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Further Reading from MarketBeat Media Microchip Technology Says the Slump Is Ending—The Stock Is Starting to AgreeAuthored by Thomas Hughes. Published: 2/6/2026. 
Summary- Microchip Technology is positioned to rebound as demand stabilizes across its core industrial, automotive and data center end markets.
- Stronger cash generation is improving dividend and debt coverage, supporting continued shareholder returns through 2026.
- Management’s outlook looks constructive but conservatively framed, despite accelerating momentum in data center and automotive.
Microchip Technology's (NASDAQ: MCHP) Q3 fiscal year 2026 (FY2026) earnings report wasn't a blowout, but the results are broadly bullish. In the words of CEO Steve Sanghi, the company is experiencing a broad-based recovery in end markets for semiconductors, supported by improving operational execution. The critical takeaways from Q3 are a return to growth — the first in several years — and expanding margins, which position the company for a leveraged earnings recovery. Other important details include debt and capital returns: debt levels are declining, and coverage metrics are moving back into positive territory. Including management's guidance, which forecasts another sequential acceleration, the signs point to traction that is gaining momentum and could easily lead the company to outperform Q4 guidance and next fiscal year forecasts. Microchip Technology Returns to Growth in Q3 FY2026While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough. Click here now to see the full report Microchip put up a solid quarter even though results roughly met analysts' expectations. Net revenue of $1.19 billion was up more than 15.5% year-over-year (YOY), driven by strength in key markets — notably automotive and industrial — while all segments contributed. Sequentially, revenue rose about 4%, and management's guidance suggests that the acceleration will continue. Margins are a key story. The company's efforts and reinvigorated revenue leverage produced meaningful year-over-year improvement. GAAP losses reversed to profitability, operating income and EPS grew by triple digits, and management expects the momentum to persist. Adjusted earnings of $0.44 per share beat consensus by $0.01, and adjusted margins expanded by roughly 230 basis points versus the prior year. Importantly, Q4 revenue and EPS guidance ranges sit near consensus on the low end, implying that as-expected results would represent the downside case. Analysts and Institutions Point to Higher Prices for MCHP StockThe analyst sentiment reset in 2025 pressured the stock for much of the year, but trends shifted late in Q4 2025 and strengthened after the FY2026 guidance update. MarketBeat tracked several reaffirmed ratings and raised price targets following the update, extending the bullish trend. MarketBeat data shows analyst coverage spiked in January 2026, sentiment firmed with several Buy ratings added, and revisions have been trending toward the high end of target ranges. As of early February, consensus targets sit near $85 — a double-digit gain if reached — while high-end analyst targets imply up to roughly 35% additional upside. Institutional trends are supportive as well. Institutions sold through much of 2025, including Q4 when MCHP traded at long-term lows, but they turned to buying in January 2026. Institutions now own a large portion of the float and provide a solid support base; if they continue accumulating, this semiconductor stock could move toward the high end of analysts' ranges before mid-year. MCHP Stock Price Is Amid a ReversalPrice action for MCHP has been volatile, but several technical cues stand out. The November 2025 bounce suggests support at a higher level. If the stock is forming a double-bottom pattern, the second bounce would indicate a market ready to advance in 2026. Critical resistance sits near the pattern's baseline, around $80 — a move above that level would be a bullish trigger. If the breakout above ~$80 holds, the measured move implied by the double-bottom could be roughly equal to the pattern's depth — potentially more than $40, which would represent more than 100% of upside from current levels. 
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