Infrastructure Boom Fuels Texas Instruments' (TXN) Rally

Texas Instruments is cited by Heartland Advisors as a key beneficiary of the AI infrastructure buildout, helping support strong performance from its Heartland Opportunistic Value Equity Strategy in Q2 2026. The strategy returned 12.32% for the quarter versus 14.02% for the Russell 3000 Value Index, with sector allocation effects positive in nine of eleven sectors but negative selection within Technology. In its Q2 2026 investor letter, Heartland highlights TXN as the world’s largest analog semiconductor maker, whose low-cost chips serve automotive, communications equipment, and industrial customers. On September 21, 2026, TXN closed at $270.87, valuing the company at $247.37 billion.