The stablecoin ecosystem experienced massive growth in the last year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and transaction volumes have helped to solidify token.... |
Good MorningU.S. stocks enter Monday cautious but not broken, with Big Tech weakness testing leadership near recent highs. The central tension is AI spend vs profitability, as investors question whether massive data center investment can keep translating into durable earnings. NVIDIA’s prior-week pullback sharpened that debate, while the broader rotation favored cash flow, dividends, and less crowded areas of the market.
The macro driver is inflation sensitivity and the Fed path. Sticky price pressure keeps rate-cut expectations fragile, even as lower oil offers some relief. That leaves positioning split between investors waiting for AI earnings confirmation and managers shifting toward defensives, industrials, and quality small caps until policy visibility improves.
Micron’s recent report supported the case for firmer AI memory pricing and healthier data center demand. NVIDIA’s prior-week slide showed how quickly leadership can unwind when valuation meets spending concerns. This week, AeroVironment can address company-specific setbacks, Nike will test consumer demand and margin pressure, and General Mills offers a read on value-seeking shoppers. Later in July, ASML and Netflix become key checks on chip demand and consumer strength. Featured: The Calm Before the Rotation — What’s Quietly Building Now (Stock Wire News) (Ad) 
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The stablecoin ecosystem experienced massive growth in the last year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and transaction volumes have helped to solidify token... Read the Full Story |
| From Our Partners | | AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.
A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand. | | Get your free copy before physical AI becomes Wall Street's next crowded trade |
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When Apple (NASDAQ: AAPL) signals it may have to raise prices because memory costs are rising, the market pays attention. For investors already holding Micron Technology (NASDAQ: MU), Seagate Technology Holdings (NASDAQ: STX), Western Digital Corporation (NASDAQ: WDC), and Sandisk Corporation (NASD... Read the Full Story |
| Consumer Staples | |
The Iran war caused many price spikes across the commodity spectrum, and consumers faced one every time they needed to fill up their tanks. Gas prices are posted at every intersection and street corner, serving as a painful daily reminder of our diminishing purchasing power.
But one company that t... Read the Full Story |
| From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Alphabet (NASDAQ: GOOGL) has been one of the most impressive mega-cap stories of 2026, climbing to a fresh all-time high of $408.61 as Google Cloud accelerated, its AI roadmap expanded, and investor sentiment around the company reached its strongest point in years. But over the past few weeks, the ... Read the Full Story |
| Consumer Discretionary | |
Shares of Capri Holdings Ltd. (NYSE: CPRI) have lost 65% of their value over the past five years, weighed down by a failed merger, weakening luxury demand, and declining sales across its brands.
But with the recent sale of its Versace brand, improving profitability, and the company forecasting a re... Read the Full Story |
| From Our Partners | | Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the largest mineral reserve in the country - enough gold for a new Fort Knox, enough copper to rebuild the U.S. electric grid 25 times over.
The Trump administration has previously staked positions in MP Materials, Lithium America, Trilogy Metals, and USA Rare Earth - each time shares moved higher. A landmark policy decision expected before November 3 could reprice this stock from $2 to $20 or more within a year. | | Click here to see why Rickards believes this stock is next |
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The SpaceX IPO has investors asking a reasonable question: at a valuation somewhere between $1 trillion and $2 trillion, is the hype real, or is the market getting ahead of itself? Rob Spivey and Joel Litman of Altimetry Research say the answer is both—and that for most investors, there are cleaner... Read the Full Story |
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Investor attention may have turned elsewhere in recent weeks, but the autonomous vehicle race is still quietly churning behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure s... Read the Full Story |
| Industrials | |
The debate over artificial intelligence has centered on one thing: the cost of the infrastructure needed to support it. That focus may be missing the point. A wider lens shifts attention to the companies already using AI to run their businesses more efficiently.
The key point to remember is that ... Read the Full Story |
| Markets | |
As the number of tech exchange-traded funds (ETFs) continues to rise along with investor demand for the sector, it can become more challenging for investors to distinguish among offerings. Looking at details—unique strategies, portfolio construction, costs, liquidity, and so on—can make all the dif... Read the Full Story |
| Markets | |
Passive income is a major draw for investors, and exchange-traded funds (ETFs) with a dividend focus are a great way to simplify the process. Many of these funds sacrifice returns for stability of distributions, however. For investors seeking the best of both worlds—an attractive dividend yield alo... Read the Full Story |
| Monday'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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