Invesco S&P 500 Equal Weight Tech ETF(RSPT.US)

Company Encyclopedia
View More
name
Invesco S&P 500 Equal Weight Tech ETF
RSPT.US
News
View More

Why ON Semiconductor (ON) Is Up 14.3% After Boosting Buybacks And Accelerating GaN Power Push

ON Semiconductor has announced a $6.00 billion share repurchase program and is advancing a 650V Gallium Nitride power semiconductor initiative with GlobalFoundries, supported by EU subsidies. This strategy aims to enhance its portfolio in energy-efficient solutions for AI data centers and electrified transport. Despite the positive outlook, concerns remain about underutilized capacity and margin pressures. Analysts project a revenue of $7.5 billion and earnings of $1.9 billion by 2028, with varying fair value estimates for the stock between $44.08 and $70.00.

Simplywall·
US
ON
+2.09%
Simplywall·
US
ON
+2.09%

Analog Devices (ADI): New Buy Recommendation for This Technology Giant

Morgan Stanley analyst Joseph Moore has maintained a Buy rating on Analog Devices (ADI), with shares closing at $292.89. Moore, a 5-star analyst, has an average return of 20.6% and a 60.95% success rate. The overall analyst consensus for Analog Devices is a Strong Buy, with an average price target of $290.50.

Tip Ranks·
US
ADI
+0.59%
Tip Ranks·
US
ADI
+0.59%

Lam Research (LRCX) Is Up 19.1% After Fresh Analyst Support for Its AI Chip Tools

Lam Research (LRCX) shares have surged 19.1% following positive analyst coverage from firms like Citi and Aletheia Capital, emphasizing its role in AI and high-performance computing semiconductor manufacturing. Analysts predict strong demand for Lam's wafer fabrication equipment, although concerns remain about customer spending and market concentration. Citi's inclusion of Lam in its Large Cap Recommended list for 2026 highlights optimism tied to AI-related spending. Despite the bullish sentiment, the company's revenue and earnings forecasts suggest potential downside, with fair value estimates ranging widely among analysts.

Simplywall·
US
LRCX
+8.66%
Simplywall·
US
LRCX
+8.66%

Storage is exploding again! AI inference and multimodal drive data explosion, hard disk and flash memory manufacturers will become the biggest beneficiaries

The market is experiencing a logical shift from "buying shovels (GPUs)" to "building warehouses (storage and hardware)." With the explosion of AI inference demand and the exponential growth of multimodal data, storage is no longer just a container for data, but an indispensable "working memory" in AI computing flows. Bank of America believes that this transformation will make storage, edge devices, and network connectivity vendors the new beneficiaries in the next wave after GPUs

Wallstreetcn·
US
WDC
+6.81%
US
SNDK
+12.81%
US
MU
+5.53%
Wallstreetcn·
US
WDC
+6.81%
US
SNDK
+12.81%
US
MU
+5.53%

US Futures Steady After Upbeat Session

US stock futures remained steady after a positive trading session, with the Dow and S&P 500 reaching record highs. The Dow rose 0.99% and the S&P 500 increased by 0.62%. Semiconductor stocks saw significant gains, with Micron Technology and others rising between 5.6% and 10%. Data storage companies also performed well, with SanDisk surging 27.6%. Nvidia's CEO reported strong demand for AI chips in China at the CES conference.

Trading Economics·
US
SNDK
+12.81%
US
MU
+5.53%
Trading Economics·
US
SNDK
+12.81%
US
MU
+5.53%
© 2026 Longbridge｜Disclaimer