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.

U.S. stocks ended on a mixed note following the latest signals that the U.S. economy continues to hum. The S&P 500 closed little changed Thursday. The Dow Jones Industrial Average added 0.4% to the all-time high it set the day before,