Good MorningU.S. stocks moved lower Monday as rising Treasury yields and higher oil prices pressured the market. The 10-year Treasury yield climbed above 5.2% as crude prices rose after the U.S. rejected Iran’s proposal to reopen the Strait of Hormuz, renewing inflation concerns. General Motors and Ford also traded lower, while the Dow recovered from its session lows but remained in negative territory.
AI remained a central market driver. NVIDIA shares gained more than 2% after the company unveiled its Open Agent Safety Platform and increased its existing stock-repurchase authorization by $150 billion, bringing its remaining authorization to $235 billion. Meanwhile, Meta’s new enterprise AI push pressured Microsoft and Oracle as investors assessed the potential for intensifying competition in business software.
Elsewhere, Boeing’s 737 Max 10 certification faces another delay as the FAA reviews a software issue that could increase pilot workload during landing. PepsiCo came under scrutiny after Deutsche Bank downgraded the stock to Hold from Buy and cut its price target to $138 from $155, citing reduced confidence in the company’s North American recovery. In real estate, Brixmor Property Group and Everview Partners agreed to acquire Slate Grocery REIT in a $2.34 billion transaction. Featured: The 7 Stocks Quietly Gaining Attention Right Now (Ad) 
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Consumer Discretionary | |
Six Flags Entertainment (NYSE: FUN) has launched Flex Pay by Upgrade. This is a buy-now-pay-later (BNPL) solution that offers consumers a pay-over-time option for eligible online purchases from $49, including season passes. Approved guests can activate their season pass right away and begin visitin... Read the Full Story |
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Consumer Discretionary | |
Starbucks (NASDAQ: SBUX) is absorbing an estimated $300 million restructuring charge to shutter roughly 250 North American locations, marking the second notable footprint contraction in a year under its ongoing turnaround strategy.
As management cuts global new-store guidance and redirects capital... Read the Full Story |
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Consumer Discretionary | |
Insider buying is not unusual at Harley-Davidson (NYSE: HOG), but Q3 activity stands out from recent quarters. While insiders buy and sell nearly quarterly, Q3 activity reflects a surge and a signal worth investigating. The question is whether Harley-Davidson insiders signal value and opportunity, ... Read the Full Story |
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Consumer Discretionary | |
Shares of Stitch Fix (NASDAQ: SFIX) fell about 25% in morning trading on Thursday, Sept. 24, after the company announced its fourth-quarter earnings for its fiscal year 2026 (FY2026). The issue wasn't the results, which were solid, but guidance.
In Q4 FY2026, Stitch Fix delivered revenue of $324.42... Read the Full Story |
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Markets | |
As the U.S.-China AI race heats up despite tech leaders' growing calls for caution, the meeting between Presidents Trump and Xi in late September 2026 may have been more of an opportunity to reduce risks incrementally rather than a chance to fully reset the rivalry between the two nations.
Investor... Read the Full Story |
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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.
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Industrials | |
When it comes to dividend stocks, stability tends to be key. Companies with established brands and operations that support predictable and sustainable financials tend to thrive—and the result is that a relatively small number of major dividend leaders often end up dominating lists. Other companies ... Read the Full Story |
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Healthcare | |
The healthcare sector has performed fairly well so far in 2026 due to several factors: GLP-1 medications continue to drive new business and interest, while groundbreaking AI applications help enhance and accelerate the drug discovery process. On top of that, potential mergers and acquisitions activ... Read the Full Story |
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Technology | |
Akamai Technologies (NASDAQ: AKAM) recently secured a $11.6 billion cloud infrastructure commitment from AI developer Anthropic. This agreement accelerates Akamai's evolution from a legacy content delivery network into a distributed compute operator.
Capitalizing on this structural shift requires a... Read the Full Story |
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Technology | |
Insiders are selling one of the top beneficiaries of the AI boom, a software behemoth facing a wave of negative sentiment, and an up-and-coming fintech name. Not only does the recent performance among these names differ significantly, but so do the details of their recent insider sales. Amid this, ... Read the Full Story |
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Markets | |
The technology sector is knocking on the door of a major move. The Nasdaq-100, which tracks 100 of the largest non-financial companies listed on the Nasdaq, is pressing up near its all-time high after breaking out of a multi-month consolidation. If it clears that level and follows through, it could... Read the Full Story |
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Tuesday'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 Monday, September 28, 2026 at 7:18 PM.
onsemi Bull Case -
ON Semiconductor Corporation is currently trading at $75.65, which is significantly below the consensus price target of $96.44 set by analysts, suggesting substantial upside potential for investors who believe in the company's long-term strategy.
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The company has identified a potential $213 billion opportunity in AI power, positioning itself to benefit from rising semiconductor content in data centers, which is a major growth driver for the semiconductor industry.
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ON Semiconductor Corporation recently reported quarterly earnings that exceeded estimates, with revenue up 9.2% year over year and EPS of $0.74 versus the $0.72 consensus, demonstrating strong operational performance and financial health.
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The pending acquisition of Synaptics is viewed favorably as it adds connected-compute, software, and edge-AI capabilities, with the company expecting the transaction to become earnings-accretive within 18 months of closing.
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Several prominent investment firms, including Seaport Research and Roth MKM, have initiated or maintained Buy ratings on ON Semiconductor Corporation, grouping it with other AI-infrastructure beneficiaries, which signals strong institutional confidence in its growth prospects.
onsemi Bear Case -
Insider trading data shows that CFO Trent Thad sold 90,000 shares over the past six months, with no reported insider purchases, which may temper enthusiasm around the company's long-term outlook and suggest insiders are taking profits.
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ON Semiconductor Corporation has a high beta of 2.00, indicating that its stock is twice as volatile as the overall market, which could lead to significant price swings and higher risk for investors.
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The company's P/E ratio of 48.49 is relatively high, suggesting that the stock may be overvalued relative to its current earnings, which could limit upside potential if growth does not accelerate as expected.
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Recent quarterly results, while strong, show that the company's revenue growth of 9.2% year over year is moderate, and the stock's recovery depends on converting AI and data-center opportunities into sustained growth, which may not materialize as planned.
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ON Semiconductor Corporation has a debt-to-equity ratio of 0.51, which, while manageable, indicates a moderate level of leverage that could become a concern if interest rates rise or if the company faces unexpected financial challenges.
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