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Stock impact report

Don't Sleep on ON Semiconductor Corp (NASDAQ:ON): A Potential Outperformer [Yahoo! Finance]

ON Semiconductor Corporation (ON) 
Last on semiconductor corporation earnings: 2/3 06:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
Investors are on tenterhooks as Jensen Huang's AI giant is about to release earnings. Gene Munster, Deepwater Asset Management managing partner, said in an interview with CNBC that the broader market can see a pullback if Blackwell-related delays show a wider impact on the AI chips market. The analyst predicted that it's going to be a “difficult week” for major tech companies. However, Munster is highly bullish on the broader AI space for the long term. “I still think that we are in an early innings of a 3 to 5 year tech bull market that is powered by AI, and I think all these big tech companies are going to do well over the next couple of years,” Munster said. The analyst said that Jensen Huang has indicated in the previous quarters that the demand for AI chips is more than what his company could manage in the short term, and if he reiterates this in the upcoming results, it would give a strong signal to investors about the AI potential. “There is a lot of awareness about AI Show less Read more
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