The stock market looking for directions is likely to get one next week. Investors are about to respond to two potential major market development events in the coming week. NVIDIA will release its first earnings report since China’s DeepSeek shocked the prospects of AI companies in January. Last month’s personal consumption expenditure price data, the Fed’s preferred inflation measure, will help determine the short-term path to monetary policy. The sum of the two may shake the market that needs direction. Although the scope of development caused by trade and other federal policies around a range of developments started in 2025, the S&P 500 index on Friday was not lower than its 6,035th day from early December (6,032) or so far High in January (6,119). The market has not returned all of it this week on Tuesday and Wednesday. But the potential resilience has allowed many investors to be confident that stocks can climb a worry and reach new heights this year. Others are concerned that a market with price perfect has overlooked some obvious warning signs and is underdeserved. “It feels like we’re waiting to crack the market, not what makes the market higher,” said Jay Woods, chief global strategist at free capital markets. “We don’t do it now,” Woods said. Continue. “And, catalysts are going to sell a little, correct 5% to 10%, which seems to be more common than any catalyst to make this market higher and make people more delighted.” .SPX 6M Mountain S&P 500, indeed in six months During the time, Friday was not euphoric. The stock market continued for a week, with the Dow Jones Industrial Average and Nasdaq Composites lowering and the S&P 500 earnings were small. NVIDIA and old guard investors will rely on NVIDIA next week to revive an AI deal that wasn’t 2023 and 2024 when it single-handedly brought the market to its shoulders. NVIDIA shares soared more than 170% in 2024 and reached 200% in 2023, with shares rising only 4% so far this year, accounting for the majority of the S&P 500 bulls lasted for the past two years. The other magnificent seven stocks are not in the past either. Where once a large large-scale level rises, they have now fallen into two camps. Tesla has dropped by about 13% this year, while Apple, Letters and Microsoft are also lower. The Meta platform is the only real winner, up about 20%, while Amazon earns little. Instead, investors rely on a range of new market leaders this year, such as energy, healthcare and financial stocks, while consumer discretion companies are particularly the worst performing industries. In fact, whenever the S&P 500 hits a new high in 2025, it does this without any significant help from the MAG 7 company. On Friday, Barclays’ Venu Krishna wanted to know whether financial services, rather than technology, were the “main drivers” of forward earnings estimates. As a result, many investors are waiting for signs of life in technology stocks because of their main weight in the S&P 500, their holdings of Srntiment, and their power, which can decisively shift the market in one direction or the other. As Adam Kobeissi, editor-in-chief of Kobeissi, said: “Without technology, you will not see any market in any market.” Woods said: “We just need to see some of these technologies.” The name can capture their position again because they are lagging behind. ” “To me, that’s why Nvidia is so important. Because if it could burst to new highs – to 150, it’s now 137, 138, For me, this could lead to the other leg higher. “Which if we see the weakness there, if we hear any concerns about the phone calls Walmart heard on Thursday, Then this market could put another leg higher in the next quarter. “Even if NVIDIA beats expectations for this quarter, traders need CEO Jensen Huang assurance that chip makers can indeed lead to earlier this year There are some concerns raised by DeepSeek and any tariff uncertainty. Deutsche Bank, a rare investment bank, stayed off the market on Thursday, reaffirming its holdings rating on the stock and sticking to its $140 target target for the stock’s current price. On average, Wall Street analysts expect stocks to climb to $172 in the coming year, more than 20% from NVIDIA’s stock closed on Thursday. PCE investors will also check if the market will ignore another warm inflation report, and if January’s personal consumption expenditure index is surprising, so will January’s consumer price index and producer price index. The bet is higher now. Next week’s PCE data will be the last time the Fed will look at its preferred inflation scale before its March 18-19 meeting and can help determine the market price of interest rates. These situations have been volatile, with one to two quarter-point cuts evenly splitting this year, according to CME Group FedWatch data. Economists expect inflation to ease last month. According to FACTSET, the PCE price index is expected to rise 2.5% in January, below 2.6%. The core PCE that deviates from volatile food and energy prices will drop from 2.8% to 2.6% per year. Online numbers can help markets tear apart, which theoretically leads to market sales, while more and more numbers can lead to market sales – especially with increased concerns about the potential inflationary impact of higher tariffs. Anyway, what investors may be aware of next week is the market reaction itself. On Thursday, BTIG’s Jonathan Krinsky said he would maintain a “false breakthrough” of more than 6,100 in the S&P 500, a move that could increase the risk of a deeper pullback in March. On Friday, the broader index has no danger of violating that level. “If we have some negative emotions from NVIDIA and PCE is hot, then we might sell a little bit,” Woods said. “As we end the income season, we might sell, and we focus on economic data,” he said. and the Fed move forward.” Always the calendar of the previous week. Monday, February 24, 8:30 a.m. Chicago Fed National Activity Index (January) 10:30 a.m. Dallas Fed Index (February) Revenue: Public Storage, Diamond Energy, Domino Pizza, February 25 Tuesday, Sunday, 9:00 am FHFA Home Price Index (December) 9:00 am S&P/CASE-SHILLER Comp.20 HPI M/M (December) 10:00 am Consumer Confidence (February) 10:00 am Point, Richmond Fed Index (February) Revenue: Additional Space Storage, Weekdays, Axon Enterprise, First Solar, Caesar, Caesar Entertainment, Public Services Consortium, Keurig Dr Peper, Home Depot, February 26, Wednesday, 8am, the building allows final (10am on January 10th) new home sales (January) earnings: NVIDIA, eBay, Salesforce, Salesforce, Universal Health Services, Paramount Global, Paramount Global, Invitation House , TJX Company, Lowe Company, Thursday, February 27, 8:30 am, Continued Unemployment Claims (02/15) 8:30 AM Durable Order Preliminary (January) 8:30 AM GDP GDP Second Preliminary (Q4 ) 8:30 am AM Initial Claim (02/22) 10 am To be Determined Home Sales Index (January) 10 am To be Determined Home Sales (January) Kansas City Federal Reserve Manufacturing Index (February) Earnings: HP, Dell Technologies, Netapp, Autodesk, Autodesk, Warner Bros. Co., Norwegian Cruise Company, Hormel Foods, Friday, February 28, 8:30 AM AM Core PCE Deflator (January) 8:30 AM Personal Consumption Expenditure (January) 8:30 AM Personal Income (January) 8:30 AM AM Wholesale List Preliminary (January) 9:45 AM Chicago PMI (February)
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