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ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the growing power-density, efficiency and thermal-management challenges faced by next-generation AI infrastructure.

The GaNEXUS family includes GaN FETs spanning voltage ranges from 40V to 650V, along with integrated smart GaN devices featuring built-in protection capabilities. According to ON, these solutions deliver faster switching speeds, lower switching losses, higher power density and improved thermal performance compared with traditional silicon-based technologies. These advantages are increasingly important as AI data centers consume more power and require greater energy efficiency.

Management highlighted that AI data centers are among the primary target applications for GaNEXUS, particularly in power delivery systems, intermediate bus converters, battery backup units and high-voltage power architectures. The technology can reduce magnetic component sizes by up to 60%, improve power density by as much as 2x and generate efficiency gains that can significantly lower operating costs at scale.

The GaNEXUS launch comes as onsemi gains momentum in AI data centers, with first-quarter 2026 revenues from the segment rising more than 30% sequentially and doubling year over year, driven by broader adoption across the power tree by multiple XPU vendors and leading hyperscalers. Management also disclosed that its overall GaN solutions design funnel has exceeded $1.5 billion, spanning products from 40V to 1,200V. This robust pipeline underscores growing customer interest in GaN-based power solutions and provides visibility into future growth opportunities.

Overall, GaNEXUS strengthens On Semiconductor's position in the fast-growing AI infrastructure market, with its advanced GaN solutions complementing existing power technologies and supporting long-term AI data center growth.

Competitive Landscape in AI Data Center Power Solutions

While On Semiconductor is strengthening its position in AI data center power management through the launch of its GaNEXUS portfolio, competition in the high-performance power semiconductor market remains intense. Key rivals such as Texas Instruments Incorporated TXN and STMicroelectronics N.V. STM are also investing heavily in technologies that support next-generation AI infrastructure.

Texas Instruments continues to capitalize on growing demand from data centers and enterprise computing through its leadership in analog and power management semiconductors. The company has significantly expanded its internal manufacturing footprint and 300-millimeter wafer capacity, enhancing supply-chain resilience and cost competitiveness. Its broad portfolio of power-management integrated circuits positions TXN to benefit from rising power-efficiency requirements across AI servers and data center architectures.

Meanwhile, STMicroelectronics is strengthening its presence in AI infrastructure through its expertise in silicon carbide, power management and industrial solutions. The company is increasingly targeting AI infrastructure opportunities, including high-efficiency power conversion systems and data center applications. STM is also expanding its capabilities in silicon carbide and optical interconnect technologies, which are expected to play an important role in supporting next-generation AI computing platforms.

Story Continues

ON’s Price Performance, Valuation & Estimates

Shares of ON Semiconductor surged 116.1% year to date (YTD) compared with the industry’s 61.3% rise.

ON’s YTD Price PerformanceZacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, ON trades at a forward price-to-earnings (P/E) multiple of 32.07, down from the industry’s average of 33.18.

ON’s P/E Ratio (Forward 12-Month) vs. IndustryZacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ON’s 2026 and 2027 earnings per share has increased in the past 60 days. The company is likely to report strong earnings, with projections indicating a 31.5% year-over-year rise in 2026 and 41.1% in 2027.Zacks Investment Research

Image Source: Zacks Investment Research

ON Semiconductor currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Texas Instruments Incorporated (TXN) : Free Stock Analysis Report

STMicroelectronics N.V. (STM) : Free Stock Analysis Report

ON Semiconductor Corporation (ON) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Quick Read

Tuesday's 'buy the dip' rally failed again, leaving the Nasdaq down 1% and S&P 500 lower, while bond yields pulled back from key resistance levels. Nike (NKE) was cut to Sector Perform at RBC with a $50 target, while STM was upgraded to Buy at Bank of America targeting $100. Oil dropped 3% as Iran peace optimism and increased Strait of Hormuz traffic drove selling, offering pump relief during the summer driving season. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

Pre-Market Stock Futures:

Futures are trading lower after the stock market tried to take a cue from Monday's action, and things didn't work out quite as well on Tuesday. Once again, the market gapped open higher as the "Buy the dip" legions came in to ride what they thought would be another wave higher, only to once again see the gains reversed. This time, Monday's pattern repeated, but the damage was greater: two of the four major indices closed lower, with the Dow Jones Industrial Average, which was the only index to close lower on Monday, finishing the session higher at 50,871, up 0.17%. The small-cap-heavy Russell 2000 closed the day at 2,864, up 0.32%. The Nasdaq finished the day down 0.97% at 25,678, while the S&P 500 was last seen down 0.26% at 7,386.

