Well, it's Thursday -- the day after news of Nvidia's (NASDAQ: NVDA) 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 (NASDAQ: INTC) are down 0.8% -- recovered somewhat from an earlier decline of more than 2%. In contrast, shares of ASML Holding (NASDAQ: ASML) and Applied Materials (NASDAQ: AMAT), two suppliers of the semiconductor manufacturing equipment that's essential to grow supplies of in-demand AI semiconductor chips, are performing much better -- up 4.2% and 4.7%, respectively.

Why the disparate reactions to Nvidia's news? Well, let's take a look at the report itself.

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Source Fool.com