On Tuesday all eyes will be on Intel, as investors look to see if their results confirm a bullish outlook from Deutsche or a bearish call from Jefferies.
Analysts at DB said in a research note they expect third quarter results of semiconductor companies to beat expectations and come in at the high end of guidance.
"We believe the ending of inventory burn, the beginning of restocking and improved end-demand to be the main drivers behind (third and fourth quarter) upside," the note said.
DB recommended investors remain overweight on semis, with 'buy' ratings on Intel, as well as SanDisk and others.
Of course not everyone shares that opinion. Adam Benjamin of Jefferies is probably one of the more bearish analysts following Intel.