Nuveen Select Tax-Free Income Portfolio (NXP)

A Dutch semiconductor company reported strong Q4 2025 earnings early this week, but it's not the one most investors think of first. ASML Holdings NV NASDAQ: ASML often captures market headlines due to its near-monopoly on extreme ultraviolet (EUV) light systems, but NXP Semiconductors NV NASDAQ: NXPI is also a key company to watch, given AI advancements in its automotive and industrial divisions.

Municipal bond closed-end funds (CEFs) are seeing narrowing discounts, with NXP and MHF offering the most compelling value in the space at present. Leverage costs are easing as the Fed cuts rates, which should improve distribution coverage and make leveraged muni CEFs more attractive. Of course, there are always risks that include increased volatility from leverage and sensitivity to long-term Treasury rates, but we've seen long-term rate stabilization within a fairly narrow range.

NXP Semiconductors has underperformed some of its peers, hindered by sluggish auto and industrial end markets and disappointing near-term guidance. Current valuation does not price in a significant recovery, yet lean OEM inventories and eventual end-market rebounds present upside potential. I'm projecting high single-digit revenue growth in 2026, accelerating to double digits as auto and industrial recoveries materialize.

NXPI beats Q4 estimates as EPS rises 5% and revenues climb 7%, with Automotive, Industrial & IoT and Mobile driving growth.

NXP Semiconductors on Monday forecast first-quarter revenue above Wall Street estimates, anticipating a robust automotive market and consistent industrial demand.

The Dutch semiconductor maker guided for further revenue growth, as management is seeing demand improve.

NXP Semiconductors N.V. (NASDAQ: NXPI) shares slipped in Monday's extended trading after the company released its fourth-quarter earnings report .

EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI. Through strategic acquisitions we strengthened our portfolio to drive leadership in intelligent systems at the edge for automotive, industrial and IoT. These actions, combined with an improving demand environment, position NXP for profitable revenue growth. We remain committed to disciplined investment, margin expansion, and portfolio optimization to drive sustainable, long‑term value for our shareholders,” said Rafael Sotomayor, NXP President and Chief Executive Officer.

PR n°C3384C STMicroelectronics expands sensors capabilities with closing of acquisition of NXP's MEMS business Acquisition boosts ST's position in automotive safety and expands leadership in sensors across automotive and industrial end markets Geneva, February 2, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today completed the acquisition of NXP Semiconductors' (NASDAQ: NXPI) MEMS sensors business. Announced in July 2025 and now fully approved by regulators, this transaction, focused on automotive safety and non-safety products and sensors for industrial applications, expands ST's global sensors capabilities.

NXP Semiconductors (NASDAQ: NXPI) reports Q4 2025 earnings today after market close at 4:10 PM ET.

Collaboration combines Origin AI's proven motion-sensing technology with NXP's high-performance chipsets to enable seamless and scalable integration and accelerate time to market. ROCKVILLE, Md.

CHICAGO--(BUSINESS WIRE)--The reorganizations of Nuveen California Select Tax-Free Income Portfolio (NYSE: NXC) and Nuveen New York Select Tax-Free Income Portfolio (NYSE: NXN) into Nuveen Select Tax-Free Income Portfolio (NYSE: NXP) were successfully completed prior to the opening of the New York Stock Exchange on January 12, 2026. Through the reorganizations, NXP acquired substantially all of the assets and liabilities of NXC and NXN in a tax-free transaction in exchange for newly-issued comm.

Many market watchers attributed the rally to a dividend announcement, but the payout was unchanged from the prior 11 quarters and management didn't say anything new in the press release. Chip stocks, the automotive sector, and the broader market all traded sideways in December, ruling out sector-wide tailwinds.

NXP announced its new eIQ Agentic AI Framework, a trusted foundation to rapidly prototype and deploy optimized, secure, autonomous AI systems at the edge.

NXP and GE HealthCare announced a collaboration to pioneer advancements in edge AI, beginning with new anesthesia and neonatal concepts showcased at CES.

Integration of Ceva's AI DSP in NXP's S32Z2 and S32E2 real-time processors enables predictive analytics, energy management and intelligent control for software-defined vehicles LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- CES 2026 -- As vehicles evolve into software-defined platforms, the demand for real-time processing, safety, and intelligence is accelerating. Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced that NXP® Semiconductors has integrated Ceva's AI DSP into its S32Z2 and S32E2 processors, designed to power the next generation of real-time domain and zonal control modules in software-defined vehicles.