Nvidia’s stock sinks, wiping out six months of gains as the AI trade unravels

• Three AI stocks to buy if you want to look past the Nvidia hardware build-out

  Nicole Kornitzer manages the Buffalo International Fund. She expects these companies to make their corporate clients more effective and efficient as they implement AI.
  
  MarketWatch - 9h

• Dow wipes out its gains since Trump’s inauguration as ‘stagflation’ fears return

  U.S. stocks ended the week on an ugly note Friday, posting their worst day of 2025 — and a run of soft economic data was getting much of the blame.
  
  MarketWatch - Feb. 21

• Nvidia’s stock has gone nowhere for months. What can give it a jolt?

  Nvidia reports earnings Wednesday. One analyst says investors are hungry for a reason to jump back in, while another is feeling more cautious.
  
  MarketWatch - Feb. 24

• Value investor Bill Nygren explains why Nvidia isn’t the best AI stock to own now

  Look at companies that use AI effectively — not AI hardware manufacturers — Oakmark Fund manager says.
  
  MarketWatch - 5d
• 

  Financially Frayed Joann Unravels and Will Close its Stores and Go Out of Business

  The fabric and crafts retailer filed for Chapter 11 bankruptcy last month, and will now fold up its operations.
  
  Inc. - 6d

• UnitedHealth now has to fight the government on another front. The stock is sinking.

  The stock is having its worst day in five years, even as the company denied any new Justice Department investigation and a Mizuho analyst recommended buying.
  
  MarketWatch - Feb. 21
• 

  US stocks fall as consumer confidence sinks most in four years

  Oil prices drop while government bonds climb on worries Donald Trump’s tariffs will hit economy
  
  Financial Times - 6d

• Popular momentum trades like Palantir and AppLovin are unraveling. Don’t expect them to bounce right back.

  Momentum stocks popular with the retail crowd continued to slide on Tuesday, adding to their woes from the past week.
  
  MarketWatch - 6d

• We're peeling back our position in this rallying stock and realizing a 35% gain

  It's prudent to lock in some gains and from time to time on this stock's way up because turnarounds are difficult
  
  CNBC - 3d

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• Why investors who fear a recession and the end of ‘American exceptionalism’ may be overreacting

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• Why bitcoin bulls aren’t happy about Trump’s plans for something they’ve long wanted: a crypto reserve

  A backlash over President Donald Trump’s plan to include three small and relatively risky tokens in an eagerly awaited U.S. strategic crypto reserve helped largely erase a rally for bitcoin and ...
  
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• AI cloud provider CoreWeave files for IPO

  CoreWeave, which counts on Microsoft for close to two-thirds of its revenue, is headed for the public market.
  
  CNBC - 16m
• 

  BYD pledges to work with rival Tesla to combat petrol cars

  China ‘more open’ to foreign business than the west, says executive vice-president Stella Li
  
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  The wealthy are spending, but many consumers are pulling back — and the stock market is fragile.
  
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• Nvidia's unofficial exports to China face scrutiny after arrest of silicon smugglers in Singapore

  Authorities in Singapore detained three people on charges of deliberately misrepresenting the final destination of U.S.-manufactured servers.
  
  CNBC - 50m

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  Increased European defense spending as the U.S. backs away from Ukraine could bolster the euro and the region’s stocks
  
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