Semiconductor companies Nvidia (NASDAQ: NVDA) and Arm Holdings (NASDAQ: ARM) are major players in that market, and shares have rocketed 166% and 100%, respectivley, year to date. But most Wall Street analysts expect the stocks to move in opposite directions over the next year.

China shares fell as investors digested much weaker-than-expected export data released late Monday. Japan's market jumped as its semiconductor firms followed Nvidia upward.

Nvidia has delivered such massive gains in recent years that it's easy to overlook how the stock has performed over the short term. Most investors would be happy with a 20% gain in a year. Nvidia's share price has soared over 20% in the last five weeks.

After growing revenue 122% last quarter, Blackwell demand could send Nvidia's market capitalization to $3.9 trillion next month — passing Apple as the world leader

Nvidia, the renowned AI chipmaker, achieved a record stock close on Monday, with its shares reaching $138.07, fueled by investor confidence in the company’s continued dominance in AI technology. The company’s stock climbed 2.