Core Insights - Texas Instruments (TI) reported Q4 2025 earnings that included a slight revenue miss but saw a positive market reaction with shares rising 9.9% [1][2][3] Financial Performance - TI's revenue increased by 10% year over year to $4.42 billion, slightly below the analyst consensus of $4.45 billion [2] - Unadjusted earnings per diluted share fell by 2% to $1.27, missing the expected $1.29 due to unexpected charges of $0.06 per share related to goodwill impairment and tax items [2] Market Reaction - Despite the earnings miss, investors focused on positive aspects, leading to a significant increase in stock price [1][3] - Guidance for the next quarter was above current market projections, indicating confidence in future performance [3] Strategic Developments - TI is ramping up production at a new chip-making facility in Sherman, Texas, ahead of schedule, which will produce voltage regulators for high-powered computers [3][4] - Data center orders surged by 70% year over year, highlighting a growing segment for TI that was not previously reported [3] Competitive Advantage - TI's in-house manufacturing capabilities allow it to produce high volumes of products, contrasting with third-party manufacturers that are currently booked with AI-related orders [5] - The company's manufacturing operations are based in Texas and Utah, providing a strategic advantage without concerns over tariffs [5] Future Outlook - The market's positive response to TI's earnings reflects confidence in the company's pivot towards data centers and its in-house manufacturing strategy [6]

Core Insights - Eaton has successfully completed a $100 million expansion project at its Nacogdoches, Texas manufacturing facility [1] - This investment more than doubles Eaton's U.S. production capacity for voltage regulators and three-phase transformers [1] - The expansion aims to meet the growing global demand for Eaton's solutions that accelerate grid modernization [1] Company Developments - The expansion project signifies Eaton's commitment to enhancing its manufacturing capabilities in response to market needs [1] - Representatives from Oncor, Texas' largest energy provider, were present to mark the milestone, indicating potential collaboration opportunities [1]