Users on Stocktwits are hopeful that Wall Street’s reaction to rival AMD’s weaker-than-expected outlook in the data center market and low PC revenue contribution will help boost Intel’s stock price by end of day.

Citi downgraded the stock to ‘Neutral’ from ‘Buy,’ while several other analysts slashed their price targets after the fourth-quarter earnings report.

Bernstein expects Qualcomm to benefit from the smartphone sector’s strong performance, which grew 6% in 2024, given its focus on high-end smartphone models.

Retail investors will be focused on how AMD is navigating Big Tech's growing shift towards custom silicon and watch for comments on the rapid progress of Chinese AI startup DeepSeek.

Chip stocks are bearing the brunt of President Donald Trump’s import tariffs on China, fueling concerns about how these measures will impact the global tech supply chain.

Wall Street sees KLA outperforming peers as AI demand accelerates and resilience against U.S. export tariffs.

Wall Street highlights Intel’s strategic pivot away from its Falcon Shores AI processor and the delay of Clearwater Forest as ongoing challenges for the company despite a solid Q4.

Lam Research Q2 earnings beat and AI-driven demand bolstered outlook led to a slew of price hikes from Wall Street.

JPMorgan analyst warns of turbulence in AI stocks like NVDA, AVGO, MRVL but reassures VOO investors due to its well-diversified portfolio of top US companies.

Qorvo reported strong earnings but warned that revenue from its largest customer, Apple, will likely remain flat in fiscal 2026, weighing on retail sentiment.

Analysts see a long-term recovery in semiconductor stocks, with Lam Research poised to benefit from AI demand and advanced manufacturing trends.

During the earnings call, CEO Christophe Fouquet said artificial intelligence is a key growth driver for the semiconductor industry but acknowledged that shifting market dynamics have not benefited all of ASML’s customers equally.

ASML’s stock has dropped more than 10% over the past four sessions, including a 7% decline on Monday that wiped out over $15 billion in market value.

With analysts forecasting a significant profit decline, Qorvo's potential restructuring under activist pressure draws focus ahead of its earnings release.

The 52-week low comes after the stock lost 6.4% during a wider tech sector sell-off on Monday, triggered by reports of Chinese AI startup DeepSeek unveiling a competitive AI model, which impacted major technology stocks.

TSMC stock saw redemption after Monday selloff. Taiwan economy ministry says US-Taiwan semiconductor business is a win-win model despite Trump's tariff threats. Taiwan home to Apple and Nvidia. TSM stock up 3.23% premarket.

As analysts suggest buying the dip after DeepSeek fueled the selloff, here is a list of semiconductor ETFs that investors could consider.

The launch of DeepSeek affects the AI boom including the power, cooling and data center giants that once rode the AI euphoria, which now have single-day losses exceeding 20%.

DeepSeek, a China-based AI startup, launched a new model that poses a challenge to U.S. competitors, including Nvidia's core business.

A wild selloff rattled tech stocks on Monday, striking at the heart of AI optimism as China’s DeepSeek startup unveiled an open-source large language model platform that outperforms OpenAI’s ChatGPT at a

Chinese open-source AI platform DeepSeek R1 sparks investor fears over competition and capital allocation into high-cost American firms.

Texas Instruments’ reliance on automotive and industrial markets faces challenges, with guidance signaling potential headwinds ahead.

JP Morgan analyst maintains Overweight rating on Qualcomm, as Samsung's flagship S25 uses Snapdragon chips, increasing Qualcomm's revenue and EPS.