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On Semiconductor

On Semiconductor (ON US)

77
Analysis
Information TechnologyUnited States
ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The Company's products include integrated circuits, and analog ICs. ON also offers discrete semiconductors in a variety of surface mount and standard packages.
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09 Jan 2022 22:43

1H22 Obex Research Long Portfolio

With the big rate driven selloff in growth stocks, we highlight our top long ideas including ON Semi, Palo Alto Networks, Alibaba, Amazon, and...

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14 Dec 2021 18:21

Supports Holding Despite Concerning Developments; Semis & Home Improvement Retailers Attractive

Market dynamics continue to deteriorate and there are plenty of reasons to be concerned. However, the bottom line is that Russell 2000 (IWM) is...

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03 Nov 2021 01:09

U.S. Equity Strategy: All Eyes On The Small Cap Russell 2000. Buying Semiconductors, Solar, Truckers

The PHLX Semiconductor index (SOXX) and the equal-weighted Transportation Sector (XTN) are the latest cyclical areas to break out to new YTD...

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bullishS&P 500 INDEX
01 Sep 2021 05:17

U.S. Equity Strategy: Conditions Improving; Watching Cyclicals, 10-Yr Yield. Buying Casinos, Semis

We are watching the 10-year Treasury yield, small-caps (IWM), Financials (XLF), and Industrials (XLI) closely for signs that a new broad-based...

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05 Aug 2021 01:21Syndicated

Weekly Innovation Review (WIRE) #43

Headline Developments: China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and...

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