Group 1 - Texas Instruments Incorporated (NASDAQ:TXN) is recognized as one of the top tech stocks that consistently pay dividends [1] - BofA analyst Vivek Arya raised the price target for TXN from $175 to $185, while maintaining an Underperform rating, indicating a broader update across BofA's semiconductor coverage [2] - BofA views 2026 as the midpoint of an eight- to ten-year cycle focused on upgrading IT infrastructure for AI workloads [2] Group 2 - Near-term trading for TXN may be volatile as investors evaluate AI returns and hyperscaler cash flows, although momentum from large language model developers may provide some offset [3] - Texas Instruments announced the start of production at its new 300mm semiconductor fabrication facility in Sherman, Texas, as part of a $40 billion long-term investment plan [4] - The new facility, SM1, is expected to produce tens of millions of chips daily for various electronic devices, aligning with the growing demand in AI and semiconductor manufacturing [5]