• PCE inflation knowledge, Fed audio system, extra earnings will likely be in focus this week.
• Nvidia’s strong efficiency within the burgeoning AI house and powerful steerage place it as a transparent purchase.
• Lowe’s’ struggles with near-term profitability and market headwinds counsel that its inventory could also be greatest averted for now.
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U.S. shares tumbled on Friday to undergo their worst week of 2025 as a adverse combine of reports associated to tariffs, inflation and the financial system fearful merchants.
For the week, the fell about 1.7%, whereas the and tech-heavy each misplaced 2.5%.
Supply: Investing.com
The week forward is anticipated to be one other busy one as traders proceed to evaluate the outlook for the financial system, inflation, rates of interest and company earnings.
Most essential on the financial calendar will likely be Friday’s core PCE value index, which is the Fed’s favourite inflation gauge. That will likely be accompanied by a heavy slate of Fed audio system, together with district governors Tom Barkin, Raphael Bostic, Patrick Harker, and Michelle Bowman all set to make public appearances.
Supply: Investing.com
Elsewhere, in company earnings, Nvidia (NASDAQ:)’s outcomes would be the key replace of the week because the This autumn reporting season quiets down. Different notable names lined as much as report earnings embrace Salesforce (NYSE:), Snowflake (NYSE:), C3.AI (NYSE:), Tempus AI (NASDAQ:), Dell Applied sciences (NYSE:), Residence Depot (NYSE:), Lowe’s Firms (NYSE:), TJX Firms (NYSE:), Macy’s (NYSE:), and Hims Hers Well being (NYSE:).
No matter which route the market goes, under I spotlight one inventory prone to be in demand and one other which may see recent draw back. Keep in mind although, my timeframe is only for the week forward, Monday, February 24 – Friday, February 28.
Inventory to Purchase: Nvidia
Nvidia stands out as a compelling purchase this week, because the undisputed chief in synthetic intelligence (AI) semiconductors is poised to ship one other blockbuster earnings report after Wednesday’s market shut at 4:20PM ET. A name with CEO Jensen Huang is ready for five:00PM ET.
Market members count on a large swing in NVDA shares following the print, as per the choices market, with a attainable implied transfer of 9.2% in both route. Analyst sentiment is overwhelmingly bullish, as evidenced by 33 upward earnings revisions prior to now 90 days, in accordance with InvestingPro. 
Supply: InvestingPro
Wall Road sees Nvidia incomes $0.85 per share, rising 67% from EPS of $0.51 within the year-ago interval. In the meantime, income is forecast to surge 72% yearly to $38.1 billion, underscoring the corporate’s unmatched dominance within the AI chip market.
A key focus would be the demand for Nvidia’s Blackwell processors, notably amongst hyperscale cloud computing suppliers, which continues to drive progress in its AI section.
Regardless of considerations that main prospects would possibly develop their very own AI chips and the emergence of China’s low-cost DeepSeek AI computing system, the latest announcement from DeepSeek relating to its newest AI product has really spurred demand for Nvidia’s H20 GPUs in China.
Trying forward, Nvidia is anticipated to information conservatively but reasonably above consensus, reinforcing confidence in its long-term progress trajectory.
Supply: Investing.com
NVDA inventory ended Friday’s session at $134.43, about 12% under its document excessive of $153.13 reached on January 7. At present ranges, Nvidia has a market cap of $3.31 trillion, making it the second most precious firm buying and selling on the U.S. inventory change after Apple (NASDAQ:). Shares are up 0.1% in 2025.
InvestingPro’s AI-powered quantitative mannequin charges Nvidia with a ‘GREAT’ Monetary Well being Rating of three.62, reflecting its strong operational efficiency and market management.
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Inventory to Promote: Lowe’s
In distinction, Lowe’s is ready for a difficult week forward as the house enchancment retailer prepares to launch its This autumn replace earlier than the market opens on Tuesday at 6:00 AM ET. In line with the choices market, merchants are pricing in a swing of 5.4% in both route for LOW inventory following the print.
Market expectations are muted, with Wall Road forecasting earnings of $1.84 per share—a modest 4% enhance from $1.77 per share within the prior 12 months—amid greater price pressures and declining working margins. Income is anticipated to say no by 1.7% yearly to roughly $18.3 billion, reflecting gentle shopper demand and operational challenges.
Given these headwinds, it’s anticipated that Lowe’s executives will ship a cautious outlook for the present quarter, doubtless dampening investor sentiment additional.
Supply: Investing.com
LOW inventory closed at $239.17 on Friday, the bottom stage since August 20, 2024. At its present valuation, the Mooresville, North Carolina-based firm has a market cap of $135 billion. Shares, that are buying and selling under their key shifting averages, are down 3.1% to start out the brand new 12 months.
It’s price mentioning that the present InvestingPro Honest Worth evaluation suggests the inventory could also be overvalued, with a -20.0% draw back from its present value to a calculated truthful worth of $191.30.
Moreover, Lowe’s maintains a below-average InvestingPro Monetary Well being Rating of two.4 out of 5.0, reflecting considerations about weak income efficiency and slowing progress prospects. 
Supply: InvestingPro
The second-largest U.S. house enchancment retailer has struggled with weakening shopper demand traits and an unsure basic outlook. Finances-conscious consumers are spending much less on do-it-yourself (DIY) tasks as households prioritize necessities over big-ticket tasks.
Margin pressures and rising provide chain prices compound the ache as aggressive promotions by rivals like Residence Depot are squeezing profitability.
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Disclosure: On the time of writing, I’m lengthy on the S&P 500, and the by way of the SPDR® S&P 500 ETF (SPY), and the Invesco QQQ Belief ETF (QQQ). I’m additionally lengthy on the Invesco Prime QQQ ETF (QBIG), Invesco S&P 500 Equal Weight ETF (RSP), and VanEck Vectors Semiconductor ETF (SMH).
I commonly rebalance my portfolio of particular person shares and ETFs primarily based on ongoing danger evaluation of each the macroeconomic atmosphere and corporations’ financials.
The views mentioned on this article are solely the opinion of the writer and shouldn’t be taken as funding recommendation.
Comply with Jesse Cohen on X/Twitter @JesseCohenInv for extra inventory market evaluation and perception.
