Track market-moving stories before they get noisy

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Monolithic Power Systems, Inc. (NasdaqGS: MPWR) (“Monolithic” or the “Company”).On November 11, 2024, Edgewater Research analysts published a report revealing that Nvidia, the Company's largest customer, had cancelled half of its outstanding Monolithic Power orders and int.

Nvidia went on an incredible run to become the world's most valuable publicly traded company, but its 11% year-to-date return looks pedestrian compared to some of the other AI stocks that have been capturing headlines in recent months.

The three growth stocks on this list all have exposure to the AI infrastructure build-out, and they've all outgained Nvidia so far this year. They also look well positioned to extend their rallies and outperform it in 2027.

Image source: Getty Images.

1. Monolithic Power Systems Monolithic Power Systems (MPWR +0.49%) produces power management systems that enable data centers to maintain continuous uptime without overloading AI chips. Power management systems work hand in hand with liquid-cooling solutions to keep chips and servers cool.

Today's Change

(

0.49

%) $

6.35

Current Price

$

1,312.00

The stock has rallied by more than 40% year to date as AI data centers' demand for the company's products has grown. Monolithic Power Systems' revenue increased by 26.1% year over year in the first quarter, and net income grew at a slightly faster rate.

While the company lists six business segments in its earnings results, two of them are doing most of the heavy lifting. Enterprise data is the main one. It accounted for about one-third of total sales, and it nearly doubled year over year. This part of the business addresses power management and integrated solutions for AI chips and servers.

The communications segment is the other big one. This part of the business focuses on telecom infrastructure, satellite systems, and networking equipment. Its top line was up by 55.5% year over year, and up 33.1% sequentially, thanks to AI tailwinds. It makes up 14% of total sales.

As these two hypergrowth parts of the business gain market share, Monolithic Power Systems should experience accelerating revenue growth. That should position the stock to outperform Nvidia again in 2027.

2. Astera Labs Astera Labs (ALAB 5.04%) creates rack-scale connectivity hardware and software for AI servers. Many hyperscalers are turning to the company for connectivity solutions that enable faster data transmission between AI chips and server clusters.

Today's Change

(

-5.04

%) $

-16.12

Current Price

$

303.62

Its revenue growth rates should prompt investors to give it a closer look. Sales almost doubled year over year in its first quarter, and its 14% sequential growth rate shows solid momentum. Double-digit percentage sequential revenue growth rates have become more common in the AI hardware space; for example, such a trend preceded Micron's incredible share price run.

Management's guidance is already pointing to meaningful growth from here. The $360 million midpoint of the guidance range for Q2 revenue implies 16.7% sequential growth. However, if recent history is any indicator, the actual growth rate may be closer to 20%. Astera Labs told investors to only expect up to $297 million in Q1 revenue, and yet it delivered $308.4 million.

Although the stock has almost doubled this year, it's also down by roughly 33% from its peak over the past few weeks, which presents a good buy-the-dip opportunity.

3. Cadence Design Systems Cadence Design Systems (CDNS 9.15%) is off to a slower start than the other AI stocks on this list. It's up by almost 20% this year, driven by wins in electronic design automation software and hardware among chipmakers. These solutions enable companies like Nvidia and Advanced Micro Devices to test and build semiconductors before sending their designs to the third-party foundries that manufacture them.

Its growth rates are more moderate than the other two picks, but it sports a record $8 billion backlog. Cadence Design Systems also told investors to expect 17% revenue growth for 2026.

Agentic AI is set to be a major tailwind for the company. Its technology makes it easier to design advanced AI chips that can handle more rigorous workloads than those currently in data centers. That makes it a key checkpoint for AI chips, and that market can support revenue growth and profit margin expansion, which in turn would make the stock more attractive.

July 14, 2026 16:01 ET  | Source: Monolithic Power Systems, Inc.

SCHAFFHAUSEN, Switzerland, July 14, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (MPS) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced it will report its second quarter 2026 financial results on Thursday, July 30, 2026 after the market closes. MPS will host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET on the same day to discuss the results and business outlook.

The webinar can be accessed from the Investor Relations section of the MPS website at www.monolithicpower.com. A replay of the event will be available on the website for one year.

About Monolithic Power Systems, Inc.

Monolithic Power Systems, Inc. (“MPS”) is a fabless global company that provides high-performance, semiconductor-based power electronics solutions. MPS’s mission is to reduce energy and material consumption to improve all aspects of quality of life and create a sustainable future. Founded in 1997 by our CEO Michael Hsing, MPS has three core strengths: deep system-level knowledge, strong semiconductor design expertise, and innovative proprietary technologies in the areas of semiconductor processes, system integration, and packaging. These combined advantages enable MPS to deliver reliable, compact, and monolithic solutions that are highly energy-efficient, cost-effective, and environmentally responsible while providing a consistent return on investment to our stockholders. MPS can be contacted through its website at www.monolithicpower.com or its support offices around the world.

###

Monolithic Power Systems, MPS, and the MPS logo are registered trademarks of Monolithic Power Systems, Inc. in the U.S. and trademarked in certain other countries.

Contact:
Tony Balow
Vice President, Finance
Monolithic Power Systems, Inc.
[email protected]

14.7.2026 19:54, DJI, SPX, QQQ

Americké akciové trhy během probíhajícího obchodování převážně rostou, k čemuž přispívají mírnější data o americké inflaci, která oslabují obavy z brzkého zvyšování úrokových sazeb.

Zatímco technologický Nasdaq Composite posiluje o 1,01 % na 26134,09 bodu a širší S&P 500 si připisuje 0,4 % na úroveň 7545,34 bodu, index Dow Jones mírně ztrácí 0,14 % na 52422,92 bodu. Dobrou náladu na trhu podporují solidní výsledky velkých bank na začátku výsledkové sezóny a oživení u výrobců čipů, a to i přes prudký pád akcií International Business Machines Corp (IBM).

