Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.

• 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.
  
  MarketWatch - 4d

• Microsoft has been the worst Big Tech stock lately. Here’s why it may become the best.

  Microsoft is getting more disciplined on AI spending and is better positioned than rivals for a consumer-spending slowdown, according to one analyst.
  
  MarketWatch - 3d

• 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 - 6d

• 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 - Mar. 10
• 

  Nvidia’s GTC keynote will emphasize AI over gaming

  Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.
  
  VentureBeat - 3d
• 

  Nvidia has teamed up with Utah to improve AI education and workforce training

  Nvidia has teamed up with the state of Utah on an AI education initiative to improve workforce training and economic growth.
  
  VentureBeat - 6d

• Toast, Shift4 lead drop in fintechs as investors exit stocks tied to consumer spending

  Fintech stocks are under pressure as investors worry about companies heavily reliant on consumer spending.
  
  CNBC - 3d

• Apple and Nvidia led Monday’s $750 billion tech wreck. How to play the aftermath.

  Trump’s policy moves are causing angst. But one analyst says the broader AI thesis is still intact, and he names Tesla and Microsoft among big potential winners.
  
  MarketWatch - 6d

• Nvidia’s stock nears a ‘death cross.’ Should investors be worried?

  The last two bearish crossovers led to further sharp selloffs, but there are some differences in the stock’s chart this time.
  
  MarketWatch - 1h

More from MarketWatch

• Lululemon ‘surging higher than other brands’ on TikTok: analyst

  Lululemon is gaining traction from introducing more new products and a favorable comparison to a softer performance last year, a Truist analyst notes.
  
  MarketWatch - 25m

• U.K. moves to ban former hedge-fund star Crispin Odey

  The Financial Conduct Authority is looking to fine and ban Crispin Odey, alleging he “repeatedly” tried to frustrate investigations into his behavior.
  
  MarketWatch - 38m

• Tesla sales have ‘significantly underperformed’ in all key regions, analyst says

  Mizuho lowers its price target by 16.5% to reflect all of the EV maker’s current woes.
  
  MarketWatch - 44m

• Europe’s boosting defense spending. One company just lost all of its stock-market gains this year.

  QinetiQ shares lost all their gains this year after a profit warning.
  
  MarketWatch - 46m

• This sector may be the ‘accidental beneficiary’ of a U.S. growth scare, says JPMorgan

  Emerging markets may be helped by a weaker dollar and lower U.S. interest rates
  
  MarketWatch - 55m

More in Business

• Treasury Secretary Bessent says White House is heading off a 'guaranteed' financial crisis

  Bessent believes market pullbacks are benign, and Trump's pro-business policies will boost the economy in the long run.
  
  CNBC - 9m

• U.S. and global economic outlooks cut by OECD as Trump's trade tariffs weigh on growth

  "A series of recently announced trade policy measures will have implications for the economic outlook if sustained," the OECD said.
  
  CNBC - 16m

• Klarna, nearing IPO, plucks lucrative Walmart fintech partnership from rival Affirm

  The deal with Walmart heightens the rivalry between Affirm and Klarna, two of the world's biggest BNPL players, just as Klarna is set to go public.
  
  CNBC - 20m

• Lululemon ‘surging higher than other brands’ on TikTok: analyst

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  MarketWatch - 25m
• 

  Rippling Sues Deel, a Software Rival, Over Corporate Spying

  A lawsuit by Rippling accuses a top competitor, Deel, of placing a mole in its ranks — which it uncovered via a “honeypot” trap on Slack.
  
  The New York Times - 31m