ChipsThe story, in brief
Texas Instruments' stock jumps 18%, heads for best day since 2000 as AI demand soars
18%. That's how much Texas Instruments stock jumped as AI chip demand reshapes the semiconductor supply chain.
The KeyNews take
Why it matters
Texas Instruments' earnings beat signals sustained AI infrastructure demand trickling down to analog and embedded chip makers—a bellwether for data center capex cycles and GPU adjacency plays.
The key facts
6 to knowTexas Instruments stock up 18%
Best trading day since 2000
Beat on Q1 earnings and revenue
Upbeat forward guidance issued
AI demand cited as growth driver
Date: April 23, 2026
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Texas Instruments beat on earnings and revenue and gave upbeat guidance.