J Studios/DigitalVision via Getty Images I previously covered ON Semiconductor Corporation ( ON ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to the ongoing recovery in its performance metrics since the trough FQ1'25 performance and the robust growth prospects from its diversified end markets aided by the higher bookings. This was on top of the potentially outsized...
J Studios/DigitalVision via Getty Images I previously covered ON Semiconductor Corporation ( ON ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to the ongoing recovery in its performance metrics since the trough FQ1'25 performance and the robust growth prospects from its diversified end markets aided by the higher bookings. This was on top of the potentially outsized AI-related growth prospects and the management's reiterated FY2027 guidance, with the cheap valuations also lending credence to its deep-value Buy thesis. In this article, I shall discuss why I am reiterating my Buy rating for the ON stock, albeit after a slight correction to the 50-day moving averages, given the recently outsized rally and the overbought technical indicators. My optimism is attributed to the robust adoption of its new portfolios across different end markets, the profitable growth trends as observed in the management's FQ1'26/long-term guidance, the healthier balance sheet, and the still cheap valuations despite the outsized rally from 52 weeks low. ON Proves Its Electrification Beneficiary Status ON 1Y Stock Price (TradingView) Since my last Buy rating, ON has charted an upward momentum by the double digits compared to the wider market at the single digits, thanks to the November 2025 market rotation to value/dividend-oriented sectors after the AI-related fears post Q3'25 earnings season. This is significantly aided by the notable bottoming trends observed in the automotive and industrial end markets, aided by the robust prospects from the booming renewables, aerospace, and data center applications—with it signaling the company's robust multi-year growth prospects. Much of the tailwinds are attributed to ON's Treo modular, integrated intelligent sensing/power platform offering “ advanced digital processing , high-performance analog, and high-voltage power delivery in a single integrated circuit, qualified up to 175°C operating temperatures.” Despite the n...
For the second day in a row, Micron (NASDAQ: MU) stock moved higher on Thursday, up 3.7% through 10:30 a.m. ET. For the second day in a row, the reason is DRAM high-bandwidth memory (HBM). And more precisely, how the laws of supply and demand link Micron's profits to HBM supply. Image source: Getty Images. Continue reading
For the second day in a row, Micron (NASDAQ: MU) stock moved higher on Thursday, up 3.7% through 10:30 a.m. ET. For the second day in a row, the reason is DRAM high-bandwidth memory (HBM). And more precisely, how the laws of supply and demand link Micron's profits to HBM supply. Image source: Getty Images. Continue reading
Flexible spending accounts (FSAs) provide incredible value to workers who are eligible for them. This includes not just FSAs to help you cover healthcare costs, but also the Dependent Care FSA (DC-FSA), which is a huge source of help for parents who must pay for care for their kids. While FSAs offer ample tax savings, the DC-FSA has become less useful over time. That's changing this year, though, ...
Flexible spending accounts (FSAs) provide incredible value to workers who are eligible for them. This includes not just FSAs to help you cover healthcare costs, but also the Dependent Care FSA (DC-FSA), which is a huge source of help for parents who must pay for care for their kids. While FSAs offer ample tax savings, the DC-FSA has become less useful over time. That's changing this year, though, as this FSA account is doing something that it hasn't done since 1986. Image source: Getty Images. Continue reading
Sturti | E+ | Getty Images Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars . In a new study published this month in the journal Health Affairs, researchers found that 18 months after being hospitalized for a traumatic injury — such as a car accident or fall — the share of patients with medical debt in collections rose 5.2 per...
Sturti | E+ | Getty Images Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars . In a new study published this month in the journal Health Affairs, researchers found that 18 months after being hospitalized for a traumatic injury — such as a car accident or fall — the share of patients with medical debt in collections rose 5.2 percentage points, or a 24% relative increase, compared with before that medical emergency. Over that same period post-injury, the average balance in collections rose by $290, and 1 in 10 indebted patients owed more than $4,480. Bankruptcy filings also increased by 3.2 per 1,000 patients — a 6% relative rise — about 15 months after injury, the researchers found. "This work grew out of my clinical experience as a trauma surgeon and seeing acutely injured patients shouting at us to stop care because they're worried about the bill," said co-author Dr. John Scott, an associate professor of surgery at the University of Washington. The researchers tracked nearly 13,000 trauma patients' credit reports from one year before to 18 months after they were hospitalized for an injury. Credit report data spanned 2018-2021. Nearly all the patients in the cohort — or 98% — had health insurance coverage. "Insurance reduces the risk of financial catastrophe, but the way private plans are currently designed still leaves many people heavily exposed when something serious happens," Scott said. Read more CNBC personal finance coverage Medical emergencies can lead to debt and bankruptcy — even for insured Americans Bigger tax refunds may be coming — but missing key forms could risk an audit How Social Security Fairness Act payments may affect beneficiaries' taxes Credit card debt tops $1.28 trillion, consistent with 'K-shaped' economy: NY Fed How affordability led to a chasm between stock prices, consumer optimism Student loan complaints at record high, CFPB finds, but agency omits details Following ...