To: Johnny Canuck who wrote (64700 ) 7/23/2025 3:27:57 AM From: Johnny Canuck Read Replies (1) | Respond to of 67450 Why is Texas Instruments’ stock sliding after earnings? Analysts boil it down to one word. Johnny: Issue is weakness in autos to continue which affect AEHR, MCHP, ADI and QCOM. Front end loading may be a theme for most earnings this season, which means the beat and meet but guide down. Tariffs also a theme as impact is being seen now. >>>>>>>>>>> Summarize the key points of this article: marketwatch.com ChatGPT said: Here are the key takeaways from the MarketWatch article “Why Is Texas Instruments Stock Sliding After Earnings? Analysts Boil It Down to One Word”: ?? 1. Flat-Out Q2 Beat, But Q3 Tone Dims Outlook ??? 2. That One Word: “Tone” Analysts said it came down to “tone” —recently upbeat management comments were replaced by a more “moody” , cautious stance focused on geopolitical tensions and tariffs MarketWatch . Oppenheimer described the call as “moody,” Cantor Fitzgerald said it was “definitively more cautious,” and Bernstein labeled it “tone deaf” MarketWatch . ?? 3. Underlying Concerns: Tariffs & Pull-Forward Effects Management highlighted concerns about tariff impact , noting that prior Q2 demand might have been front-loaded —customers ordering ahead of potential tariff hikes Barron's+4MarketWatch+4Reuters+4 . The auto sector remains weak, and rising geopolitical uncertainties are weighing on customer sentiment Reuters Barron's . ?? 4. Stock Reaction: Worst Drop in Years TI shares plunged approximately 12% after hours , marking what could be the worst single-day fall since 2008 Reuters+2MarketWatch+2Finviz+2 . Broader coverage cites drops of 8–11% after hours , reflecting investor shock at tone ambiguity despite solid numbers Reuters Barron's Investors .