ChipMakers fall into post earnings despite the assessments

Over two years, a generative artificial intelligence into the artificial intelligence, Wall Street sets a rod higher for chipmakers.

When it comes to earnings reports – recently the latest Marvell technology – It’s not good. These investors previously poured into companies offering infrastructure and devices in the center of the EU economy, historically to high levels.

Requires results.

Martyr Shares roar 20% on Thursday, since 2001, after the leadership fell shortly after some high assessments. The company’s income forecast, as well as the results of the last quarter, according to LSEG, before the average analytical assessment, the wall street asked for more than 83% in 2024.

“When Marvell said a small tattoo and growing, the guide was definitely low,” said the analysts in Cantor after the results.

Nvidia He spent a similar fate in late February, decreased by 8.5% after a leader in the AI ​​processors with shareholders gain and comes floating to past calculations. Shares Advanced micro devices Dropped more than 6% before we beat the expectations before. A problem number for AMD missed his data center.

Optical supplier Credo technology After earnings on Wednesday, 14% will be held on Thursday and more than 10% more digital income, despite the Herring Administration.

This Vaneck Semiconductor ETF About 6% decreases after 7% decline in last week. Etf from the leading components nvidia, Taiwan Semiconductor Production Co. and BroadcomIn 2023, 72% and about 39% last year.

The problem in Wall Street for ChipMakers emphasizes the pressures of the AI ​​structure until the fourth calendar year. Tariffs from Trump Management and chip export control was added to investor concern.

However, all companies in space do not receive the same treatment. Broadcom Shares lost 6% Friday evening to the quarterly pot in the session, but the shares came out 12% after a better hour than expected yieldIncluding strong infrastructure and semiconductors.