• PCE inflation information, Fed audio system, extra earnings will probably be in focus this week.
• Nvidia’s sturdy efficiency within the burgeoning AI house and robust steerage place it as a transparent purchase.
• Lowe’s’s struggles with near-term profitability and market headwinds counsel that its inventory could also be greatest prevented for now.
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U.S. shares tumbled on Friday to undergo their worst week of 2025 as a detrimental combine of reports associated to tariffs, inflation and the financial system nervous 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 buyers proceed to evaluate the outlook for the financial system, inflation, rates of interest and company earnings.
Most necessary on the financial calendar will probably be Friday’s core PCE value index, which is the Fed’s favourite inflation gauge. That will probably 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 fall 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:), House 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, beneath 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 individuals anticipate a large swing in NVDA shares following the print, as per the choices market, with a doable 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 Avenue 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 clients 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 concerning 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% beneath its report 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 beneficial 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 sturdy 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 fall replace earlier than the market opens on Tuesday at 6:00 AM ET. In keeping 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 Avenue forecasting earnings of $1.84 per share—a modest 4% enhance from $1.77 per share within the prior yr—amid increased price pressures and declining working margins. Income is anticipated to say no by 1.7% yearly to roughly $18.3 billion, reflecting comfortable 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 degree 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 beneath their key transferring averages, are down 3.1% to begin the brand new yr.
It’s price mentioning that the present InvestingPro Truthful Worth evaluation suggests the inventory could also be overvalued, with a -20.0% draw back from its present value to a calculated honest 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 elementary outlook. Finances-conscious buyers are spending much less on do-it-yourself (DIY) initiatives as households prioritize necessities over big-ticket initiatives.
Margin pressures and rising provide chain prices compound the ache as aggressive promotions by rivals like House 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 High QQQ ETF (QBIG), Invesco S&P 500 Equal Weight ETF (RSP), and VanEck Vectors Semiconductor ETF (SMH).
I recurrently rebalance my portfolio of particular person shares and ETFs based mostly on ongoing threat evaluation of each the macroeconomic setting 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.