Mezi jednotlivými odvětvími indexu S&P 500 vykazují nejsilnější výkon informační technologie s růstem o 1,4 %, následované komunikačními službami, které si připisují 1 % a základními materiály s drobným ziskem 0,2 %. Naopak největší ztráty utrpěla zdravotní péče, která odepisuje 1,7 %. Oslabuje také nezbytná spotřeba o 1,1 % a reality, které klesají o 0,5 %.

V čele růstu stojí společnost Crowdstrike Holdings (CRWD), jejíž akcie posilují o 11 %. Výrazně se daří také Monolithic Power Systems (MPWR) a Goldman Sachs Group (GS), které shodně připisují 7,7 %. Dobře si vede také Dell Technologies (DELL) o 7,2 % a Palo Alto Networks (PANW) s růstem o 6,8 %. Na druhé straně zažívá propad o 25 % společnost IBM (IBM) kvůli slabším tržbám. Výrazně oslabují také HCA Healthcare (HCA) o 7,0 %, GE HealthCare Technologies (GEHC) o 6,7 %, Biogen (BIIB) o 6,6 % a Intuitive Surgical (ISRG) se ztrátou 5,8 %.

Nižší inflační tlaky tlačí dolů výnosy desetiletých amerických vládních dluhopisů, které klesají o čtyři bazické body na 4,58 %. Americký dolar v reakci na data oslabuje, takže euro vůči němu zpevňuje o 0,4 % na 1,1427 dolaru a britská libra posiluje o 0,2 % na 1,3381 dolaru, přičemž japonský jen roste rovněž o 0,2 % na 162,18 jenu za dolar. Na komoditním trhu se daří ropě i drahým kovům. Severoamerická lehká ropa WTI přidává 1,3 % na 79,12 dolaru za barel a spotové zlato roste o 1,4 % na 4058,60 dolaru za unci. V zelených číslech se pohybuje také Bitcoin, který posiluje o 3,9 % na 64556,63 dolaru.

Index Dow Jones -0,14 % na 52422,92 b.
S&P 500 +0,4 % na 7545,34 b.
Nasdaq Composite +1,01 % na 26134,09 b.

Index S&P 500 +0,4 % na 7545,34 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +1,4 % Zdravotní péče -1,7 % Komunikační služby +1 % Nezbytná spotřeba -1,1 % Základní materiály +0,2 % Reality -0,5 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +11 % IBM (IBM) -25 % Monolithic Power Systems (MPWR) +7,7 % HCA Healthcare (HCA) -7,0 % Goldman Sachs Group (GS) +7,7 % GE HealthCare Technologies (GEHC) -6,7 % Dell Technologies (DELL) +7,2 % Biogen (BIIB) -6,6 % Palo Alto Networks (PANW) +6,8 % Intuitive Surgical (ISRG) -5,8 %
Daniel Marván, Fio banka, a.s.

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Data centers will consume up to 12% of U.S. electrical demand by 2028, and every EV on the road, every AI training rack and every solar inverter feeding the grid pushes current through a power semiconductor. Silicon carbide (SiC) and gallium nitride (GaN) are the choke points on that demand curve. Five U.S.-listed names control the flow, and the money is already moving.

1. Wolfspeed (WOLF): The Turnaround Nobody Wanted Wolfspeed (NYSE:WOLF | WOLF Price Prediction) is the least obvious name on this list because six months ago it was in bankruptcy court. Today it is a leaner SiC pure-play with the first commercially available 10 kV SiC power MOSFET aimed at grid modernization, industrial electrification, and AI data center infrastructure. Its AI data center segment grew roughly 30% sequentially in Q3, on top of about 50% sequential growth the prior quarter. That signals a structural pivot away from a stalling EV cycle into the highest-value verticals in power.

Shares are up 86.42% year to date, though the last month punched the stock down 18.72% as the turnaround gets digested. Fiscal Q3 revenue came in at $150.2 million, edging consensus, while the company refinanced approximately $476 million of first-lien debt, cut total debt by $97 million, and stripped $62 million of annual interest expense. Shareholders’ equity swung to $1.02 billion from deeply negative in a single quarter and cash sits at $1.16 billion.

This is the highest-beta name in the electrification stack: It either compounds through 2027 or it breaks. The next stock runs the same SiC playbook, but at roughly 20x the scale and a fraction of the volatility.

2. ON Semiconductor (ON): The Scaled SiC Heavyweight ON Semiconductor (NASDAQ:ON) is the operator that already dominates the SiC supply chain that WOLF is fighting to defend. EliteSiC sits inside 900V EV architectures with Geely and NIO, and the company just landed a design win with Sineng Electric for a 430 kW liquid-cooled energy storage system plus a 320 kW solar inverter. Autos, AI, and grid, all built on one wafer platform. AI data center revenue more than doubled year over year in Q1 FY26 and grew 30% sequentially.

Q1 FY26 revenue landed at $1.513 billion, beating consensus, with the Power Solutions Group up 14% YoY to $736.6 million and non-GAAP gross margin snapping back to 38.5%, up from 20.3% a year earlier. Management guided Q2 revenue to $1.535 billion to $1.635 billion and has a $6 billion share repurchase authorization in place. Shares are up 69.24% year to date, trading at 31x forward earnings against an average analyst target of $113.72.

ON is the risk-managed way to own SiC. The next name plays the same thesis in GaN and has quietly doubled this year as industrial power conversion took over its revenue mix.

3. Power Integrations (POWI): The Industrial GaN Pivot Power Integrations (NASDAQ:POWI) has spent two years quietly redirecting its PowiGaN franchise into renewables, battery storage, home automation, and automotive. The result: industrial revenue grew 23% year over year and now sits at 41% of the revenue mix, up from 34%. That is a mix shift you cannot fake, and it puts POWI directly in the path of every grid-scale battery and rooftop inverter buildout.

