Stocks To Watch in March—And What to Watch For | Global News Avenue

As the momentum of AI rally weakens and Wall Street is growing, stocks are getting bigger and bigger in the growing economic outlook.

The S&P 500 fell 1.4% last month, giving back most of its January earnings, while the technology-heavy Nasdaq fell 4% to its worst month since April as investors sold their favorite AI stocks last year.

The fourth quarter revenue season will drop completely in March, which has put Wall Street in much less attention, from the torrent of economic data this month and possibly Washington’s headlines. Below, we look at stock investors who should pay attention to this month.

Nvidia

nvidia(NVDA) will host the annual GPU Technology Conference (GTC) between March 17 and 21, analysts call “Woodstock of AI” and CEO Jensen Huang will give a keynote address on PT at 10 a.m. on March 18.

“We have some really exciting things to share with you on GTC,” said CEO Jensen Huang. NVIDIA’s revenue call Wednesday. He promised to make the latest news on its new Blackwell Ultra chip, which is expected to be launched later this year, as well as its next-generation Vera Rubin Architecture.

Nvidia shares are under pressure throughout the year after Chatgpt’s November 2022 issue. company Losed nearly $600 billion Market value after launch in China DeepSeek An open source AI model was released that requires much fewer NVIDIA chips than comparable American models.

Some people on Wall Street believe that the sell-off is Purchase OpportunitiesDeepSeek’s efficiency may benefit Nvidia in the long run. Huang responded to these views on Wednesday, telling analysts that DeepSeek’s R1 “inspires global enthusiasm” and drives innovation in the inference model, Huang said, “this may require 100 times the calculation of each task compared to the inference sent by singles.”

NVIDIA shares rose 4% in February, but so far, down 7% in 2025.

Tesla

Tesla (TSLAStocks fell 28% as investors grew worried that CEO Elon Musk spent eliminating federal labor.

Musk has been deeply involved with President Donald Trump’s administration and becomes an informal leader of the Ministry of Efficiency against government spending. Although not a confirmed cabinet member in the Senate, he even held a press conference in the Oval Office and attended Trump’s first cabinet meeting.

Some investors expressed concern that Musk’s administration work would distract him and make Tesla a critical moment for electric car manufacturers. Musk said he was Aiming to launch a complete autonomous driving software and Internet car This year, it is the lofty goal of Musk’s ambition to make Tesla a leader in electric vehicles, and a leader in AI and autonomous vehicles.

Apart from potentially distracting him, Musk’s goalkeeper’s job risks hurt the Tesla brand. European registrations were sales agents in January, down 45% from the previous year, which could be linked to a public strikeback related to controversial support for Musk’s far-right politics on both sides of the Atlantic.

Investors will watch this month to see how Congressional Democrats, federal workers and courts go back to Doge, which puts Musk in consumption by Washington’s jobs.

Target

Target(TGT) will report three-month earnings within the three months before the market opens on March 4.

The report was released a few weeks later (WMT), the biggest competitor to target, frightened Wall Street Conservative year-round outlook. Walmart estimates net sales growth and operating income growth will slow this year. Its revenue forecasts are not yet estimated by Wall Street.

Walmart’s report was released a week after data showed Americans were significant In their expenses After a strong holiday shopping season, January. These data, combined with the stubborn inflation and uncertainty of President Trump’s ever-changing tariff plans, have helped blind the economic outlook and put market participants on the edge.

Compared to Walmart or Costcocost), which makes its sales more sensitive to changes in consumer preferences and emotions. Its January results and near-term outlook may clarify or add color to Walmart’s mild forecast.

Target stocks fell 9% last month, bringing the stock down 8.1%.

Momentum inventory

Investors showed signs of soreness in AI trading last month, which dealt a major blow to the highest stocks on the market.

palantir(bacteria), Applovin(app) and stickiness (vst), the best performing stocks of the year were one of the worst performing stocks in the second half of February. Palantir shares received a 32% discount in mid-February. Appleovin’s all-time high in the last two weeks of the month fell 38%. Despite the highest earnings estimates at the end of the month, Vistra has lost one-third of its value since it scored a record in late January.

These stocks have more than tripled in value last year, and sometimes seem unstoppable. One day in November last year, Applovin soared nearly 50% over the course of the day Easily surpass earnings estimates. Palantir stock jumped over 20% in each of the two most Recent Income report.

Last month, optimism fueled AI rally as economic uncertainty and growth regulated AI leader Nvidia sparked. Investors will closely monitor these momentums and other momentum stocks to indicate signs of a low point or acceleration of the last month’s downturn.

Lenar

Homebuilder Lennar(Lun) It is planned to report quarterly results on March 12. Investors will pay special attention to executive comments about Trump’s trade protectionist trade policy.

Lennar will be the first major home builder to release results after Trump’s 25% tariff on Canadian and Mexico imports Effective on March 4. CoreLogic estimates Trump’s North American tariffs will increase housing construction costs by 4% to 6% within 12 months of implementation. Canadian timber, Chinese steel, Mexican and Canadian concrete, as well as electrical appliances are all imported, which may cost more under Trump tariffs.

Maybe ask the executive Potential costs Lennar earns tariffs on phone calls. They may also be asked if they want to implement Trump’s oath Mass deportation It has affected the availability of construction workers, which is disproportionate among immigration.

Lenar shares fell nearly 9% last month as investors were looking forward to another year of increased interest and mortgage rates.