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Is the chip sector having a meltdown? By this measure, it’s mostly just Nvidia.

Broadcom and Marvell shares have been hit recently. But Nvidia alone is responsible for about three quarters of the chip sector’s lost market cap in the weeks since the DeepSeek news.
MarketWatch - 22h
The US Army Is Using ‘CamoGPT’ to Purge DEI From Training Materials

Developed to boost productivity and operational readiness, the AI is now being used to “review” diversity, equity, inclusion, and accessibility policies to align them with President Trump’s orders.
Wired - 2d
DOGE Has Deployed Its GSAi Custom Chatbot for 1,500 Federal Workers

Elon Musk’s DOGE team is automating tasks as it continues its purge of the federal workforce.
Wired - 1d

Is the chip sector having a meltdown? By this measure, it’s mostly just Nvidia.