Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.

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Jan. 27, 6:30 p.m. EST President Donald Trump said at a House Republican retreat that the launch of the AI model was “a positive development” but should be considered a “wake-up” call for U.S. industries, lauding the move for what he hoped would usher in a future of “coming up with a faster method of AI, and much less expensive method.”

Microsoft and Salesforce could see greater adoption of their AI offerings if they pass cost savings on to customers. And Snowflake could benefit from a rise in database queries as AI proliferates.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

Investors piled back into Nvidia and other U.S. AI stocks Tuesday, although recent volatility had some on Wall Street tempering their expectations.

Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.

We recently compiled a list of the Top 10 AI Stocks Dominating Wall Street. In this article, we are going to take a look at where Marvell Technology, Inc. (NASDAQ:MRVL) stands against the other AI stocks.

The US tried to limit China's AI advancements with chip restrictions. It may have fueled the innovation behind DeepSeek instead.

On Monday, as DeepSeek’s recently introduced innovations wiped over $1 trillion off the value of U.S. stocks, and just days after announcing a privately funded $500 billion AI infrastructure push, President Donald Trump said DeepSeek’s rise was “a wake-up call for our industries that we should be laser-focused on competing to win.”

Affordable, DeepSeek in China competes with AI models from US tech giants Meta (META, Financial) and OpenAI while offering the same performance. Investors were becoming concerned about traditional AI development spending by The Magnificent 7 when they were told DeepSeek was joining the AI market.

FTXL focuses on US semiconductor companies, using quality factors like ROA and cash flow for portfolio selection. Read why FTXL ETF is a Hold.