Q1 FY26 EPS came in at $0.25 versus $0.23 expected, revenue at $108.3 million (+2.6% YoY), and PowiGaN products grew more than 40% across full-year FY25. Non-GAAP gross margin held at 53.5%, and Q2 revenue guidance is $115 million to $120 million. Shares are up 93.22% year to date, with the average analyst target at $76.20 and forward P/E at 48.

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POWI is the industrial GaN pure-play. But the biggest AI-server design wins in this stack belong to the next name, and it is trading like a growth stock for a reason.

4. Monolithic Power Systems (MPWR): The AI Server Arms Dealer Monolithic Power Systems (NASDAQ:MPWR) is the power-management chip designer inside the AI server rack. Enterprise Data revenue nearly doubled year over year, up 97.7% to $262.8 million, and now represents 32.7% of total revenue. Management is guiding Enterprise Data growth of more than 50% for 2026, and the company just sampled its first high-speed DDR5 interface products alongside an 800V data center power solution.

Q1 FY26 revenue was $804.2 million, up 26.1% YoY, EPS of $5.10 beat the $4.90 consensus, GAAP operating margin expanded to 30.0%, up 3.5 percentage points YoY, and the board raised the quarterly dividend 28% to $2.00. Q2 revenue guidance is $890 million to $910 million, and Communications revenue grew 55.5% YoY to $111.5 million. Shares are up 44.48% year to date, trading at 55x forward earnings with an average analyst target of $1,789.23.

MPWR is the highest-quality name in this stack. If you want maximum torque on the same secular curve at a fraction of the market cap, the last slot is where the payoff lands.

5. Navitas Semiconductor (NVTS): The Payoff Trade Navitas Semiconductor (NASDAQ:NVTS) is the small-cap payoff: a pure-play GaN and high-voltage SiC operator that just staked its entire future on AI data centers, grid, and industrial electrification under a strategy management calls Navitas 2.0. At NVIDIA GTC it debuted 800V-to-6V and 800V-to-50V power delivery boards and demonstrated a 250 kW solid-state transformer with EPFL. NVTS is a formal NVIDIA power partner for the 800V DC architecture rolling out across next-gen AI factories.

Q1 FY26 revenue was $8.60 million, up 18% sequentially, with a fourth straight EPS beat at -4 cents versus the -5 cents expected. High-power markets grew roughly 35% year over year, non-GAAP gross margin held at 39.0%, and management is targeting a $3.5 billion serviceable market by 2030 growing at a 60%-plus CAGR. Cash sits at $221 million, and a long-term GlobalFoundries U.S. GaN foundry partnership comes online in late 2026.

Shares are up 60.74% year to date, with a beta of 3.815 and a 52-week range of $5.44 to $34.17. Smallest float, highest torque, most direct pure-play on the NVIDIA 800V build-out. It trades like a call option on the entire electrification thesis.

The Setup Electrification is a compounding demand pull across EVs, AI factories, and grid modernization, all funneling into SiC and GaN power silicon. WOLF is the boom-or-bust turnaround, ON and MPWR are the scaled compounders, POWI is the industrial pivot, and NVTS is the leveraged bet on the 800V data center architecture. These five span the full risk spectrum on the same secular curve. The demand curve does not wait, and the money is already rotating in.

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, /PRNewswire/ -- Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC ("KSF"), announces that KSF has commenced an investigation into Monolithic Power Systems, Inc. (NasdaqGS: MPWR) ("Monolithic" or the "Company").

On November 11, 2024, Edgewater Research analysts published a report revealing that Nvidia, the Company's largest customer, had cancelled half of its outstanding Monolithic Power orders and intended to eliminate Monolithic Power Systems' allocation to most variants of its next-generation Blackwell chips due to "[p]erformance issues" with the Company's products, and that Nvidia engineers had "lost confidence" in the Company's products and decided to turn to its competitors as "primary suppliers."

Thereafter, the Company and certain of its executives were sued in a securities class action lawsuit, charging them with failing to disclose material information during the Class Period in violation of federal securities laws, which remains ongoing.

KSF's investigation is focusing on whether Monolithic's officers and/or directors breached their fiduciary duties to its shareholders or otherwise violated state or federal laws. 

If you have information that would assist KSF in its investigation, or have been a long-term holder of Monolithic shares and would like to discuss your legal rights, you may, without obligation or cost to you, call toll-free at 1-833-938-0905 or email KSF Managing Partner Lewis Kahn ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-mpwr/ to learn more.

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

Contact:
Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163

CONNECT WITH US: Facebook || Instagram || YouTube || TikTok || LinkedIn

SOURCE Kahn Swick & Foti, LLC

Key Takeaways MPWR gained 40.4% in six months, outperforming its industry, sector and the S&P 500.Monolithic Power Systems is benefiting from AI, automotive and communications demand and expanding capacity.MPWR faces weak demand in notebook business, premium valuation and stiff competition. Monolithic Power Systems Inc. (MPWR - Free Report) shares have risen 40.4% in the past six months compared with the industry’s growth of 31.9%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.

Image Source: Zacks Investment Research

The company has outperformed its peers like Analog Devices, Inc. (ADI - Free Report) and Microchip Technology (MCHP - Free Report) . Shares of Analog Devices have jumped 30%, and shares of Microchip have risen 19.1%.

MPWR Benefits From Strong Demand Across Multiple VerticalsMonolithic is witnessing solid traction across multiple end markets. Strong demand for AI accelerators, CPUs and server power management solutions is driving demand in the Enterprise Data segment. The company’s robust capability in high-power-density solutions, monolithic integration and advanced module designs is boosting its competitive edge in the AI infrastructure vertical. MPS differentiates itself by offering single-piece silicon-based power solutions, unlike competitors that rely on multiple silicon components. This facilitates greater efficiency, compact designs and better thermal performance. These factors are becoming critical in next-generation AI servers and GPUs that are moving toward higher power requirements.

