Why ASML Stock and Applied Materials Just Popped, But Intel Dropped

Well, it's Thursday -- the day after news of Nvidia's (NVDA 14.77%) Q4 earnings report dropped. And it's already pretty obvious how investors are reacting to the news.As of noon ET, shares of Nvidia rival Intel (INTC -0.97%) are down 0.8% -- recovered somewhat from an earlier decline of more than 2%. In contrast, shares of ASML Holding (ASML 4.60%) and Applied Materials (AMAT 5.46%), two suppliers of the semiconductor manufacturing equipment that's essential to grow supplies of in-demand AI semiconductor ch ...