Synaptics ($SYNA) podcast mentions
Per Ticker.id: 10 Synaptics ($SYNA) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-06.
So the stock caught fire because Wall Street loves a semiconductor company with an AI kicker, even if the main business is chips for cars and trucks. That's how Onsemi got its groove back earlier this year. but it lost that groove a few weeks later. Near the end of June, this company announced a deal to acquire a company called Synaptics for $7 billion in stock, and the market hated it. Synaptics makes chips and software for human-machine interfaces. Think touchscreens, fingerprint sensors, high-quality displays, voice recognition, noise cancellation. They also made some inroads in AI with a platform that runs real-time machine intelligence on low run on local devices rather than rely on the cloud. That makes it faster. They're not in the data center itself, though. They help power AI within the Internet of Things, which is why Synaptics seems like a winner once we start seeing robots, which we know will be one of the biggest markets in the sector. Onsemi had a pretty compelling argument for the merger.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06They argued that combining with Synaptics would make the company a much stronger player in the infrastructure ecosystem, especially once we get to physical AI. AI. Think autonomous vehicles, the aforementioned robots, or augmented reality systems. They also projected they could rack up $200 million in cost savings. There was just one problem with the deal. It was the price. Onsemi was willing to pay $7 billion in stock for Synaptics, even though the business is valued at just $2.5 billion as recently as March. Wall Street saw this as the mother of all overpays. In response, Onsemi saw its stock plunge from $119 $90 in a single session, 24, nearly a 24% decline. For the next few months, both stocks drifted lower. Some of that was industry-wide weakness in July. But then Onsemi reported an unremarkable quarter in August and nothing seemed to turn the thing around. By mid-September, it was trading $65, down more than 50% from the June highs. What a roller coaster.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06And because this was an all-stock transaction, every decline in Onsemi led to a decline in Synaptics. But in the past few weeks, the whole situation has changed and changed for the better. The stocks were back to $86. You know what? I think it's not done going higher. First, 3 weeks ago, Onsemi held an Investor Day meeting where they made a bunch of big announcements, including an embedded power platform for the data center, basically a way to get more efficiently— way to more efficiently get electricity into the high-end chips. There were new customer announcements like a strategic technology engagement with Subaru. And there were also some financial targets thrown around. They're talking about having a $213 billion addressable market by the end of this decade. And Wall Street was not impressed. Onsemi stock fell 9% on the day of the event. This is some wild, crazy trader. Some analysts called the financial targets underwhelming. But in retrospect, that was the turning point because the stock then rallied in 12 of the 14 sessions after the Investor Day climbed 30%.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Best of all, last Thursday night, we learned that Onsemi and Synaptics have On Semi had renegotiated the terms of their deal. Rather than $7 billion in stock, they're now paying $5.7 billion in cash. Everybody wins. On Semi gets a much more reasonable price. Synaptics gets a fixed price for their shares rather than taking payment on On Semi's wobbly stock. Both names roared on Friday in response. As I see it, this is terrific news. The On Semi-Synaptics merger made a ton of sense, just they were paying too much. Now they're getting the same assets at a much more reasonable price. On shares are back at $86 at this point, up nicely from the mid-September lows, but still down meaningfully from those June highs. I think that means you're still getting an attractive entry point. The company's high exposure to the auto market presents a risk here because autos, as I mentioned, don't thrive in a high interest rate environment. But with the stock down nearly 50 points from its highs and all the other semis kind of right near their highs, I can't bring myself to be all that worried. Here's the bottom line.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06After getting obliterated when Wall Street rejected the expensive Synaptic stock acquisition Onsemi has finally started rebounding, aided by the fact that they just renegotiated a much lower price for the deal. While this is mostly an auto and industrial focused chipmaker, that hasn't changed. They do have a rapidly growing AI infrastructure business that I think the market will keep paying up for. Now, the Synaptics deal is no longer a problem. I like the story. And if you want to buy a laggard semi that can play catch up, you can do a lot worse than buying some Onsemi. 7. Let's take calls.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06All right. TowerSemi again is a company that did well off of Marvell because that's something that Matt Murphy talked about. He will be on tomorrow morning on Squawk on the Street. I think this is a little bit cheaper stock, but at the same time, I don't want to pay 66 times earnings either for a stock that's up 120%. Too great. Great companies with stocks that are very expensive. Astera and Tower, just the way it is. Now that the Synaptics deal is no longer an overhang, I think Wall Street can finally get back to valuing Onsemi for its rapidly growing infrastructure biz. Much more, my money. You alerted me to a little-known diagnostic player called Grail. Now I'm turning in my homework and give you my take on the stock. It's pretty darn exciting. And there's been much ado about France's growing debt problems. But after these stories, Should we expect a déluge? I mean, après moi. I'm taking a historical view and historical view on whether you need to be worried. And all your calls rapid fire in tonight's edition of The Lightning Round. So stay with Kramer.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Yeah. IPO activity or rumblings. We got On and Synaptics and then the Mattel Authentic Brands chatter yesterday.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · 2026-10-02Yes. Yes. He's quite adept behind the deck. And then, like, what's the Synaptics, $123 a share in cash. So we got a little activity there.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · 2026-10-02I thought that was incredible. I mean, you know that I'm going to be really— I'll play with an open hand. I go over the bookings and I said, you know what? I don't know if I want to put on Synaptics. I don't think people understand it. And that was a bad judgment by me. I mean, it shouldn't— I shouldn't have thought like that. It's, you know, Onsemi is a good company too. Yeah, look, I like the semis very much here. I think you can buy— I think you can buy the semis.
