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

• 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 - Mar. 11

• Fintech stocks plummet as Wall Street worries about consumer spending, credit

  Fintech stocks were some of the biggest decliners on Monday as the Nasdaq suffered its steepest drop since 2022.
  
  CNBC - Mar. 10
• 

  US stocks rebound as government shutdown fears recede

  Wall Street ending bruising week on front foot, but worries about economic impact of tariffs linger
  
  Financial Times - 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 - 5d

• Top Wall Street analysts are bullish on these dividend stocks

  TipRanks' analyst ranking service highlights three dividend-paying stocks, including Coterra Energy and Walmart.
  
  CNBC - Mar. 9

• Wall Street begins to cut S&P 500 targets as tariff worries rock the stock market. Should investors be concerned?

  Only a few months into 2025, the sharp decline of the U.S. stock market has prompted some of Wall Street’s top forecasters to scale back their bullish predictions for the S&P 500.
  
  MarketWatch - 3d

• 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 - Mar. 11
• 

  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 - Mar. 11

• Nvidia’s stock falls after GTC. Here’s why Wall Street wasn’t so impressed.

  Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.
  
  MarketWatch - 8h

More from MarketWatch

• Investors are on edge about potential changes to the Fed’s balance sheet plan

  Financial markets are not just focused on what the Federal Reserve says about the future path of interest rates on Wednesday. The markets are also on alert for changes to the Fed’s ongoing runoff ...
  
  MarketWatch - 5h

• What happens to gift cards when a chain like Forever 21 or Joann closes stores? Here’s what shoppers can do.

  Fabrics giant Joann is closing, and the store has stopped taking gift cards — upsetting many customers. Here’s what shoppers should know.
  
  MarketWatch - 7h

• Tesla’s stock gets its lowest price target from a bull. It still implies 39% upside.

  RBC Capital Markets cut Tesla’s expected price mark to $320 from $440 on lower projections for robotaxi and self-driving software.
  
  MarketWatch - 7h

• Trump’s reciprocal tariffs could bring stagflation — and deflate his support

  Trump campaigned on bringing prices down. If tariffs spike inflation and slow U.S. growth, his popularity could suffer.
  
  MarketWatch - 7h

• Intel’s stock is on a 5-day hot streak — but it’s still below last month’s highs

  Despite excitement over Intel’s new CEO, shares are still below the company’s year-to-date highs — in February, when investors were expecting an imminent breakup.
  
  MarketWatch - 7h

More in Business

• 

  Erdoğan’s main rival detained by Turkish police

  Istanbul mayor Ekrem İmamoğlu was expected to be confirmed as main opposition challenger to president
  
  Financial Times - 39m

• How 3D-printing 'microfactories' can transform plastic waste into brand new products

  A new era of 3D-printing "microfactories" is helping to turn waste plastics into "highly competitive" products fit for use in the construction industry.
  
  CNBC - 41m

• Bank of England expected to keep rates on hold amid headwinds it can't fully predict or control

  The Bank of England is widely expected to hold interest rates when it meets on Thursday, as the U.K. faces economic headwinds both at home and abroad.
  
  CNBC - 42m

• China is tackling weak consumption with child care subsidies

  Among the top five priorities China has laid out for boosting consumption is child care subsidies.
  
  CNBC - 48m

• Bank of Japan keeps rates steady as Trump tariffs cast a shadow over economic outlook

  The BOJ's decision comes ahead of the Federal Reserve's policy meeting, where the U.S. central bank is expected to keep its benchmark interest rate steady.
  
  CNBC - 1h