Strong demand for optical modules and Ethernet switches used in AI data centers is propelling growth in the Communications segment. Automotive remains a long-term growth driver as semiconductor content rises across ADAS, infotainment and connectivity applications. Management indicated that the pipeline across Automotive and Enterprise Data continues to expand through new project wins across regions and customers.

Robotics and physical AI are an emerging long-term growth driver. AI adoption in robotics has already started to create commercial opportunities. Recognizing this trend, Monolithic is broadening its exposure to robotics, building automation and portable AI devices. sampled its first DDR5 high-speed interface products, expanding beyond power management into higher-value semiconductor content. The company’s growing emphasis on innovation, diversifying its portfolio offering to different emerging opportunities, bodes well for sustainable growth.

It is to be noted that MPWR is steadily increasing its manufacturing capacity. It has raised its manufacturing capacity target from $4 billion to $6 billion to support the growing demand. It is also actively diversifying its production geographically. This will boost supply chain resilience and allow the company to capture opportunities in unexplored markets.

Major ChallengesMPWR continues to face weakness in the consumer notebook market. Memory shortages, higher memory prices and weaker consumer demand will likely continue to impact demand in the near term.

The company is venturing into several new growth areas to diversify its revenue stream. It is investing in DDR5 interfaces, robotics, 800V power architectures and silicon carbide technologies. Despite the significant upside in these markets in the long term, commercial deployments are still in early stages. The timing of revenue generation from these verticals remains uncertain.

Monolithic operates in a highly competitive analog semiconductor market populated by larger companies with broader product portfolios and deeper financial resources. It faces intense competition across analog and power management semiconductors from larger peers, such as Analog Devices, Microchip, Texas Instruments and others. The company must continue investing heavily in research and development, manufacturing capacity and new technologies to maintain its competitive position. Any slowdown in product innovation or execution could affect future socket wins and profitability.

Estimate Revision TrendEarnings estimates for MPWR for 2026 and 2027 have remained unchanged over the past 60 days.

Image Source: Zacks Investment Research

Key Valuation Metric of MPWRFrom a valuation standpoint, MPWR is currently trading at a premium compared to the industry. Going by the price/earnings ratio, the company’s shares currently trade at 50.31 forward 12-month earnings, higher than 29.11 for the industry.

Image Source: Zacks Investment Research

End NoteSolid momentum across multiple verticals, such as AI servers and optical networking, is a major growth catalyst. Design wins across the automotive and enterprise markets are a positive. Focus on manufacturing capacity expansion and supply chain diversification will likely bring long-term benefits. Portfolio expansion beyond core power management markets is a tailwind. However, demand softness in the consumer notebook market due to memory shortages and rising prices remains a concern. Geopolitical volatility and macro headwinds can impact its supply chain operations and hinder customer spending. Competition from other major players in the industry is weighing on margins. With a Zacks Rank #3 (Hold), MPWR appears to be treading in the middle of the road, and new investors could be better off if they trade with caution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Did Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK,

The July 2026 Top 25 High-Growth Dividend Stocks list targets high-quality companies with strong dividend growth and attractive valuations. The list's average starting yield is 1.13%, with a collective 5-year dividend growth rate of 16.24% and an estimated +23% annual long-term return. Key standouts include Nvidia (NVDA) for growth and undervaluation, Accenture (ACN) and Intuit (INTU) for high yields, and Monolithic Power (MPWR) for dividend growth.

Listen to the audio version of this article (generated by AI).

Tom Yeung here with your Sunday Digest.

In 2025, two professors wanted to see whether ChatGPT made people less creative. And so, they recruited 356 participants and asked them to perform a series of tasks, including one in which they were to make a toy from a paper bag, a brick, and a fan.

The researchers forced some test subjects to use their own creativity. Others were given access to ChatGPT for help.

To no one’s surprise, the cohorts without AI came up with entirely unique ideas. (One suggested adopting the brick as a pet, while another proposed disassembling the fan and turning the parts into nunchucks.)

But those using ChatGPT came up with almost the same toys. Ninety-four percent of their ideas “shared overlapping concepts,” and nine participants independently named their toy the same thing: the “Build-a-Breeze Castle.”

It’s as if AI is turning the entire world into the blandness of 2000s beige home interiors.

Emails start sounding the same…

Movie recommendations are duller…

And everything has that “competent but forgettable” AI sheen.

In a new presentation, legendary quant specialist Louis Navellier says this convergence is also happening on Wall Street. Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools.

The danger isn’t that AI is wrong…

It’s that AI causes everyone to do the same thing.

As Louis puts it, this creates crowded trades, concentrated ownership, and the potential for violent reversals when sentiment changes. It helps explain the strange movements in SpaceX (SPCX) over the past several days, and why “groupthink” seems to be taking over markets.

In that new free broadcast, Louis calls this the 50-Million AI Coordination Trap, a phenomenon where investors are all doing identical things without realizing it. Stocks that are popular among AI algorithms keep going up, while everything else seems to go nowhere. It’s becoming increasingly important to know what AI algorithms are recommending.

Now, many investors will dislike the idea of basing their decisions on AI-powered algorithms. I’m certainly uncomfortable with it.

Nevertheless, Louis has created a stock grading system that has long dealt with this issue by balancing “follow-the-money” scores against a company’s real fundamentals. Only companies that pass both earn his top “Buy” ratings.

And so, to illustrate, I’d like to showcase three of his system’s top-rated companies in this update. And if you’d like to learn more (and get access to that system), then click here.

Stock to Buy No. 1: Quality in a Risk-On Market Swarm trading (whether driven by AI or humans) can mask a lot of bad behavior.

