Texas Instruments (NASDAQ: TXN) has seen a 58% year-to-date rally after being mostly flat over the past five years. Its analog chips manage electrical power for AI chips, positioning the company for a multiyear run as AI infrastructure demand accelerates. The company reported a 23% year-over-year growth rate in the second quarter, its highest in multiple years, and anticipates $5.65 billion to $6.15 billion in Q3 revenue, with a midpoint of $5.9 billion implying a 24.5% year-over-year growth rate. If Texas Instruments beats the top end of Q3 guidance, it could achieve at least 38% year-over-year revenue growth. Profits were up by 53% year over year in the second quarter. CEO Haviv Ilan emphasized that "long-term growth of free cash flow per share is the ultimate measure to generate value," achieved through strengthening competitive advantages, disciplined capital allocation, and pursuing efficiency. Texas Instruments is one of the few fast-growing AI stocks with a dividend yield above 2%.