Some US investors pivot to infrastructure amid broader AI selloff

As Wall Street's love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products.

Reuters • Feb 19, 2026

Biggest S&P 500 Winners Last 5, 10, 20 Years

The S&P 500's annualized total return over the last five years has been roughly 13.5%, but the average stock currently in the index has seen an annualized total return about 2.6 percentage points less at just 10.9%.

Seeking Alpha • Feb 19, 2026

Are Computer and Technology Stocks Lagging Monolithic Power Systems (MPWR) This Year?

Here is how Monolithic Power (MPWR) and Ericsson (ERIC) have performed compared to their sector so far this year.

Zacks Investment Research • Feb 17, 2026

Earnings Estimates Moving Higher for Monolithic (MPWR): Time to Buy?

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Feb 12, 2026

What Makes Monolithic Power (MPWR) a Strong Momentum Stock: Buy Now?

Does Monolithic Power (MPWR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Feb 12, 2026

Why Monolithic Power (MPWR) is a Top Growth Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Feb 12, 2026

Best Momentum Stock to Buy for February 11th

ENGIY, MPWR and SHIP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 11, 2026.

Zacks Investment Research • Feb 11, 2026

Monolithic Power Systems Is Surging—Has Valuation Caught Up?

Over the past three months, some of the biggest names in the semiconductor industry have stalled out. NVIDIA NASDAQ: NVDA is up just 1% over that time, Broadcom NASDAQ: AVGO is down 1%, and Advanced Micro Devices NASDAQ: AMD has fallen over 7%.

MarketBeat • Feb 10, 2026

Spotify's "Monolithic" Potential Faces Earnings Questions & SPOT Options Trade

CFRA's Ken Leon believes investors are right to tune into Spotify's (SPOT) growth potential, though he raises concerns around the streaming giant's valuations. He points to metrics where the company needs to turn up the volume to assure growth projections are justified.

These Analysts Increase Their Forecasts On Monolithic Power Following Strong Q4 Results

Monolithic Power Systems, Inc. (NASDAQ: MPWR) reported upbeat earnings for the fourth quarter on Thursday.

Benzinga • Feb 6, 2026