The venture capital boom of the mid-2010s allowed Theranos to raise almost a billion dollars, and so did truck maker Nikola during the electric vehicle craze of 2021. FTX rode a wave of crypto enthusiasm that same year. The founders of all three companies ended up getting convicted of fraud.

Now, most AI semiconductor companies are not criminal enterprises. They’re making legitimate bets on which technologies will come out ahead. But I guarantee we’ll see some spectacular blowups once AI trading tools decide to start selling the hottest chip companies.

To avoid the risk of accidentally buying frauds or mediocre firms, I’ve purposely favored blue-chip semiconductor companies in this newsletter. And it turns out it’s very possible to buy well-established chipmakers for triple-digit gains. Arm Holdings plc (ARM) (+110%) and Cohu Inc. (COHU) (+120%) are some recent examples.

This week, I’d like to bring you one more company that Louis’ system favors. It’s the bluest of blue-chip semiconductor stocks that should do well long after the current AI rally fades:

Texas Instruments Inc. (TXN).

Texas Instruments is the world’s largest analog chipmaker, specializing in the type of semiconductors that handle messy, real-world signals. These are things like pressure… temperature… cell phone signals… human heart rates… and more. Its chips convert this real-world information into the clean “0’s” and “1’s” that digital chips can then process.

Growth has been solid. In the most recent quarter, the company reported a 19% increase in revenues, driven by a 30% rise from industrial customers and a 90% jump in data center demand. AI servers use huge amounts of electricity, and hundreds of analog sensors per rack are needed to track power usage, heat, and voltages.

Texas Instruments should also benefit long after the AI data center boom ends, thanks to its large exposure to self-driving vehicles, humanoid robots, and other AI-powered robotics.

Louis’ system seems to agree. It recently upgraded TXN to a “B,” and highlights the firm’s strong earnings power and upward analyst revisions to stay invested for the long haul, even as “smart money” jumps in for the short-term AI boost.

Stock to Buy No. 2: A Second Power Play In March 2025, I highlighted three stocks to buy for the AI Revolution.

“These are firms that learned to harness the often uncontrollable power of AI,” I wrote. “And as the tech world puts their collective foot on the R&D gas, we’re going to see these firms surge ahead.”

The trio have since returned 117% on average. And the best part is that one of these companies is still a “Buy”:

Monolithic Power Systems Inc. (MPWR).

Monolithic is a leader in power management chips for AI devices. These are the tiny semiconductors that use data (often from Texas Instruments) to convert messy electricity flows into the precise voltages that semiconductors need to function.

This is an incredibly important job. In AI data centers, servers often start up all at once, creating voltage dips and spikes. (It’s why turning on a microwave can briefly dim a home’s lights.) And without proper regulation, these power surges can fry any electronic chip connected to the system.

Monolithic’s products help data centers manage this challenge. The Seattle area-based firm pioneered putting multiple power management components onto a single integrated chip (that’s the “monolithic” in the name), and its advanced devices have become the gold standard for high-end AI chips. Monolithic chips are smaller, run cooler, waste less energy, and are more reliable than the patchwork approach that rivals use.

The result is that Monolithic has been growing fast. Revenues increased 26% last year and are on track to notch a 32% gain this year. The company also has been able to take market share of the voltage regulator chip market, thanks to its higher-end designs.

Louis’ system agrees. The company scores a top “A” grade in its quantitative “follow-the-money” score, and valuations remain reasonable, thanks to its rapid earnings growth.

Stock to Buy No. 3: America’s Healthcare Pivot Finally, I’d like to highlight one decidedly non-AI stock with a lot of “smart money” buyers:

Oncology Institute Inc. (TOI).

This cancer care company has become a potential breakout firm, with strong institutional buying (read: AI-powered investors) and the fundamentals to match.

In short, Oncology Institute runs a network of 146 clinics across five states. Health plans pay TOI a fixed per-member-per-month fee to take on cancer patients, and TOI profits if it provides care below that fee. It was a historically unexciting business that relied on acquisitions and partnerships for growth.

However, TOI now has three potential catalysts.

The first is political.

In late April, Health and Human Services Secretary Robert F. Kennedy Jr. gave testimony to Congress that would have seemed totally out of character a year ago.

“China is now eating our lunch,” a visibly shaken Kennedy said in front of a congressional committee. “They went from running 3% of clinical trials to running 30%… We are losing scientists, we’re losing our IPs… and we’re going to lose our biosecurity.”

The federal government has since pivoted toward a far more accommodating stance to the U.S. healthcare system. Following Kennedy’s testimony, a key Food and Drug Administration committee unanimously recommended its first vaccine since the start of the current Trump administration. (An mRNA vaccine, no less!) Several days later, the Department of Health and Human Services announced Operation TrialBlazer, an ambitious project designed to fast-track clinical research.

This is important because TOI generates most of its profits not from direct cancer care, but rather from the expensive oncology drugs that its patients use. And because reimbursement rates are largely set by the Centers for Medicare & Medicaid Services (CMS), favorable posturing from the federal government is a clearly positive sign for TOI. As awful as it sounds, one of the easiest ways for regulators to spur cancer drug development is to raise what the government is willing to pay for them.

The second is TOI’s shift from negative profits to positive. In May, the company reiterated it expects to flip to positive adjusted EBITDA this year, and upgraded its free cash flow to positive $10 million at its midpoint, up from a previous prediction of a $5 million outflow. That matters because conservative investors often wait for companies to become profitable before buying.

The third is TOI’s high popularity among institutional and “smart money” investors. As mentioned earlier, these traders are beginning to show convergence in their actions. And as shares continue gaining momentum, these AI algorithms usually become more willing to buy a stock, not less. Louis’ system awards TOI a solid “B” for strong institutional buying, rising earnings momentum, and very strong sales growth.

