this silver explorer has been drilling for |
| Technology | |
Microsoft (NASDAQ: MSFT) investors just got an answer to the question hanging over the artificial intelligence (AI) infrastructure trade. Where does the power come from?
On June 22, Chevron (NYSE: CVX) and Microsoft signed a 20-year power purchase agreement. The deal funds Project Kilby, a 2.67-gig... Read the Full Story |
| Communication Services | |
How do you value an empire of visual history in the age of artificial intelligence (AI)? For years, stock photo agencies operated as transactional utilities, licensing single images to advertisers and publishers. Today, the fundamental ground is shifting.
The multi-year display partnership between ... Read the Full Story |
| From Our Partners | | A 60-minute morning window is catching traders' attention for one reason: it doesn't depend on market direction.
Place a quick trade before 10 am, then step away. Sixty minutes later, the setup has already done its work.
The strategy targets a 50 percent return potential on a $1,000 stake, though results vary and some trades won't work out. | | Discover how to apply this 60 minute trading window today |
| Technology | |
In a world where bigger is better, Cerebras Systems (NASDAQ: CBRS) seems to be well positioned. Instead of linking numerous AI cores together, creating data transfer bottlenecks along the way, Cerebras Systems chips are massive, comparable to dinner plates, housing thousands of cores in each.
The a... Read the Full Story |
| Technology | |
Micron’s (NASDAQ: MU) fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Lead... Read the Full Story |
| Technology | |
For years, the narrative surrounding artificial intelligence (AI) infrastructure focused on a single bottleneck of obtaining enough physical graphics processing units to train and run massive models. While hardware scarcity defined the early artificial intelligence boom, a structural shift is activ... Read the Full Story |
| Finance | |
European banks delivered their best performance in years in 2025, and investors have been tempted to take profits during the sector’s recent pullback. But this rally is no bubble, and there’s plenty of evidence international bank stocks are still undervalued compared to their domestic peers.
Europe... Read the Full Story |
| Industrials | |
Paychex's (NASDAQ: PAYX) stock price declined following its fiscal Q4 earnings report, as macroeconomic headwinds, hiring woes, cautious guidance, and acquisition hurdles weighed on the price action.
However, those same macroeconomic headwinds and hiring woes have yet to be reflected in the jobs da... Read the Full Story |
| Friday'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 Wednesday, September 23, 2026 at 7:20 PM.
onsemi Bull Case -
ON Semiconductor Corporation introduced its Embedded Power Platform, a new architecture that integrates silicon, silicon carbide, and gallium nitride devices in a wafer-level package, which the company claims could deliver up to three-to-five times higher power density and lower losses for AI infrastructure and electric vehicles, with sampling expected to begin in 2026.
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Subaru has entered a strategic technology engagement to evaluate the Embedded Power Platform for future electrified vehicles, providing early customer validation and potential support for future automotive design wins, which strengthens the company's position in the growing electric vehicle market.
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Management has outlined a potential total addressable market of $213 billion by 2030 spanning automotive, industrial, AI data centers, and physical AI, and stated that the company's AI data-center business is expected to more than double in 2026, indicating a strong long-term growth narrative.
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ON Semiconductor Corporation reported $0.74 earnings per share for the quarter ended August 3rd, beating analysts' consensus estimates of $0.72 by $0.02, with revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion, and quarterly revenue was up 9.2% on a year-over-year basis.
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The current stock price of ON Semiconductor Corporation is $74.10, which is below the average analyst target price of $94.76, suggesting potential upside for investors, and the company has a PEG ratio of 0.55, indicating that the stock may be undervalued relative to its growth rate.
onsemi Bear Case -
Truist Financial decreased its price target for ON Semiconductor Corporation from $91.00 to $75.00 and maintains a "hold" rating, reflecting a pessimistic forecast for the stock price, and Stifel Nicolaus also dropped their target price from $90.00 to $75.00 with a "hold" rating.
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The prior Investor Day triggered a sharp selloff because investors viewed onsemi’s long-term outlook and growth targets as insufficient relative to expectations, leading Stifel, Cantor Fitzgerald, and other firms to lower price targets, with some retaining Neutral or Hold ratings.
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ON Semiconductor Corporation has a beta of 2.00, which indicates that the stock is twice as volatile as the overall market, meaning it could experience larger price swings in both directions, increasing risk for investors.
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The company's 50-day moving average price is $79.64 and its 200-day moving average price is $87.42, both of which are above the current stock price of $74.10, suggesting that the stock is trading below its recent average prices and may be in a downtrend.
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ON Semiconductor Corporation has a debt-to-equity ratio of 0.51, which, while not extremely high, indicates that the company has a moderate level of debt relative to its equity, which could be a concern for investors if the company's earnings decline or if interest rates rise.
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