10 Stocks Hurting From DeepSeek AI News That Could Turn Into Multibaggers

3. MACOM Technology Solutions Holdings Inc. (NASDAQ:MTSI)

MACOM Technology Solutions Holdings Inc. provides analog semiconductor solutions for wireless applications. The company has seen improvements in its business in the last year which has resulted in 60% gains during this time, comfortably outperforming the S&P 500. Today, however, the stock is down over 13%.

MTSI continues to be a strong stock for 2025. It enjoys the ‘Trusted Foundry’ status from the Department of Defense, which not only implies that the company’s manufacturing processes and products are top-notch but also puts it in a favorable position if the government decides to spend in this sector.

Apart from AI, the firm also benefits from exposure to quantum computing. While this technology is still far away from commercialization, MTSI could in the future become a key supplier of equipment to firms that scale quantum computing. For now, AI and data centers are enough of a reason to invest in the company.