Chip stocks are in focus, with Advanced Micro Devices (AMD) and Intel (INTC) set to report this week.

Susquehanna International Group senior equity analyst of semiconductors Christopher Rolland says that for AMD, it's all about the MI300 series processors. "People think that MI300 could double the size of the company overall. And so this is a very important kind of linchpin in that report."

When it comes to Intel, Rolland is blunt. "Expectations, I think, are low coming into this report. There's not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think Intel is experiencing some share losses. And then in the PC market overall, they do have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they're increasingly trying to move over to their own. So maybe even gross margin could be a headwind," he tells Yahoo Finance.

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This post was written by Stephanie Mikulich.