Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.

Topics

Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?

Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.
MarketWatch - 2d
Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.

Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.
MarketWatch - 20h
Why a ‘good’ CPI report on Wednesday may not be enough to turn stock-market carnage around

Wednesday’s consumer-price index report is now in sharp focus with investors hoping more clarity on stagflation concerns could help stem the stock-market selloff.
MarketWatch - 7h
An Intel deal now seems less likely. These clues may hold the key to its future.

Investors appear to be now be discounting recent M&A speculation that Intel will split in two.
MarketWatch - 4d
Tesla’s stock may be bouncing, but this analyst explains why you should keep selling

One reason Tesla investors should sell into the stock’s recent bounce is because of all the “political noise” surrounding Chief Executive Elon Musk, one analyst says.
MarketWatch - 1h
March’s dizzying stock-market drop could be a buying opportunity — so long as this doesn’t happen

The speed with which stocks have slumped over the past few weeks has taken many by surprise. Just two-and-a-half months earlier, investors had been celebrating a second straight year of blockbuster ...
MarketWatch - 3h
S&P 500 gets closer to correction territory Tuesday as investors grapple with Trump tariff fears

The U.S. stock market is struggling with soured sentiment over President Donald Trump’s tariffs, with the S&P 500 attempting to rebound from a big slump that left it near correction territory.
MarketWatch - 22h
WATCH: Boy gets tricked into emotional dirt bike surprise

Case Stevens wanted a dirt bike for two years. His family got him a toy bike before wheeling in the real surprise behind his back.
ABC News - 15m
Wall Street loses hope in a ‘Trump put’ for markets

US president’s tolerance for tariff-induced stock falls may be higher than anticipated, say investors
Financial Times - 1d
Stocks Rise After Tumult, but Investors Remain Wary of Trade Tensions

Markets rose on better-than-expected inflation news, but uncertainty spurred by more rounds of tit-for-tat tariffs continued to weigh on investors.
The New York Times - 3h
Mainland Chinese investors snap up a record amount of Hong Kong stocks to play AI

Mainland Chinese investors are piling into the Hong Kong stock market at record volumes as its tech-heavy Hang Seng Index trades around three-year highs.
CNBC - 1d
Stock market falls sharply as investors fret Trump policies

Stocks continue to slide on Monday, following its worst week since September as president's protectionist policies darken economic view.
CBS News - 2d
Treasury yields fall as investors weigh the state of the U.S. economy

U.S. Treasury yields inched lower on Monday as investors await a busy week of key economic data, and consider the state of the U.S. economy.
CNBC - 2d
Stocks Pare Losses After Trump’s Moves and Comments Rattled Investors

Weeks of selling culminated on Monday with the S&P 500’s worst day of the year. Markets were somewhat calmer on Tuesday but investors continue to puzzle over President Trump’s policies.
The New York Times - 1d
Data shows inflation slowed in February as investors navigate uncertainty in stock markets

Consumer price index data for February shows inflation slowed for the first time since September. It comes as investors navigate uncertainty over President Trump's tariffs. CBS News' Kelly O'Grady ...
CBS News - 3h
Apple’s stock sees worst day since 2022. Here are 2 major worries for investors.

Investors are concerned about delayed AI features and the looming threat of tariffs.
MarketWatch - 1d
Global stocks sell-off pauses as investors catch their breath

Tumbling stock markets and rallying Treasury bonds steadied somewhat in Europe on Tuesday, as a modicum of calm returned to markets after the previous day’s dramatic moves.
NBC News - 1d
Nvidia GeForce RTX 5070 Founders Edition Review: Just OK

This compact 1080p graphics card may leave you wanting more.
Wired - 6d
Tariffs are causing stock-market panic and leading investors into riskier options trading

Less than two months into his second term, President Donald Trump is already making stock-market volatility great again. That’s been a boon for the options market.
MarketWatch - 23h
Trump Tariffs and Trade Wars Leave Investors, Once Optimistic, Feeling Apprehensive

On Tuesday, President Trump sent markets into another tailspin by announcing additional tariffs on Canada, suggesting a falling stock market is no longer the bulwark investors had hoped.
The New York Times - 1h
Wall Street Journal warns there could be a coming 'Trump recession'

The editorial board of the Wall Street Journal is predicting that a full blown economic recession could be coming after a rough day for investors on Monday. "Stock prices have been richly valued ...
The Hill - 1d
Intel’s stock is climbing. Here’s the latest hope for a rescue.

Reuters reports that TSMC has approached Nvidia, Broadcom and others about a joint venture that would run Intel’s factories. But that arrangement would face some roadblocks.
MarketWatch - 2h
Don’t expect Trump or Powell to bail out investors this time as stock market hits ‘danger zone’

After three weeks of unrelenting declines, U.S. stocks slid into the market’s “danger zone” on Monday.
MarketWatch - 1d
Short-term Treasury yields remain near mid-October lows as investors await CPI report and more tariff talks

Bond yields ended higher Tuesday as investors monitored the tariff front, awaited a key inflation report out Wednesday and stayed on guard about a slowing U.S. economy.
MarketWatch - 23h
It’s not about antisemitism: The real reason Trump is going after Columbia University

The Trump administration’s actions are part of a concerted assault on key institutions critical to the functioning of government and democracy.
The Hill - 4h
These 10 stocks beating the market’s recent Trump slump have this in common

This year’s top performer among the S&P 500 has been CVS Health’s stock, which had a bad 2024 and is cheap by a key valuation measure.
MarketWatch - 1d
China's consumer inflation turns negative for the first time in 13 months

The data comes as investors continue to look for signs that Beijing's stimulus measures can help to boost the country's struggling economic recovery.
CNBC - 3d
Wall Street stocks drop as investors fret over US economic slowdown

Tech shares hit as Tesla gives up all its post-election gains
Financial Times - 2d
Jim Cramer explains what Apple investors should do with the sinking stock

Shares dropped over 5% after Wall Street analysts revised down iPhone sales estimates.
CNBC - 2d
Inflation Data Test May Rock Unsteady Stock Market

The U.S. consumer price index report could generate concerns if inflation is still simmering.
Inc. - 2d
Why Kohl’s worst stock drop on record may have been excessive

New Kohl’s CEO Ashley Buchanan has a “meaningful” opportunity to drive improvements at the retailer, says analyst firm Jefferies.
MarketWatch - 5h
Stocks slide as Trump warns of US economy 'transition'

Investors are nervous about the possibility of a US recession, say experts.
BBC News - 2d
‘You want to become billionaires? List on NSE,’ says Ashish Chauhan, CEO of India’s National Stock Exchange

NSE's Chauhan says that retail and foreign institutional investors will look toward Indian stocks now that valuations are "back to near their 10-year average."
CNBC - 4h
U.S. stocks plunge as Americans worry about a recession | Special Report

Stocks in the U.S. cratered as investors fret about a potential recession and the changing tariffs that have evolved into a trade war with several nations. President Trump declined to refute the ...
CBS News - 1d
Latest news on stock markets plunging amid fears of a recession

U.S. stocks plummeted as fear among investors grows over the country's economic future. CBS News' Weijia Jiang reports from the White House, and Kelly O'Grady and Javier David have more on the ...
CBS News - 1d
Viking Therapeutics’ new contract is a game changer. Here’s how much money it could bring in.

Viking has found a manufacturing partner, removing a key overhang on the stock.
MarketWatch - 4h
Trump and the Fed Sound More Optimistic About the Economy Than Investors

Traders are selling stocks even as Jerome Powell and the White House convey confidence about markets.
Inc. - 2d
Monarch butterflies wintering in Mexico rebound this year

The number of monarch butterflies wintering in the mountains west of Mexico City, rebounded this year, doubling the area they covered in 2024 despite the stresses of climate change
ABC News - 5d
Stocks Drop as Recession Fears Surface

The S&P skidded 2.7 percent, amid investor fears that tit-for-tat tariffs could raise prices, slow the economy and sow uncertainty among businesses.
The New York Times - 1d

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Musk’s cuts fail to stop US federal spending hitting new record

Government spending rose to $603bn in February despite hyperactive efficiency drive, data shows
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Tesla bounces for second day after steepest drop since 2020

The electric vehicle company has shed more than 40% in market value since President Donald Trump took office.
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