It’s been a roller coaster year for semiconductor stocks. Many of the biggest names, like NVIDIA Corp. NASDAQ: NVDA, were on a tear heading into the year on plans for a massive data center buildout to support the needs of artificial intelligence (AI). That hope turned to concern in January when China’s DeepSeek large language model was released. This played into the bearish argument that hyperscalers (i.e., companies that require large-scale data centers to accommodate a wide range of cloud computing and da ...