S&P 500 wipes out postelection gains, Nasdaq flirts with correction on tariff fears

• 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

• Three catalysts have driven S&P 500 corrections since 1964. Here’s what could spark one now.

  Piper Sandler’s Michael Kantrowitz has dug into big corrections since 1964 and finds they all need a catalyst. Here’s what he sees coming in 2025.
  
  MarketWatch - 5d

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

  AI stocks in general took a beating Monday, but some Nvidia-specific issues are also worrying investors.
  
  MarketWatch - 1d

• Berkshire Hathaway liquidates holdings in S&P 500 ETFs

  Disclosures indicate its holdings in SPY and VOO were dissolved in fourth quarter of 2024
  
  Financial Times - 5d

• Trump 'bump' disappears as the S&P 500 is now negative since the election

  The S&P 500 dropped below its pre-election levels on Tuesday, while small caps and energy stocks are performing even worse since Trump's victory.
  
  CNBC - 5h
• 

  Tariffs will wipe out all profits for Detroit's Big Three if they don't raise prices, estimates Barclays

  U.S. President Donald Trump’s recent levies could eradicate the profits of “Big Three” automakers General Motors, Ford and Stellantis, according to Barclays.
  
  NBC News - 10h

• S&P 500 and Dow slide in worst day of 2025 amid economic worries

  Stocks fell sharply after reports signaled concerns that President Trump's policies could be impacting the U.S. economy.
  
  CBS News - Feb. 21

• It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio.

  The number of individual stocks outperforming the S&P 500 has exploded since the start of 2025 after a two-year stretch of unusually concentrated performance. That translates to a broader ...
  
  MarketWatch - Feb. 24

• This momentum-stock fund can lower your risk. It has outperformed the S&P 500.

  It might surprise you that a strategy focused on the best recent performers can limit downside risk and ride high during bull markets.
  
  MarketWatch - Feb. 25

More from MarketWatch

• Investors worried about Trump can cut their risk by buying this ‘forgotten’ group of stocks

  You can diversify away from the S&P 500 to reduce risk, based on stocks’ prices to expected earnings and on expected earnings growth rates — at the same time.
  
  MarketWatch - 1h

• CrowdStrike sees more costs ahead in the aftermath of last summer’s outage

  CrowdStrike’s stock is falling in the wake of a larger-than-expected loss and disappointing profit guidance.
  
  MarketWatch - 1h

• Ross Stores warns of ‘heightened volatility,’ but says it’s too early to gauge impact of this Trump policy

  Shares of Ross Stores Inc. fell after hours on Tuesday after the discount retailer forecast the possibility of weaker same-store sales this year, following slowing trends over recent weeks as harsh ...
  
  MarketWatch - 1h

• As Trump prepares for his speech to Congress, a look at his economic promises and where they stand

  As President Donald Trump prepares to give his first big speech to Congress tonight since starting his second term, here’s a look at the status of his key economic moves.
  
  MarketWatch - 1h

• Microsoft’s stock is at its lowest level in over a year. Why the selloff may be overdone.

  Microsoft shares have fallen recently along with other once-hot technology stocks in an unraveling of the artificial-intelligence trade — but Evercore ISI analysts aren’t sure that Microsoft ...
  
  MarketWatch - 2h

More in Business

• Watch live: Trump addresses joint session of Congress as tariffs, DOGE and Ukraine fuel uncertainty

  Democrats have invited as guests people who lost their federal government jobs in an effort overseen by Elon Musk and his DOGE team.
  
  CNBC - 18m
• 

  BlackRock to buy Panama Canal ports after pressure from Trump

  Deal worth $22.8bn involves sale of bulk of those owned by Hong Kong-based conglomerate CK Hutchison
  
  Financial Times - 47m

• China targets 'around 5%' GDP growth in 2025 and lays out stimulus measures as trade worries mount

  China on Wednesday set its GDP growth target for 2025 at "around 5%" as it starts its annual parliamentary meeting amid escalating trade tensions with the U.S.
  
  CNBC - 1h

• Investors worried about Trump can cut their risk by buying this ‘forgotten’ group of stocks

  You can diversify away from the S&P 500 to reduce risk, based on stocks’ prices to expected earnings and on expected earnings growth rates — at the same time.
  
  MarketWatch - 1h

• CrowdStrike sees more costs ahead in the aftermath of last summer’s outage

  CrowdStrike’s stock is falling in the wake of a larger-than-expected loss and disappointing profit guidance.
  
  MarketWatch - 1h