Treasury Bonds:

Yields were down across the Treasury curve, as every time the long end gets over the 5% levels, and the 10-year trades above 4.50%, the buyers return. Part of this is a yield play, but another big factor is adding some insurance, and many see an inevitable big decline coming our way. Either way, when the dust settled on Tuesday, the 30-year-long bond closed the day at 5.01%, while the benchmark 10-year note was last seen at 4.53%. Today's report on the Consumer Price Index for May and Thursday's Producer Price Index print could shape how the bond market trades for the rest of the second quarter.

Oil and Gas:

Oil prices were down across the board on Tuesday, as hopes for an end to the war with Iran surged on positive comments from the president, plus reports indicating that traffic in the Strait of Hormuz has increased, all of which added to the selling pressure, which Americans are cheering as the busy summer driving season is underway. Brent Crude closed the day at $91.65, down 2.75%, while West Texas Intermediate was last seen at $88.51, down 3.06%. The final trade for Natural Gas was reported at $3.14, down 3.o2%.

Gold:

The precious metals had a tough day, as trading remained range-bound for both Gold and Silver. This comes as Paul Wong, Sprott's market strategist, reminded investors that rising debt and inflation will remain the wind in the sails of the precious metals complex, which, as we have noted, has traded range-bound since late February. Gold closed Tuesday's session at $4,259, down 1.61%, while the last trade for Silver was reported at $65.21, down a whopping 4.08%.

Story Continues

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

Crypto:

Cryptocurrency markets declined on Tuesday, with Bitcoin trading near $62,500 after posting a roughly 1% loss over the past 24 hours. The broader digital asset market stayed under selling pressure as investors digested ongoing ETF outflows. Mid-week trading showed disappointing momentum, with crypto largely decoupling from a global rally in risk assets, which has run into a wall over the last two days. Although geopolitical tensions appeared to ease, concerns lingered about the prolonged streak of outflows from U.S. spot Bitcoin ETFs. At 8 AM EDT, Bitcoin traded at $62,030, while Ethereum traded at $1,659.

24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday, June 10, 2026.

Upgrades:

Cava Group (NYSE: CAVA) was upgraded to Buy from Neutral at UBS, which bumped the target price for the stock to $90 from $85. Entergy(NYSE: ETR) was upgraded to Outperform from In Line at Evercore ISI, which raised the target price for the utility giant to $121 from $115. GlobalFoundries (NASDAQ: GFS) was upgraded to Buy from Neutral at Arete, without a target price. Pfizer (NYSE: PFE) was upgraded to Sector Perform from Underperform at RBC Capital, with a $25 target price. STMicroelectronics (NYSE: STM) was raised to Buy from Neutral at Bank of America, which raised the target price for the shares to $100 from $83.

Downgrades:

BILL Holdings (NYSE: BILL) was cut to Hold from Buy at Truist, which dropped the target price for the stock to $35 from $45 Hess Midstream (NYSE: HESM) was cut to Underweight from Equal Weight at Morgan Stanley, which has a $38 target price. Nike (NYSE: NKE) was downgraded to Sector Perform from Outperform at RBC Capital, which cut the target price for the sports apparel and shoe giant to $50 from $70. Nuvalent (NASDAQ: NUVL) was downgraded to Hold from Buy at TD Cowen, which dropped the target price for the share to $124 from $140. Taylor Morrison(NYSE: TMHC) was downgraded to Peer Perform from Outperform at Wolfe Research, with a $72.50 target price. That is the amount Berkshire Hathaway is paying to acquire the company.

Initiations:

3M Company (NYSE: MMM) was initiated with an Underperform rating at Bernstein, with a $131 target price. HoneywellInternational (NYSE: HON) was started with a Market Perform rating at Berstein, with a $233 target price. Power Integrations (NASDAQ: POWI) was started with a Buy rating at Needham, with a $90 target price objective. SharkNinja (NYSE: SN) was initiated with an Overweight rating at Piper Sandler, with a $150 target price. Vertiv Holdings (NYSE: VRT) was started with an Outperform rating at Bernstein, and has a $416 target price for the stock.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bill Holdings didn't make the cut. Grab the names FREE today.

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Die ADI-Aktien haben sich im Laufe eines Jahres um 77,4% erhöht und übertrafen damit die Zacks-Computer- und Technologie-Sektorsappreciation von 43,5%. Der Anstieg des Aktienpreises ist auf die Wiederherstellung der Investorenvertrauens in eine breit gefächerte Erholung im ADI-industriellen Segment und den AI-bezogenen Datenbankanforderungen zurückzuführen, die höhere Auslastung und einen günstigen Mix bewirken. ... (rest des Inhalts übersetzt)

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Die europäischen Aktienmärkte erlitten am 8. Juni eine breit gefächerte Liquidation, als ein globaler Bewertungsreset in AI-Hardware mit intensivierender geopolitischer Instabilität zusammenfiel.

Der pan-europäische STOXX-600-Index stürzte auf einen zweiwöchigen Tiefstand ab, wobei der Technologie-Sektor den Absturz anführte. Eine schwere, hochvolumige Rout in asiatischen und amerikanischen Tech-Portfolios am Wochenende setzte ein düsteres Signal für kontinentale Handelsbüros, während ein neuer Austausch von Raketenangriffen zwischen Israel und Iran die Energiekosten auf einen neuen Höhepunkt trieben, um frische Inflationsdruck auf globale Zentralbanken auszuüben.

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STMicroelectronics N.V. STM hat sich als einer der stärksten Spieler im Halbleitersektor etabliert, mit einem Aktienkurs, der innerhalb von drei Monaten um fast 150% gestiegen ist, verglichen mit dem Wachstum des gesamten Sektors von 29,3%. Die Rallye wird durch verbesserte Geschäftsgrundlagen, starke Nachfrageentwicklung und wachsendes Interesse der Investoren an der Erweiterung der Exposition zur künstlichen Intelligenz (KI)-Infrastruktur getrieben. Im ersten Quartal 2026 haben die Manager starkes Buchungsmomentum in allen Endmärkten, normalisierte Verteilungslagerbestände und wachsende Möglichkeiten in KI, Datenzentren und industriellen Anwendungen hervorgehoben. Die Firma projektiert auch ein Doppelstelliges Umsatzwachstum für 2026, was die Zuversicht in ihre Erholungsgeschichte stärkt.

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Europäische Chip-Aktien fallen in der Frühphase des Handels, folgen den Rückschlägen für Tech-Aktien in Asien und den USA. Der semiconductor-reiche AEX-Index ging um 0,4% zurück, da Europas wertvollstes Unternehmen ASML um 3,2% fiel. Auch ASM International und BE Semiconductor gingen in Amsterdam um 4% zurück.

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London (UKX [https://seekingalpha.com/symbol/UKX]) -0,13%, Der Britische Pfund hielt sich über $1,34 bei US-Iran-Verhandlungsbedenken. Deutschland (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) -0,21% Frankreich (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0,15%; Frankreichs Handelsdefizit schrumpft im April. [https://seekingalpha.com/news/4600921-france-trade-gap-shrinks-in-april#source=url_first_level%3Amarket-news%7Csection%3Amarket-pulse%7Csection_asset%3Anews_title] In anderen Teilen Europas...

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Investing.com -- Europäische Halbleiteraktien fielen am Donnerstag, nachdem Broadcom seine $100-Milliarden-Artificial-Intelligence-Einnahmevorhersage unverändert hielt, Investoren enttäuschte und den U.S.-Chip-Hersteller um mehr als 13% in Vorhandelstrading fallen ließ.

Nokia-Aktien sanken um mehr als 9%, während STMicroelectronics, Infineon, ASML und ASM zwischen 2% und 6% fielen.

Broadcom veröffentlichte Einnahmen von $22,2 Milliarden und EPS von $2,44 für das zweite Quartal, was Wall-Street-Schätzungen von $22,1 Milliarden und $2,39 übertraf. AI-Halbleiter-Einnahmen stiegen um 143% im Vergleich zum Vorjahr auf $10,8 Milliarden, was Erwartungen übertroffen hat.

Aber das Unternehmen hielt seine Einnahmevorhersage für das Jahr 2027 bei $100 Milliarden fest, enttäuschte Investoren, die eine Aufstockung erwartet hatten, gegeben den Stärke seiner Custom-Chip-Programme.

Für das laufende Quartal führte Broadcom Einnahmen von etwa $29,4 Milliarden vor, über Erwartungen von $28,6 Milliarden hinaus, obwohl die AI-Halbleiter-Einnahmevorhersage von $16 Milliarden unter der Straße von $17,2 Milliarden fiel.

Grossmargen werden um etwa 300 Basispunkte auf etwa 74% sinken, was ein reichhaltiger Mix an Custom-Accelerator-Chips widerspiegelt.

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Der Philadelphia-Semikondensator-Index SOX erreichte ein Rekordhoch, als AMD, Marvell und andere Halbleitertitel stiegen.

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STMicroelectronics erwartet nun einen Umsatz von etwa 1 Milliarde US-Dollar in den Datenzentren im Jahr 2026, anstatt der zuvor genannten Zielmarke von 'nicht schlecht über 500 Millionen US-Dollar'.