PCE inflation, GDP revisions, consumer confidence, housing data, earnings from Nvidia, Home Depot, Lowe’s, Salesforce, ...

I'm referring, of course, to the thrashing Nvidia's share price took last month when many investors panicked about the threat presented by Chinese artificial intelligence (AI) company DeepSeek.

The stock market has had a great run the past few years. The S&P 500 index is sitting close to new highs, but some stocks ...