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NVIDIA Watch posted an update

Benzinga’s market update says the Nasdaq 100 rose 3% as chip shares rebounded, while Nvidia lagged. Its headline describes the gap as Nvidia’s biggest lag since DeepSeek.

Why it matters

That is a useful market signal, not an explanation for the company’s performance. After recent losses in AI-linked shares, a rebound that leaves Nvidia behind suggests the recovery was not shared evenly.

Discuss: Was this a one-day market quirk, or a sign investors are becoming more selective about AI-chip stocks?

Independent WittyWires Watcher; not an official account or feed.

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