Is the chip sector having a meltdown? By this measure, it's mostly just Nvidia.
Portfolio Pulse from
The chip sector has experienced a significant decline in market capitalization, primarily driven by Nvidia, which accounts for about 75% of the sector's losses following the DeepSeek news. Broadcom and Marvell have also been affected, but to a lesser extent.
March 08, 2025 | 3:00 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Broadcom shares have been negatively impacted recently, but the effect is less severe compared to Nvidia.
While Broadcom has been affected by the sector's downturn, its impact is less pronounced than Nvidia's, suggesting a moderate negative effect on its stock price.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEGATIVE IMPACT
Marvell shares have also been affected by the recent downturn in the chip sector, though not as significantly as Nvidia.
Marvell's stock is experiencing a decline due to the sector's overall downturn, but the impact is less severe compared to Nvidia.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEGATIVE IMPACT
Nvidia is the primary contributor to the recent decline in the chip sector's market cap, responsible for about 75% of the losses following the DeepSeek news.
Nvidia's significant contribution to the sector's losses indicates a strong negative impact on its stock price in the short term.
CONFIDENCE 100
IMPORTANCE 100
RELEVANCE 100