The Human Nature of Artificial Intelligence It turns out that AI investing carries many of the same investing biases that we humans do. In one 2025 meta-study, a team of European researchers found that large language models:

Favor U.S. stocks. 93% of portfolios were invested in American stocks. Pursue risky allocations. 51% of investments were beyond normal allocations. Chase hot stocks. 28% of portfolios were invested in the top three equities that were traded most frequently in the past three months Ask an AI where to invest today, and it might give some combination of SpaceX, Nvidia Corp. (NVDA), and the latest meme stock.

Professionally designed AI algorithms are often not much better. They’re trained on the same data… use the same machine-learning techniques… and are even created by the same people.

It’s no surprise that momentum has emerged as the single most important factor for predicting stock market returns.

That’s why I think it’s essential for you to watch Louis Navellier’s latest presentation, where he outlines the opportunities and risks of this new convergent market.

The highs are going to be far higher than in the past. Momentum-seeking algorithms will see to that. And that means the lows will also be far more devastating.

If you invest with the crowd, be sure to do so safely.

Click here to learn how.

Until next week,

Thomas Yeung, CFA

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Monolithic Power (MPWR - Free Report) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.

Monolithic Power is one of 592 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Monolithic Power is currently sporting a Zacks Rank of #1 (Strong Buy).

Over the past three months, the Zacks Consensus Estimate for MPWR's full-year earnings has moved 18.4% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.

Our latest available data shows that MPWR has returned about 72.5% since the start of the calendar year. Meanwhile, stocks in the Computer and Technology group have gained about 20% on average. This shows that Monolithic Power is outperforming its peers so far this year.

Arrow Electronics (ARW - Free Report) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 111.2%.

In Arrow Electronics' case, the consensus EPS estimate for the current year increased 44.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

To break things down more, Monolithic Power belongs to the Semiconductor - Analog and Mixed industry, a group that includes 10 individual companies and currently sits at #4 in the Zacks Industry Rank. Stocks in this group have gained about 69.7% so far this year, so MPWR is performing better this group in terms of year-to-date returns.

On the other hand, Arrow Electronics belongs to the Electronics - Parts Distribution industry. This 4-stock industry is currently ranked #19. The industry has moved +73% year to date.

Monolithic Power and Arrow Electronics could continue their solid performance, so investors interested in Computer and Technology stocks should continue to pay close attention to these stocks.

Investors moved money into banking and finance stocks and away from technology on Tuesday, as markets turned their attention to the first Federal Reserve policy meeting under Chairman Kevin Warsh.

Key Takeaways: XLF gained 1.5% Tuesday while XLK fell 2.8%, as investors moved into financials and out of tech. Chip stocks led the tech selloff, with the Philadelphia semiconductor index dropping 5.7%. Over five sessions, Robinhood Markets and Coinbase paced XLF while storage names led XLK. The State Street Financial Select Sector SPDR ETF (XLF) gained 1.5% on the session, while the State Street Technology Select Sector SPDR ETF (XLK) fell 2.8%, according to State Street data. The moves came a day before Warsh’s first policy meeting, where the Fed held rates steady but nine of 19 policymakers signaled a rate hike before year-end, according to Reuters.

See more: Apple’s WWDC 2026 Creates Buy Opportunity for XLK

Broader market indexes showed the same pattern. The Dow Jones Industrial Average climbed 0.64% to a record close of 51,999.67, while the S&P 500 slipped 0.57% and the Nasdaq Composite lost 1.15%, according to Reuters.

Chip stocks drove much of the decline in technology. The Philadelphia semiconductor index slid 5.7% on the session, according to Reuters. Within XLK, Monolithic Power Systems, Inc. (MPWR) fell 9.3% and Intel Corp. (INTC) dropped 8.5%, according to State Street.

Mark Luschini, chief investment strategist at Janney Montgomery Scott, pointed to the prior day’s steep run-up as a reason for the pause. “We had a big move yesterday in the market,” Luschini told Reuters. “We’re just digesting some of those gains and the setup in anticipation of the Fed meeting is always a little tentative.”

Kevin Warsh Fed Debut and the 5-Day ETF Picture On Wednesday, the Fed held rates in the 3.50% to 3.75% range while Warsh launched a sweeping review of central bank operations, according to Reuters. Interest rate futures markets shifted to price in a hike as soon as September, three months earlier than traders had expected before the meeting.

Within XLF, JPMorgan Chase & Co. (JPM), the fund’s largest holding at 11.5% of assets, advanced 3.7% on the session, while Fiserv, Inc. (FISV) rose 4%, according to State Street data.

Over the trailing five sessions, XLF climbed 3.6%, according to State Street. Robinhood Markets, Inc. (HOOD) topped the fund’s holdings over that span with a 15.5% advance, while Block, Inc. (XYZ) gained 9.6% and Coinbase Global, Inc. (COIN) added 8.9%.

XLK’s five-day picture looked different. Storage names led the way, with Western Digital Corp. (WDC) rising 31.6%, SanDisk Corp. (SNDK) gaining nearly 21% and Seagate Technology Holdings (STX) advancing 21.9%, according to State Street.

For more news, information, and analysis, visit our Sector Investing Content Hub.

Oppenheimer named Alphabet GOOG among its top stock picks while placing Meta Platforms META on its preferred sell list as part of its latest sector-by-sector recommendations.

The brokerage also identified Valero Energy VLO , Nucor NUE , Cboe Global Markets (CBOE), Digital Realty Trust (DLR) and Monolithic Power Systems (MPWR) among its favored names across various sectors. On the sell side, Oppenheimer highlighted Expand Energy EXE , Mosaic (MOS), CDW Corporation CDW , Brookfield Asset Management (BAM) and Alexandria Real Estate Equities (ARE).

Separately, Oppenheimer maintained a constructive view on equities, saying the market's advance since the March low has been driven primarily by beta and momentum factors. The firm added that momentum continues to outperform within high-beta stocks despite recent market volatility.

