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A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
A selloff in highflying semiconductor stocks gripped Wall Street Tuesday morning. The Nasdaq Composite tumbled 2.4%. The S&P 500 fell 1.6%. The Dow dropped 371 points, or 0.7%. The Nasdaq 100 was on pace to shed more than $1 trillion in market cap.