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.

Wall Street retreated on Tuesday, as chip stocks took it on the chin following disappointing earnings from Dutch giant ASML (ASML) and news that the U.S. was mulling further export caps. Market participants also parsed through quarterly results from several high-profile companies.

Since early last year, investors have been bullish about the potential of artificial intelligence (AI), scooping up shares of companies best positioned to profit from this next-generation technology.