Oppenheimer also pointed to improving market breadth and noted that the S&P 500 held its 50-day moving average following a roughly 5% pullback, which it said may support the case for another leg higher.

June 12, 2026 16:01 ET  | Source: Monolithic Power Systems, Inc.

SCHAFFHAUSEN, Switzerland, June 12, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its second quarter dividend of $2.00 per common share to all stockholders of record as of the close of business on June 30, 2026. The dividend will be paid on July 15, 2026.

Safe Harbor Statement 
This news release includes “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our business and industry, management’s beliefs, and certain assumptions made by us, all of which are subject to change. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will,” or “continue,” and similar expressions and variations or negatives of these words. All such statements are subject to certain risks, assumptions and uncertainties, including those described in our most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Qs, and in other documents that we file or furnish with the Securities and Exchange Commission. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially and adversely from those projected, and may affect our future operating results, financial position and cash flows. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. Except to the extent required by law, MPS does not undertake, and expressly disclaims, any duty or obligation to update publicly any forward-looking statement after the initial distribution of this release, whether as a result of new information, future events, changes in assumptions or otherwise.

About Monolithic Power Systems
Monolithic Power Systems, Inc. (“MPS”) is a fabless global company that provides high-performance, semiconductor-based power electronics solutions. MPS’s mission is to reduce energy and material consumption to improve all aspects of quality of life and create a sustainable future. Founded in 1997 by our CEO Michael Hsing, MPS has three core strengths: deep system-level knowledge, strong semiconductor design expertise, and innovative proprietary technologies in the areas of semiconductor processes, system integration, and packaging. These combined advantages enable MPS to deliver reliable, compact, and monolithic solutions that are highly energy-efficient, cost-effective, and environmentally responsible while providing a consistent return on investment to our stockholders. MPS can be contacted through its website at www.monolithicpower.com or its support offices around the world.

Monolithic Power Systems, MPS, and the MPS logo are registered trademarks of Monolithic Power Systems, Inc. in the U.S. and trademarked in certain other countries.

Contact:
Tony Balow
Vice President, Finance
Monolithic Power Systems, Inc.
[email protected]

Key Takeaways MPWR's automotive revenues grew 5.1% to $152.4M in Q1 2026, nearly 19% of total revenues.Monolithic Power expands auto solutions for EVs, ADAS, infotainment and vehicle networking.MPWR's MPSafe product line targets ISO 26262 safety, plus power conversion and battery management chips. Monolithic Power Systems, Inc. (MPWR - Free Report) is expanding its presence in the automotive semiconductor market with advanced solutions for electric vehicles (EVs), Advanced Driver-Assistance Systems (ADAS), infotainment and vehicle networking. The company’s automotive business continues to grow steadily, with automotive revenues rising 5.1% year over year to $152.4 million in the first quarter of 2026, contributing nearly 19% of total revenues.

Monolithic Power’s automotive portfolio focuses on efficient power conversion, battery management and safety-certified technologies. Its MPSafe product line includes automotive-grade solutions designed to meet ISO 26262 safety standards for modern vehicles. The company is also benefiting from the rising demand for semiconductor solutions used in ADAS, connected cars and intelligent automotive systems.

Monolithic Power supplies power-management chips, DC-DC converters, motor drivers and lighting-control solutions that improve vehicle efficiency and support EV batteries, smart cockpit systems and advanced automotive computing platforms. The company also continues to expand partnerships with automotive companies to support next-generation mobility technologies.

With growing EV adoption and increasing demand for energy-efficient automotive electronics, Monolithic Power is well-positioned for long-term growth in the automotive industry.

How Are Competitors Performing in the Automotive Industry?Monolithic Power faces stiff competition from Analog Devices, Inc. (ADI - Free Report) and Microchip Technology Incorporated (MCHP - Free Report) . Analog Devices is strengthening its automotive business with technologies for EV and connected vehicles. The company recently introduced new audio technology designed to improve in-car performance and communication systems. Analog Devices is also increasing its focus on EV power management, ADAS, and automotive networking products.

Microchip is increasing its focus on automotive connectivity and smart vehicle technologies. The company partnered with Hyundai Motor Group to develop advanced vehicle networking solutions for future EVs. Microchip is also growing its ADAS and automotive display business with new camera and touchscreen technologies for modern vehicles.

MPWR’s Price Performance, Valuation & EstimatesMonolithic Power shares have soared 132.3% over the past year compared with the industry’s 95.4% growth.

Image Source: Zacks Investment Research

From a valuation standpoint, Monolithic Power trades at a forward price-to-sales ratio of 20.37, above the industry tally of 11.22.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 11.2% to $24.05 per share over the past 60 days, while the same for 2027 have risen 12.6% to $29.3.

Image Source: Zacks Investment Research

Monolithic Power currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Glen Smith, CIO, GDS Wealth Management  lays out the five stocks he believes are best positioned for the next leg of the rally. 00:00:00 - Intro 00:00:09 - Pick 1: The Nuclear AI Play 00:01:53 - Pick 2: High-Yield Oil Upside 00:03:52 - Pick 3: Overlooked AI Hardware 00:05:33 - Pick 4: Under-the-Radar Semi Breakout 00:07:53 - Pick 5: Blue-Chip King of Financials 00:09:42 One Name To Own Through Year-End 00:10:10 Pick He'd Cut From the List 00:10:46 Is This Market Heading Higher From Here?

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Monolithic Power (MPWR - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.

Monolithic Power is one of 594 companies in the Computer and Technology group. The Computer and Technology group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Monolithic Power is currently sporting a Zacks Rank of #2 (Buy).

Within the past quarter, the Zacks Consensus Estimate for MPWR's full-year earnings has moved 18.4% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Our latest available data shows that MPWR has returned about 64% since the start of the calendar year. In comparison, Computer and Technology companies have returned an average of 16%. This means that Monolithic Power is outperforming the sector as a whole this year.

