Scenarios that move ON
ON Semiconductor Corporation - Common Stock
Scenarios that move ON: 9 analyses, 5 positive, 4 negative.
- · TSMC says AI chip demand far exceeds available supply — ▼ · impact -40 · confidence low · horizon quarters
- · Tesla to report Q3 earnings with automotive margins in focus — ▲ · impact +48 · confidence low · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▼ · impact -25 · confidence low · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▼ · impact -44 · confidence low · horizon quarters
- · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▼ · impact -25 · confidence low · horizon weeks
- · NIO announces strategic transaction agreements with Geely — ▲ · impact +10 · confidence low · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▲ · impact +46 · confidence medium · horizon quarters
- · Flex acquires EPC Power for $4.4 billion — ▲ · impact +41 · confidence medium · horizon quarters
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▲ · confidence medium