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Onsemi Beats Q1 2026 Earnings: AI Data Centers and Automotive Recovery Drive Growth Outlook

ON Semiconductor (NASDAQ:ON) delivered first-quarter 2026 results that exceeded expectations across the board, signalling what management described as a definitive move beyond the cyclical trough. Revenue reached USD 1.51 billion, up 5% year-over-year, while adjusted earnings per share of USD 0.64 surpassed the consensus …

Nitish Kishor | 05 May 2026

US Sector Performance Analysis: Energy Surges as Cyclical Growth Stalls

The US equity market session on May 4, 2026, showcased a severely fractured tape characterized by a flight to hard assets and a rejection of cyclical growth. Capital actively fled traditional economic bellwethers, punishing manufacturing and raw materials, while simultaneously funneling into the Energy …

Robert Luong | 04 May 2026

US Sector Momentum Analysis: Energy Accelerates as Tech Leadership Fades

The US equity market session on May 4, 2026, revealed a stark bifurcation in relative momentum structures. While absolute price action across the broader market was heavily negative, the Relative Rotation Graph (RRG) highlights a massive structural rotation beneath the surface. Capital is definitively …

Robert Luong | 04 May 2026
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