Another Computer and Technology stock, which has outperformed the sector so far this year, is CTS (CTS - Free Report) . The stock has returned 32.8% year-to-date.

For CTS, the consensus EPS estimate for the current year has increased 0.8% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Monolithic Power belongs to the Semiconductor - Analog and Mixed industry, which includes 10 individual stocks and currently sits at #12 in the Zacks Industry Rank. This group has gained an average of 59.8% so far this year, so MPWR is performing better in this area.

In contrast, CTS falls under the Electronics - Miscellaneous Components industry. Currently, this industry has 27 stocks and is ranked #54. Since the beginning of the year, the industry has moved -12.5%.

Monolithic Power and CTS could continue their solid performance, so investors interested in Computer and Technology stocks should continue to pay close attention to these stocks.

Key Takeaways MPWR posted record Q1 2026 revenue of $804.2M, driven by AI server and networking demand.Monolithic Power saw Enterprise Data revenues jump 97.7% on strong AI power solution demand.MPWR expects Q2 2026 revenues of $890M-$910M amid rising AI data center deployments. Monolithic Power Systems, Inc. (MPWR - Free Report) is benefiting significantly from the rapid expansion of AI infrastructure spending, driven by strong demand for power management solutions used in AI servers, optical networking equipment and high-performance computing applications. In the first quarter of 2026, the company reported record revenues of $804.2 million, which increased 26.1% year over year and 7.1% sequentially, reflecting continued strength across its Enterprise Data and Communications businesses.

Enterprise Data revenues surged 97.7% year over year to $262.8 million, fueled by higher demand for AI and server-related power management solutions. Meanwhile, Communications revenues jumped 55.5% year over year and 33.1% sequentially, primarily driven by strong demand for optical modules and AI networking switches.

Its strength in AI infrastructure is supported by its robust capability in high-power-density solutions, monolithic integration and advanced module designs. MPS differentiates itself by offering single-piece silicon-based power solutions, unlike competitors that rely on multiple silicon components. This enables superior efficiency, compact designs and improved thermal performance, which are increasingly critical in next-generation AI servers and GPUs that are moving toward higher power requirements. Another major growth catalyst for MPS is the accelerating adoption of optical networking technologies in AI data centers. The company is benefiting from rising deployments of 800G optical modules and AI networking switches.

For the second quarter of 2026, MPS expects revenues between $890 million and $910 million. This reflects another quarter of strong sequential growth. Risks related to notebook demand weakness, tariffs and inflation remain concerns. However, the company’s strong execution, expanding AI exposure and strong focus on innovation are strengthening its position in the AI infrastructure market.

Other Tech Firms Benefiting From AI Infrastructure ExpansionIntel Corporation (INTC - Free Report) is gaining solid traction in the AI infrastructure market. Super Micro Computer, a global leader in high-performance, energy-efficient IT solutions, has opted to deploy Intel’s Xeon 6 Processors in its 4-socket servers for large-scale database and enterprise applications. Intel has also revealed that several industry leaders across industries, including AT&T, Verizon, Samsung, and Ericsson, are leveraging Xeon 6 for network transformation and AI acceleration.

The growing proliferation of AI-based applications and generative AI tools across industries presents a solid growth opportunity for Celestica, Inc. (CLS - Free Report) . AI investments are driving demand for Celestica’s enterprise-level data communications and information processing infrastructure products, such as routers, switches, data center interconnects, edge solutions, and servers and storage-related products. To further capitalize on this trend, Celestica is steadily expanding its offering through innovation and strategic collaboration.

MPWR’s Price Performance, Valuation & EstimatesMonolithic Power shares have soared 138% over the past year compared with the industry’s 111.1% growth.

Image Source: Zacks Investment Research

From a valuation standpoint, Monolithic Power trades at a forward price-to-sales ratio of 19.85, above the industry tally of 11.22.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 11.2% to $24.05 per share over the past 60 days, while the same for 2027 have risen 12.6% to $29.3.

Image Source: Zacks Investment Research

Monolithic Power currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

On May 29, 2026, Monolithic Power Systems Inc (MPWR) shares fell 3.9% today, closing at $1570.25. Over the past 52 weeks, the stock has ranged between $643.36 a

LOS ANGELES--(BUSINESS WIRE)---- $MPWR--MPWR Investors Have the Opportunity to Join Investigation of Monolithic Power Systems, Inc. with the Schall Law Firm.

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Monolithic Power (MPWR - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.

Monolithic Power is one of 592 companies in the Computer and Technology group. The Computer and Technology group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Monolithic Power is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for MPWR's full-year earnings has moved 18.4% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

Our latest available data shows that MPWR has returned about 86.5% since the start of the calendar year. Meanwhile, the Computer and Technology sector has returned an average of 22.1% on a year-to-date basis. As we can see, Monolithic Power is performing better than its sector in the calendar year.

Another stock in the Computer and Technology sector, CTS (CTS - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 56.4%.

Over the past three months, CTS' consensus EPS estimate for the current year has increased 0.8%. The stock currently has a Zacks Rank #1 (Strong Buy).

Breaking things down more, Monolithic Power is a member of the Semiconductor - Analog and Mixed industry, which includes 10 individual companies and currently sits at #6 in the Zacks Industry Rank. This group has gained an average of 74.1% so far this year, so MPWR is performing better in this area.

CTS, however, belongs to the Electronics - Miscellaneous Components industry. Currently, this 27-stock industry is ranked #48. The industry has moved -2.8% so far this year.

Investors interested in the Computer and Technology sector may want to keep a close eye on Monolithic Power and CTS as they attempt to continue their solid performance.

MPWR Investors Have the Opportunity to Join Investigation of Monolithic Power Systems, Inc. with the Schall Law Firm PR Newswir

Monolithic Power Systems, Inc. (MPWR) Shareholder/Analyst Call Prepared Remarks Transcript