INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of ON Semiconductor Corporation - ON

Pomerantz LLP is investigating ON Semiconductor Corporation for potential securities fraud following its announcement of an all-stock acquisition of Synaptics Incorporated for approximately $7 billion. The deal, announced on June 25, 2026, resulted in ON Semiconductor's stock price dropping 23.66% to $90.65 per share on June 26, 2026, prompting investor concerns.

07/07/2026, 5:54 PM • GlobeNewswire

onsemi: What the Market Gets Wrong, You Can Get Right

onsemi's stock fell 25% following its $7 billion acquisition of Synaptics, but analysts argue the market misunderstands the strategic value. The deal positions onsemi at the nexus of physical AI and robotics by combining onsemi's SiC semiconductor technology with Synaptics' edge AI processing and sensing capabilities. Despite near-term dilution concerns (13.45% share dilution), the combined company expects 38% revenue growth and $200 million in annual cost savings, with long-term potential for triple-digit upside as it capitalizes on the semiconductor supercycle.

06/30/2026, 11:06 AM • Investing

2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel

The article highlights ON Semiconductor and Rockwell Automation as undervalued industrial stocks poised to benefit from AI inference spending growth. ON Semiconductor's AI data center revenue is expected to double from $250M (2025) to $500M (2026), while Rockwell Automation is embedding AI inference models into its industrial automation solutions through partnerships with Nvidia. Both companies currently have low AI exposure but are positioned for significant long-term growth as the AI market shifts from infrastructure investment to inference deployment.

06/29/2026, 9:05 PM • The Motley Fool

3 Beaten-Down AI Chip Stocks to Consider Buying in the Sell-Off

AI chip stocks have experienced a significant sell-off due to concerns about whether AI spending will justify industry investments. The article examines three beaten-down chip stocks—Nvidia, ON Semiconductor, and Intel—as potential buying opportunities. Nvidia trades at 29x earnings with strong 85% revenue growth; ON Semiconductor fell 23% after announcing a $7 billion acquisition but shows signs of cyclical recovery; Intel has surged on turnaround efforts but remains unprofitable on a GAAP basis. The author favors Nvidia as the least risky of the three.

06/26/2026, 11:30 PM • The Motley Fool

Application Specific Integrated Circuit Market Size to Grow $38.47 Billion by 2035 | SNS Insider

The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035 at a 6.30% CAGR, driven by surging AI accelerator demand from hyperscalers and rising custom silicon adoption in automotive and industrial sectors. Full custom ASICs are the fastest-growing segment, while consumer electronics and industrial applications lead market demand.

06/24/2026, 3:30 AM • GlobeNewswire

onsemi Introduces Industry-First Elite Pairing Studio to Simplify Power Design

onsemi launched the Elite Pairing Studio, an industry-first cloud-based design tool that helps engineers quickly identify optimal pairings of SiC MOSFETs and gate drivers for power electronics applications. The interactive simulation platform accelerates development by enabling early evaluation of device-level switching behavior and trade-offs, reducing design iterations for AI data centers, electric vehicles, and industrial systems.

06/08/2026, 3:00 AM • GlobeNewswire

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

3 Stocks Rallying on Micron’s Price Boost: Substance or Hype?

UBS analyst Timothy Arcuri raised Micron Technology's price target to $1625, citing a fundamental shift in high-bandwidth memory (HBM) from cyclical to AI-driven structural growth. This sparked a semiconductor rally, with three stocks gaining sympathy: Western Digital (strong fundamentals with long-term agreements), Rambus (undervalued IP licensing play), and onsemi (sympathy rally lacking substance, appearing overvalued).

05/29/2026, 8:14 AM • Investing

Nasdaq 100 Hits Record Above 30,000 On Micron's 18% Rally: Stock Market Today

The Nasdaq 100 crossed 30,000 during intraday trading as semiconductor stocks surged, led by Micron Technology's 18% gain following a UBS analyst price target hike to $1,625. The rally was driven by increased AI spending expectations from hyperscalers, with chip stocks dominating market leadership. The S&P 500 rose 0.6%, while the Russell 2000 outperformed with a 1.7% gain. AutoZone plunged 10.1% after missing revenue estimates despite beating EPS.

