logo
Texas Instruments (NasdaqGS:TXN) Unveils Cutting-Edge Power-Management Chips For Data Centers At APEC 2025

Texas Instruments (NasdaqGS:TXN) Unveils Cutting-Edge Power-Management Chips For Data Centers At APEC 2025

Yahoo18-03-2025

Texas Instruments recently launched new power-management chips, broadening its product portfolio to address the growing demands of high-performance computing and AI in data centers. Despite this innovation, the company's share price dipped 1.66% over the past month. This move comes amid a broader selloff in the technology sector, as reflected by major indices such as the Nasdaq Composite, which slid 1.5% amid economic concerns and market volatility. While showcasing its power-management technologies at significant industry events like APEC 2025, the market climate proved challenging, with investor sentiment rattled by geopolitical uncertainties and potential economic headwinds. The company's presence at technological showcases did not immediately sway investor confidence, perhaps overshadowed by larger market trends. As a result, this minor decline aligns with trends affecting other tech giants, despite TI's strategic advances and innovative breakthroughs in power technology.
Click here to discover the nuances of Texas Instruments with our detailed analytical financial health report.
Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 19 best rare earth metal stocks of the very few that mine this essential strategic resource.
Over the last five years, Texas Instruments has delivered a total shareholder return of 110.17%. This substantial appreciation reflects a combination of share price growth and dividends, positioning the company favorably relative to many peers. Among the key developments, Texas Instruments enhanced its U.S. semiconductor production capacity with government support worth up to US$1.6 billion, reflecting its investment in future growth. Furthermore, the company significantly expanded its share repurchase program, culminating in the repurchase of 44.58 million shares for US$6.75 billion, thus returning considerable capital to shareholders.
Diversification efforts included announcing new power management chips and opening a new distribution center in Germany to improve logistics across Europe. Although recent quarterly results showed declines in earnings and net income, a steady rise in dividends provided a counterbalance, with a 5% increase announced in late 2024. Despite these mixed results, the company has maintained a high return on equity, underscoring its robust operational efficiency.
Is Texas Instruments part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NasdaqGS:TXN.
Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@simplywallst.com

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Trump says Xi agreed to restart flow of crucial minerals, but analysts say China won't give up its ‘rare earth card'
Trump says Xi agreed to restart flow of crucial minerals, but analysts say China won't give up its ‘rare earth card'

Yahoo

time15 minutes ago

  • Yahoo

Trump says Xi agreed to restart flow of crucial minerals, but analysts say China won't give up its ‘rare earth card'

