January 2025 was a bullish month for many Nasdaq-listed names. But that wasn't the case for all of them.

While the Nasdaq-100 index advanced 2.2% in January, a handful of its constituents (including a market favourite) lost quite a bit of ground. Here they are, from least bad to worst:

• Monster Beverage (NASDAQ: MNST): Down 7.3%
• Comcast (NASDAQ: CMCSA): Down 10.3%
• Nvidia (NASDAQ: NVDA): Down 10.6%
• Electronic Arts (NASDAQ: EA): Down 16%
• On Semiconductor (NASDAQ: ON): Down 17%

Not every one of these stumbles has a specific catalyst. Monster Beverage, for example, mostly continued to peel back from an overheated rally that peaked in November 2024.

Other setbacks have clear causes, though. For instance, Nvidia shares were upended by the recent introduction of DeepSeek's AI platform, which reportedly provides a range of artificial intelligence solutions without the need for the number of processors typically required for comparable results. If this new approach to AI becomes the norm, Nvidia's AI processor business may not have as bright a future as once anticipated.

Comcast's stock fell in response to a drop in last quarter's broadband customers, while Electronic Arts shares crashed after it lowered its full-year revenue forecast thanks to tepid demand for its latest soccer video game title.

As for On Semiconductor -- last month's biggest Nasdaq-100 loser -- shares were already lagging headed into the new year, but this sell-off accelerated after a Truist analyst downgraded the stock from a buy to a hold on concerns of weak demand.

Just don't jump to sweeping conclusions

Now what? Obviously, market-defying sell-offs are alarming. They are also warning signs of bigger potential problems ahead. Don't take these warnings lightly.

Not all extreme pullbacks are red flags, however. Sometimes they're opportunities to step into compelling stocks at a discount. Indeed, whereas Comcast is currently surrounded by too many questions to merit owning at this time, every other stock on this list at least has a shot at dishing out longer-term upside from their present prices.

Just bear in mind that there may still be some lingering bearish volatility left to wring out.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post These were the 5 worst-performing stocks in the Nasdaq-100 in January 2025 appeared first on The Motley Fool Australia.

In morning trade, the ASX tech stock is down more than 6% to $3.37.

Why is this ASX tech stock sinking?

Investors have been selling the semiconductor company's shares following the release of some big news.

As a reminder, Weebit Nano is a developer and licensor of advanced memory technologies for the global semiconductor industry.

The company's key offering is its Resistive RAM (ReRAM), which aims to address the growing need for significantly higher performance and lower power memory solutions in a range of new electronic products. This includes Internet of Things (IoT) devices, smartphones, robotics, autonomous vehicles, 5G communications and artificial intelligence.

What's the big news?

This morning, the ASX tech stock announced that it has licensed its ReRAM technology to tier-one semiconductor supplier, ON Semiconductor Corp (NASDAQ: ON) (onsemi).

While this would ordinarily be seen as a huge positive, it seems that Weebit Nano is suffering from the classic "buy the rumour, sell the facts" trading strategy. After all, prior to today, its shares were up almost 25% in the space of a month.

According to the release, under the terms of the agreement, Weebit ReRAM intellectual property (IP) will be integrated into onsemi's Treo platform to provide embedded non-volatile memory (NVM).

It notes that Weebit ReRAM integration into a Bipolar CMOS, DMOS (BCD) process provides a low-power, cost-effective NVM that has proven excellent retention at high temperatures.

As part of the engagement, the ASX tech stock is required to meet several technical milestones based on an agreed work plan. Weebit Nano will receive manufacturing license fees, non-recurring engineering fees (NRE), and royalties based on production volumes.

What's the deal worth?

Weebit Nano concedes that it cannot put a dollar figure on the value of the deal due to a range of variables. It also warned that termination is possible for onsemi if certain technical milestones are not achieved.

Nevertheless, the ASX tech stock views this commercial agreement as strategically important given onsemi's position in the US semiconductor industry. It also highlights "the commercial validation it provides for Weebit's ReRAM technology when a company of this stature commits to Weebit's technology, with the associated investment in preparing its own systems for production."

And if all goes to plan, the "royalties are expected to be material over time depending on the number of products that onsemi decides to produce using Weebit's technology."

Commenting on the deal, Weebit Nano's CEO, Coby Hanoch, said:

We are delighted to announce Weebit's latest commercial agreement with onsemi, one of the world's top semiconductor integrated device manufacturers.

This agreement is further industry recognition that ReRAM is the non-volatile memory solution best positioned to replace traditional flash storage, with Weebit being a leading independent provider of ReRAM.

The post Guess which ASX tech stock is sinking 6% despite some very big news appeared first on The Motley Fool Australia.