CFRA's Angelo Zino maintains a Hold rating for Onsemi (ON) after earnings. Angelo says this is a company "not as exposed to A.I." and thinks ON has a lot more industrial market exposure. Michael Robinson points to Arm Holdings (ARM) and Broadcom (AVGO) could be names to watch in the semiconductor space. In the A.I. space, he thinks Arista Networks (ANET) is another name to keep on the watch list.