TXN News | Roxom Stocks

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TX

Mkt Cap

$243.51B

Volume

5.79M

Next Earnings

October 20th

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MCHP's Analog AI Deal Gains Momentum: Can It Outpace NXPI & TXN?Microchip Technology's technology-licensing business is growing, with Q1 FY27 licensing revenues reaching $42.6M. Its Silicon Storage Technology subsidiary secured AnalogAI as a customer for memBrain SAGE IP, which enables ultra-low-power AI inference on edge devices. The deal expands MCHP's edge-AI exposure but faces intense competition from NXP and Texas Instruments in the growing edge-AI market.Zacks Investment Research · Sep 17, 2026

TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?Texas Instruments' data center revenues doubled year-over-year in Q2 2026, driven by AI infrastructure spending. The company expects to outgrow the data center market in 2026, supported by R&D investments, manufacturing capacity, and the shift toward 800-volt architectures that increase chip content. Competitors Analog Devices and ON Semiconductor also show strong data center growth, though TXN's broad analog portfolio and capacity position provide competitive advantages.Zacks Investment Research · Sep 16, 2026

Buy TI and NVIDIA for Exposure to Semiconductor BoomThe semiconductor industry is positioned for exceptional growth through 2026-2027, driven primarily by AI infrastructure demand and data-center expansion. Global semiconductor sales are expected to grow 89.9% in 2026 to $1.51 trillion, with memory and AI infrastructure as primary drivers. However, near-term challenges include geopolitical tensions, supply-chain constraints, elevated memory prices, and potential tariff impacts. NVIDIA and Texas Instruments are highlighted as top picks to benefit from this cycle.Zacks Investment Research · Sep 15, 2026

The Zacks Analyst Blog Highlights Eli Lilly, Palo Alto, Texas Instruments and Stratus PropertiesZacks equity research analysts featured four stocks in their daily blog: Eli Lilly benefiting from strong GLP-1 drug demand with pipeline progress; Palo Alto Networks outperforming the security industry through platformization and AI-driven threat defenses; Texas Instruments gaining from broadening demand across industrial, data center and automotive markets; and Stratus Properties executing a board-approved liquidation plan with near-term asset disposition catalysts.Zacks Investment Research · Sep 10, 2026

MCHP Rides on Open-Standard Connectivity: Can It Beat ADI & TXN?Microchip Technology (MCHP) is expanding its automotive connectivity portfolio with an open-standard ASA Motion Link (ASA-ML) display connectivity solution for software-defined vehicles. The company's automotive business is gaining momentum with 29.3% year-over-year sales growth and automotive representing 15% of Q1 FY2027 revenues. However, MCHP faces intense competition from Texas Instruments and Analog Devices, both of which have strong automotive portfolios and growing market share. MCHP trades at a forward P/E of 18.33 and holds a Zacks Rank #3 (Hold) rating.Zacks Investment Research · Sep 9, 2026

ADI Declines 5.6% in a Month: Time to Buy, Sell or Hold the Stock?Analog Devices (ADI) is experiencing strong growth driven by industrial demand recovery and expanding AI data center activity, particularly in optical and power applications. The company expects optical circuit switching revenues to roughly double in fiscal 2026 and 2027. ADI's adjusted gross margin reached 72.5% and operating margin expanded to 50% in Q3, though the stock trades at a premium valuation of 9.76X forward P/S compared to the industry average of 7.74X. Analysts recommend buying the stock citing broad-based recovery and durable growth prospects.Zacks Investment Research · Sep 7, 2026

Buy These 5 Semiconductor Stocks as Sales Skyrocket on Solid AI DemandGlobal semiconductor sales reached $146.8 billion in July, up 6.4% sequentially and 135.1% year-over-year, marking 17 consecutive months of growth. Driven by strong AI demand and robust earnings from major chip companies, five semiconductor stocks are recommended as attractive investment opportunities with significant growth potential.Zacks Investment Research · Sep 7, 2026

Nvidia's $13 Billion Hugging Face Deal Expands Open-Source AINvidia announced a $12.9 billion acquisition of Hugging Face, a major open-source AI platform with 18 million users and 3 million models. The deal, expected to close in 2027, aims to strengthen Nvidia's AI ecosystem and drive demand for its computing infrastructure as competitors develop their own AI chips. Nvidia's stock gained 1.8% following the announcement.Zacks Investment Research · Sep 4, 2026

Should You Buy Texas Instruments Stock Despite Its Premium Valuation?Texas Instruments (TXN) trades at a premium valuation of 26.97x forward P/E compared to the sector average of 20.22x, but the article argues this is justified. The company delivered strong Q2'26 results with 23% revenue growth and 52% EPS growth, while data center revenues doubled year-over-year. TXN benefits from AI infrastructure buildout through analog and embedded chips, plans to internalize 95% of wafer production by 2030, and generates substantial free cash flow. The company holds a Zacks Rank #2 (Buy) rating.Zacks Investment Research · Sep 3, 2026

Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.The Motley Fool · Sep 1, 2026

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Earnings

Dividends

Ex Oct 30

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Yield2.28%

Annual$6.08