Scenarios that move TXN
Texas Instruments Incorporated - Common Stock
Scenarios that move TXN: 16 analyses, 6 positive, 10 negative.
- · TSMC says AI chip demand far exceeds available supply — ▼ · impact -40 · confidence medium · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▼ · impact -35 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▼ · impact -25 · confidence low · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▼ · impact -37 · confidence medium · horizon quarters
- · Amazon signs $1 billion Synopsys deal for AWS chips — ▼ · impact -25 · confidence low · horizon quarters
- · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▼ · impact -20 · confidence low · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▼ · impact -30 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -35 · confidence low · horizon quarters
- · Nvidia demand outpaces its 70% growth forecast — ▼ · impact -30 · confidence low · horizon weeks
- · Intel stock jumps 7.6% in today's trading session — ▲ · impact +30 · confidence low · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -35 · confidence low · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▲ · impact +94 · confidence high · horizon immediate
- · Flex acquires EPC Power for $4.4 billion — ▲ · impact +35 · confidence low · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▲ · impact +60 · confidence low · horizon quarters
- · ◇ What if… Apple Acquires Peloton To Enter The Home Fitness Market — ▲ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▲ · confidence medium