Jim Cramer · Squawk on the Street · 9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · 2026-10-02Metallica's Life Burns Faster residency at the Sphere in Las Vegas begins in a new twist for the venue. On Wall Street, stock index futures are in the green. Crude oil is down 3.8% at $89 a barrel. Brent crude is down 2.7% at $99. The FTSE 100 is up 0.1%, and the DAX is up 0.8%. China's Shanghai Composite remained closed today for a holiday. India's market was also closed today. Synaptics and On Semiconductor are on our Biggest Movers list. SYNA is up 14% and ON is up 6%. Shares climbed after ON agreed to acquire Synaptics for $123 per share in cash, or approximately $5.7 billion, replacing the all-stock deal announced in June that was valued at about $7 billion.
Julie Morgan · Wall Street Breakfast · No sprint for Nike yet · 2026-10-02Yeah, their synaptic densities the same as humans or better.
David Grusch · The Joe Rogan Experience · #2560 - David Grusch · 2026-09-30Uh, this is of an awake patient with Parkinson's disease. To the layperson, it will sound like popcorn or maybe a rainstorm on a tin roof. They implant electrodes into this target and provide— they get significant relief of the patient's symptoms, especially the rigidity and tremor. It allows them to enjoy a better quality of life. Listeners who are neurologists, neurosurgeons, or neurophysiologists may recognize this one, although there is a trend to do the surgery without recording the brain. So the art of brain noises may be lost with time. Big fan of the show. I thought that was a really cool, really, really cool, um, noisy there. So they're recording synaptic firing, right, Steve? Yeah. And then there is specific patterns that people who do this specifically, and I'm, you know, I wasn't sure if you ever did anything like this, Steve. No, no. But yeah, but, but there are specific patterns that they can find that are meaningful, apparently. Currently. And I thought that was really interesting. So that is the human brain and its electrical activity. Very cool.
Jay Novella · The Skeptics' Guide to the Universe · The Skeptics Guide #1107 - Sep 26 2026 · 2026-09-26And there was a really interesting modeling exercise they went through to understand how neurons were connected in the brain to build a, a network model, a topological model, and the way they were able to do this is back in October of 2024, there was a group out of Cambridge and Princeton that used electron microscopes to scan the brain of the Drosophila fruit fly, and they mapped every single neuron in that fruit fly's brain, 139,000 neurons, and every connection that the neurons had to other neurons in the brain. So there were 50 million synaptic connections between the neurons. And it's those connections that make neural networks in the brain work. How are those neurons networked together to do the things that they do? This is the key question in what is that network model? What is the topological model of how neurons connect in the brain, which gives rise to our ability to control our bodies, to seeing things and comprehending vision, comprehending sound, and even the basic premise of consciousness itself.
David Friedberg · All-In with Chamath, Jason, Sacks & Friedberg · Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores · 2026-07-31The problem with Alzheimer's is we're losing the synaptic connections between the neurons.
Frank Longo · Squawk Pod · It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26 · 2026-07-27So the drug's different in a number of ways. So the problem with Alzheimer's is we're losing the synaptic connections between the neurons, and there are multiple forces causing those connections to degenerate. There's the amyloid that accumulates in the brain. There are toxic forms of the tau protein, or damages to synapses, and inflammation. And on the market today, there are drugs that go after the amyloid, but not the other two. And so our drug deals with all three.
Frank Longo · Squawk Pod · It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26 · 2026-07-27