Texas Instruments reported a strong Q2 2026, with revenue up 23%, operating profit up 48%, and net income rising 53%, signaling a broad operational recovery. The company is ending a heavy capital expenditure cycle, with free cash flow increasing 56% and capital spending nearly halved year-over-year. This shift positions Texas Instruments to leverage past manufacturing investments for sustained free cash flow generation going forward.
The First Trust Nasdaq Semiconductor ETF (FTXL) has gained about 76% year to date, driven by exposure to AI-related semiconductor companies. However, the fund's modified-equal-weight approach has led to concentration risks, with the top five stocks—N...
The Schwab U.S. Dividend Equity ETF (SCHD) has outperformed the S&P 500 in 2026, returning 27.92% through August compared to the S&P 500's 13.85%. This strong performance is due to SCHD's focus on dividend-paying sectors like semiconductors, healthca...
In 2026, dividend equity ETFs have outperformed both 10-year Treasuries and the S&P 500 index, with Schwab U.S. Dividend Equity ETF (SCHD) leading with a 27.06% gain year-to-date. This outperformance is driven by sector composition and price apprecia...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 27% year to date, outperforming the Nasdaq 100's 19% return. This performance is driven by a macro shift favoring value stocks over growth, as investors moved away from high-priced tech and AI spe...
