Chip stocks, particularly Nvidia (NVDA), continue to see losses, driven by tariff uncertainty, artificial intelligence (AI) spending concerns, and broader economic growth questions. Threadneedle Ventures founder Ann Berry joins Catalysts host Madison Mills to discuss how DeepSeek technology has challenged cost assumptions for AI models, forcing a market reassessment. While Nvidia CEO Jensen Huang highlights growth potential in robotics and automation, investors remain uncertain, with other sectors like defense gaining more attention amid market shifts. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch