Texas Instruments Q2 Beats; Guides Higher

Texas Instruments posted stronger-than-expected second-quarter results with adjusted earnings of $2.14 per share on $5.46 billion in revenue. Management guided for third-quarter revenue between $5.65 billion and $6.15 billion, topping consensus around $5.61 billion. Analysts credit AI infrastructure buildout for broad growth in TI’s analog chips, which manage power and convert real-world inputs, while TI emphasizes it does not manufacture high-performance AI processors like Nvidia. Despite the upbeat outlook, TI shares slipped in extended trading, with investors cautious on near-term momentum. Coverage notes highlighted the resilience of TI’s analog chip ecosystem and ongoing expansion into Edge AI and AI infrastructure through 2027. The results reinforce TI’s role in enabling AI-ready infrastructure amid the broader semiconductor cycle.