{"id":37670,"date":"2025-03-06T09:20:58","date_gmt":"2025-03-06T12:20:58","guid":{"rendered":"https:\/\/tiproject.online\/index.php\/2025\/03\/06\/nasdaq-100-ai-trade-unwinds-as-marvell-technology-leads-semiconductor-decline\/"},"modified":"2025-03-06T09:20:58","modified_gmt":"2025-03-06T12:20:58","slug":"nasdaq-100-ai-trade-unwinds-as-marvell-technology-leads-semiconductor-decline","status":"publish","type":"post","link":"https:\/\/tiproject.online\/index.php\/2025\/03\/06\/nasdaq-100-ai-trade-unwinds-as-marvell-technology-leads-semiconductor-decline\/","title":{"rendered":"Nasdaq 100: AI Trade Unwinds as Marvell Technology Leads Semiconductor Decline"},"content":{"rendered":"<p> [ad_1]<br \/>\n<\/p>\n<div>\n<p>Adam Crisafulli of Vital Knowledge cautioned that delaying tariffs for a single month offers little relief, calling it \u201ca Band-Aid on a bullet wound\u201d given the administration\u2019s aggressive trade stance. The Federal Reserve\u2019s Beige Book and recent manufacturing data have further highlighted concerns, with businesses citing rising input costs and growing uncertainty due to the tariffs.<\/p>\n<h2 id=\"ai-trade-unwinds-as-semiconductor-stocks-decline\">AI Trade Unwinds as Semiconductor Stocks Decline<\/h2>\n<p>Another factor pressuring the market on Thursday was a sell-off in artificial intelligence-related stocks. Marvell Technology tumbled more than 16% despite reporting better-than-expected fourth-quarter earnings of 60 cents per share on revenue of $1.82 billion, surpassing analyst estimates of 59 cents per share on $1.80 billion in revenue. However, the company\u2019s first-quarter guidance was mixed, contributing to investor unease.<\/p>\n<p>The broader semiconductor sector followed suit, with ON Semiconductor, Taiwan Semiconductor, and Nvidia trading lower in premarket action. Chipmakers Broadcom and Micron Technology also declined, reflecting broader concerns about demand and supply chain disruptions tied to tariffs.<\/p>\n<h2 id=\"notable-movers-zscaler-gains-victoria\u2019s-secret-and-mongodb-drop\">Notable Movers: Zscaler Gains, Victoria\u2019s Secret and MongoDB Drop<\/h2>\n<p>Outside the chip sector, Zscaler shares rose 4% after reporting strong earnings, with adjusted earnings of 78 cents per share on revenue of $648 million, beating expectations.<\/p>\n<p>Conversely, Victoria\u2019s Secret dropped 5% after providing weaker-than-expected first-quarter revenue guidance of $1.30 billion to $1.33 billion, below analyst estimates of $1.39 billion.<\/p>\n<p>MongoDB fell nearly 18% after issuing full-year guidance that disappointed Wall Street, forecasting adjusted earnings of $2.44 to $2.62 per share\u2014well below the $3.38 consensus estimate.<\/p>\n<\/div>\n<p>[ad_2]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[ad_1] Adam Crisafulli of Vital Knowledge cautioned that delaying tariffs for a single month offers little relief, calling it \u201ca Band-Aid on a bullet wound\u201d given the administration\u2019s aggressive trade stance. The Federal Reserve\u2019s Beige Book and recent manufacturing data have further highlighted concerns, with businesses citing rising input costs and growing uncertainty due to the tariffs. AI Trade Unwinds as Semiconductor Stocks Decline Another factor pressuring the market on Thursday was a sell-off in artificial intelligence-related stocks. Marvell Technology tumbled more than 16% despite reporting better-than-expected fourth-quarter earnings of 60 cents per share on revenue of $1.82 billion, surpassing analyst estimates of 59 cents per share on $1.80 billion in revenue. However, the company\u2019s first-quarter guidance was mixed, contributing to investor unease. The broader semiconductor sector followed suit, with ON Semiconductor, Taiwan Semiconductor, and Nvidia trading lower in premarket action. Chipmakers Broadcom and Micron Technology also declined, reflecting broader concerns about demand and supply chain disruptions tied to tariffs. Notable Movers: Zscaler Gains, Victoria\u2019s Secret and MongoDB Drop Outside the chip sector, Zscaler shares rose 4% after reporting strong earnings, with adjusted earnings of 78 cents per share on revenue of $648 million, beating expectations. Conversely, Victoria\u2019s Secret dropped 5% after providing weaker-than-expected first-quarter revenue guidance of $1.30 billion to $1.33 billion, below analyst estimates of $1.39 billion. MongoDB fell nearly 18% after issuing full-year guidance that disappointed Wall Street, forecasting adjusted earnings of $2.44 to $2.62 per share\u2014well below the $3.38 consensus estimate. [ad_2]<\/p>\n","protected":false},"author":1,"featured_media":37671,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-37670","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financas"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/37670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/comments?post=37670"}],"version-history":[{"count":0,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/posts\/37670\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media\/37671"}],"wp:attachment":[{"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/media?parent=37670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/categories?post=37670"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tiproject.online\/index.php\/wp-json\/wp\/v2\/tags?post=37670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}