US President Donald Trump said Chinese leader Xi Jinping has agreed to restart the flow of crucial rare earth materials, after announcing a new round of US-China trade talks will be held in London on Monday. Trump made the comments a day after holding his long-awaited phone call with Xi, during which the two leaders agreed to resume negotiations stalled over mutual accusations of violating the truce reached in Geneva last month. For Washington, a major sticking point has been China's export restrictions on rare earth minerals and magnets, which are essential for everything from cars to fighter jets, and critical to American industries and defense. In the weeks since the fragile detente, Washington has accused Beijing of slow-walking approvals for rare earth exports and reneging on its promise made in Geneva, with Trump expressing increasing urgency to speak to his Chinese counterpart to iron things out. After a 90-minute call on Thursday, Trump said he and Xi had 'straightened out' some points related to rare earth magnets, describing it as 'very complex stuff.' But he did not specify what exactly had been agreed upon. Asked Friday if Xi had agreed to restart the flow of rare earth minerals and magnets, Trump told reporters abroad Air Force One: 'Yes, he did.' He did not further elaborate on how fast that would happen, or the volume of the materials that would be released. The Chinese readout of the call did not mention rare earths. Instead, it quoted Xi as saying that China had 'seriously and earnestly' complied with the trade truce agreement. Asked about it at the Chinese foreign ministry's daily briefing on Friday, a spokesperson sidestepped the question, saying it was a matter for other agencies to address. China, which controls 90% of the global processing of rare earths, imposed export restrictions on some minerals and magnets on April 4 at the height of the tariff war, after Trump slapped 'reciprocal' levies on Chinese goods. The new system does not ban exports outright, but requires government approval for each shipment. Chinese scholars who advise the government suggested on Thursday that Beijing is not ready to give up the powerful leverage bestowed by its dominance on the rare earth supply chain – and may seek to use it to get Washington to ease its own export controls aimed at blocking China's access to advanced US semiconductors and technologies. While American businesses are likely to see more shipments approved in the next couple of weeks, the export licensing regime is here to stay, said Wu Xinbo, director of the Center for American Studies at Fudan University in Shanghai. He noted that, according to official rules set by China's Commerce Ministry, applications for export licenses can take up to 45 working days to be approved. 'In principle, I can agree to export to you, but I can speed things up or slow them down. In reality, on a technical level, it also depends on the overall bilateral trade and economic atmosphere,' he said. 'If the bilateral relationship is good, then I'll go a bit faster; if not, I'll slow down. But you can't say I'm violating the agreement – I'm still following the standard procedures.' Some Chinese suppliers of US companies have recently received six-month export licenses, the American Chamber of Commerce in China said Friday, but it noted that uncertainty remains amid a large backlog of license applications. Jin Canrong, a professor of international relations at Renmin University in Beijing, said the importance Trump attaches to rare earths shows how effective China's 'rare earth card' is. 'I hadn't realized just how important this rare earth card was before. Now the US side is clearly anxious and eager to resolve this issue,' he said in a video on social media on Thursday. 'But of course, we'll link this issue to others – the US is restricting China on chips and jet engines, then China certainly has every reason to make use of this card.' 'As for whether China will change its rare earth export control policy, that probably still needs to be negotiated in more detail' Jin added. Some Chinese scholars have expressed hope that US technology restrictions on China may now be up for negotiation, after Trump announced that Commerce Secretary Howard Lutnick – whose department overseas US export controls – will join Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer in the next round of trade talks. 'The issue of US export controls may no longer be an area that is completely non-negotiable in the future,' Cui Fan, an economics professor at the University of International Business and Economics in Beijing and advisor to the Chinese Commerce Ministry, wrote in a social media post. Beijing has insisted that its export controls are in line with international practices, non-discriminatory and not targeted at any specific country. Hours before the two leaders jumped on the phone on Thursday, a spokesperson for China's commerce ministry reiterated that stance at a regular news conference, citing the 'clear dual-use attributes' of rare earth materials. Dual-use items refer to those with both civilian and military applications. 'The Chinese government reviews export license applications for dual-use items in accordance with laws and regulations, and for applications that meet the requirements, China will grant approval to promote and facilitate compliant trade,' spokesperson He Yongqian said. The strict licensing system has significantly disrupted the global supplies of these materials and triggered production turmoil across industries in America and Europe, raising alarms among officials and businesses alike. A survey of member companies conducted by the American Chamber of Commerce in China late week found that, among those affected by rare earth export controls, 75% say their stock would run out within three months. CNN's Kit Maher contributed to reporting.

Are these the best American stocks for my ISA?
Are these the best American stocks for my ISA?

Yahoo

time23 minutes ago

  • Yahoo

Are these the best American stocks for my ISA?

