All across Wall Street, day by day, the headlong rush into the most popular trades, from tech stocks to gold to cryptocurrencies, has given way to a sudden retreat from risk.

A slide in tech stocks intensified Wednesday, spreading from software into semiconductor shares and other companies linked to the infrastructure build-out for artificial intelligence. The Nasdaq composite posted consecutive 1% declines for the first time since April’s tariff chaos.

This week’s market decline has tech investors heading for the doors.

Tech stocks are trading lower as investors assess whether AI could upend current software leadership. Analysts say the market reaction is overblown.

SiTime (SITM) shares surged more than 16% in early trading on Thursday after several Wall Street firms praised the company's stronger-than-expected results and its deal to acquire a Renesas unit. Barclays analyst Tom O'Malley raised his price target on SiTime to $400 from $360,

Shares of TSMC (TSM) have gained 2.2% over the past four weeks to close the last trading session at $325.74, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication.

Amazon stock has been a laggard among its Magnificent Seven peers, but Wall Street is bullish that the latest results will show AI-driven strength.

Wall Street Sees Artificial Intelligence (AI) as a Decade-Long Opportunity. This Stock Is an Early Winner. The adoption of AI software solutions should accelerate productivity in the coming years, contributing significantly to the global economy.