05/26/2026, 1:57 PM • Benzinga

Stock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High

Tech stocks surged on Wednesday despite a hotter-than-expected April PPI reading (6% YoY vs 4.8% expected), which rekindled inflation concerns. The Nasdaq 100 gained 0.7% led by semiconductor strength, while rate-sensitive sectors like utilities and financials declined. Nvidia hit record highs above $226 ahead of earnings, Ford surged 11.9% on strong Q1 results, and software stocks like Dynatrace and Doximity fell sharply on disappointing earnings.

05/13/2026, 1:38 PM • Benzinga

onsemi Stock Dips After Earnings: Why the Dip Is Buyable

onsemi reported strong Q1 earnings with 4.1% revenue growth and beat expectations, driven by data center demand growing 30% sequentially and over 100% YoY. The stock pulled back 5% after hours in a sell-the-news event despite solid margins and positive guidance. Analysts view the dip as a buying opportunity, with support levels in the low $90s and potential for significant upside if the company executes its growth projections.

05/05/2026, 11:33 AM • Investing

Nvidia’s China Connection: Investor Risks With Earnings Ahead

Nvidia faces investor scrutiny ahead of May 20 earnings as the company maintains 0% official GPU market share in China due to U.S. restrictions on advanced chips, though a booming gray market suggests significant smuggled hardware sales. Despite high analyst expectations (96% Buy rating, 40% upside consensus), the key risk is determining how much backlogged revenue stems from China and how U.S. export controls will impact results. The company's trillion-dollar backlog through 2027 and strong datacenter demand from hyperscalers provide positive catalysts, though stock price action has been tepid compared to other chip stocks.

05/05/2026, 8:42 AM • Investing

Stock Market Today: Dow, S&P 500, Nasdaq Futures Rise As Traders Monitor US-Iran Ceasefire— Duolingo, Pinterest, AMD In Focus (UPDATED)

U.S. stock futures rose on Tuesday following President Trump's announcement of 'Project Freedom' to reopen commercial shipping through the Strait of Hormuz, amid US-Iran tensions. Key movers included Duolingo (down 12.77% despite beating estimates due to weak guidance), Pinterest (up 16.59% on strong Q1 results), AMD (up 1.94% ahead of earnings), and Inspire Medical Systems (down 21.04% after narrowing revenue guidance). Analysts remain optimistic on tech stocks driven by AI investments and strong corporate earnings.

05/05/2026, 8:34 AM • Benzinga

Stock Market Today: Dow Jones, S&P 500 Futures Rise As Traders Monitor US-Iran Ceasefire— Duolingo, Pinterest, AMD In Focus

U.S. stock futures rose on Tuesday following President Trump's announcement of 'Project Freedom' to reopen commercial shipping through the Strait of Hormuz, amid US-Iran military tensions. Key movers included Duolingo (down 12.77% despite beating estimates due to weak guidance), Pinterest (up 16.59% on strong Q1 results), AMD (up 1.94% ahead of earnings), and Inspire Medical Systems (down 21.04% after narrowing revenue guidance). Analysts remain optimistic on technology stocks driven by AI investments and strong corporate earnings.

05/05/2026, 5:19 AM • Benzinga

On Semiconductor Beats Q1 Earnings, Revenue Estimates — Stock Slides

On Semiconductor reported Q1 earnings of 64 cents per share, beating analyst estimates of 60 cents, and revenue of $1.51 billion, exceeding the $1.49 billion consensus. The company's AI data center revenue more than doubled year-over-year with 30% sequential growth. Despite beating expectations, ON stock declined 4.41% in after-hours trading to $97.54. For Q2, the company guided for adjusted EPS of 65-77 cents and sales of $1.535-$1.635 billion.

05/04/2026, 4:35 PM • Benzinga