Monolithic Power Systems

MPWR

Market cap $55.7B

Most dividend investors gravitate toward the same familiar names: utilities, consumer staples, REITs.

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.

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%.

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

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

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

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

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%.

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.