At the moment, US-listed stocks account for also exactly half of my ISA holdings. To be precise, around 42% of my Stocks and Shares ISA is in cash — I'm a little wary at the moment — and 29% in both international (all North American) and UK-listed stocks. So, why am I a little wary? Well, I'm being more selective about US stocks because the sharp rise in tariffs this year has fundamentally changed the investment landscape. Between January and April 2025, the average effective US tariff rate soared from 2.5% to 27%. These are levels not seen in over a century. It had settled slightly at 17.8% in May, but negotiations are ongoing. Such high tariffs are likely to be raising input costs, squeezing corporate profit margins, and dampening earnings growth. I'm focusing on the metrics because, in today's environment, growth alone isn't enough—valuations must be justifiable. With the S&P 500's forward price-to-earnings (P/E) ratio at 21.3 — above both 5- and 10-year averages — it's crucial to find companies where earnings multiples make sense relative to their growth prospects. As always I'm prioritising growth-adjusted ratios like the P/E-to-growth (PEG) ratio, which help identify stocks offering genuine value for their expected growth, but being even more selective than usual. So, who are they? Well, Pinterest (NYSE:PINS) stands out as fundamentally cheap by most metrics, while Alphabet (NASDAQ:GOOGL) trades at lower multiples than its peers despite similar growth trajectories. In my view, this makes both attractive, non-speculative picks in a market where speculation is increasingly risky. Pinterest currently trades at a forward P/E of 17.7 times and a PEG ratio of 0.53, reflecting strong expected earnings growth at a reasonable valuation. The company's AI-powered ad tools and a growing international user base have driven double-digit revenue growth, with Q1 2025 revenue up 16% year on year and global monthly active users reaching 570m. Despite these strengths, Pinterest remains heavily dependent on digital advertising, making it sensitive to shifts in advertiser budgets and broader economic cycles. It's also very geographically reliant on North America for revenues, and this represents a risk as well as an opportunity. The region represents less than one-fifth of total users but nearly 80% of sales. However, there's plenty to be positive about. Al really seems to be a game changer, and has contributed to the company's improving profitability and attractive growth profile. Alphabet trades at a forward P/E of 17.3 times. That's above the communications sector median of 13.6 but about 30% below its own five-year average, signalling a more attractive entry point relative to its history. The PEG ratio stands at 1.16, lower than the sector's 1.43, indicating solid expected earnings growth for its valuation. I'd also add that Alphabet is more than just a communications stock, which makes its valuation so attractive. Recent performance has been strong. In Q1 2025, Alphabet reported 12% revenue growth to $90.2bn, with Google Cloud up 28% and operating margin expanding to 34%. Risks? There are always risks even with some of the largest companies in the world. One here is Alphabet potentially being forced to divest Chrome in an anti-trust trial. However, for me, its wide economic moat and diversified growth engines underpin long-term appeal. I've recently bought both these stocks. The post Are these the best American stocks for my ISA? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. James Fox has positions in Alphabet and Pinterest. The Motley Fool UK has recommended Alphabet and Pinterest. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Sign in to access your portfolio

Diplomatic win for UK hosting US-China trade talks
Diplomatic win for UK hosting US-China trade talks

Yahoo

time2 hours ago

  • Yahoo

Diplomatic win for UK hosting US-China trade talks

Sky News understands that the Trump administration approached the UK government to ask if it would host round two of the US-China trade talks. This is a useful 'diplo-win' for the UK. The first round was held in Geneva last month. News of that happening came as a surprise. The Chinese and the Americans were in the midst of a Trump-instigated trade war. President Trump was en route to Saudi Arabia and suddenly we got word of talks in Switzerland. They went surprisingly well. US treasury secretary Scott Bessent and his Chinese counterpart He Lifeng, met face-to-face and agreed to suspend most tariffs for 90 days. But two weeks later, the Trump administration accused Beijing of breaking the agreements reached in Geneva. Beijing threw the blame back at Washington. On Wednesday, Donald Trump and Xi Jinping spoke by phone. The Chinese claimed this call was at the Americans' request. Either way, the consequence was that the talks were back on track. "I just concluded a very good phone call with President Xi of China, discussing some of the intricacies of our recently made, and agreed to, trade deal," President Trump said this week. From that call came the impetus for a second round of talks. A venue was needed. In stepped the UK at short notice. Beyond being geographically convenient, UK government sources suggest that Britain is geopolitically in the right place right now to act as this bridge and facilitator. The UK-China relationship is in the process of a "reset". Other locations, like Brussels or other EU capitals, would have been less workable. Crucially too, for the UK, this is also potentially advantageous as it seeks to get its own UK-US trade agreement, to eliminate or massively reduce tariffs, over the line. Talks on reaching the "implementation phase" have been near-continuous since the announcement last month, but having the American principals in London is a plus. Sideline talks are possible, but even the presence of the US team in the UK is helpful. Read more from Sky News:Man wrongly deported from US to El Salvador has been returned to face criminal chargesMore than 40 'narco-boat' drug smugglers arrested in major police sting For all the chaos that President Trump is causing with his tariffs, he has instigated face-to-face conversations as he seeks resets. Key players are sitting down around tables - yes, to untangle the trade knots which Trump tied, but this whole episode has pulled foes together around the same table; it has forced relationships and maybe mutual understanding. That's useful. And for this next round, between superpowers, the UK is the host. Also useful.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store