Iran war news, Fed rate decision, FOMC dot-plot, Powell news conference will be in focus this week.
Nvidia is a buy as its annual GTC conference kicks off.
Lululemon faces a reckoning with weak earnings and deepening boardroom drama.
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U.S. stocks ended lower on Friday, while oil prices extended their gains to above $100 per barrel as investors awaited further developments in the Iran war.
Source: Investing.com
All the major indexes posted steep weekly declines, with the 30-stock falling 2%, the dropping 1.6%, while the tech-heavy lost 1.3%, and the small-cap shed 1.8%.
The coming week will once again revolve around developments in the Middle East and oil prices as the conflict between the U.S., Israel and Iran shows no signs of diminishing. Late Friday, the U.S. attacked military targets on Kharg Island, a key Iranian oil export hub.
Besides geopolitical worries, the next Fed FOMC meeting concludes on Wednesday. The U.S. central bank is widely expected to hold interest rates steady for a second straight meeting. Along with its policy update, the FOMC will release new dot-plot projections for interest rates, unemployment and inflation. Post-meeting comments by Fed Chair Jerome Powell, whose term ends in May, could also move markets.
Source: Investing.com
Other noteworthy economic readings in the week ahead include February’s Producer Price Index report Wednesday and new homes sales data Thursday.
And while the earnings season is all but over, a few notable companies will report in the coming week. These include FedEx, Micron, , Dollar Tree, Macy’s, Five Below, Alibaba, and Tencent.
Regardless of which direction the market goes, below I highlight one stock likely to be in demand and another which could see fresh downside. Remember though, my timeframe is just for the week ahead, Monday, March 16 – March 20.
Stock to Buy: Nvidia
’s GTC 2026, running from Monday to Thursday in San Jose, California, is set to be a pivotal event for the company and the broader AI industry. CEO Jensen Huang’s keynote speech will likely set the tone, with announcements focused on next-generation AI hardware, agentic AI models, software advancements, and strategic partnerships.
Nvidia’s GTC events have historically been a positive catalyst for the company’s stock performance, with shares outpacing the Philadelphia Semiconductor Index in the week around GTC over the past five years.
With AI demand still accelerating across industries, strong announcements at GTC could reaffirm Nvidia’s growth trajectory and justify its premium valuation. Investors should watch for partnerships with major tech firms, performance benchmarks for new chips, and guidance updates during the conference.
There’s also buzz around a potential debut of NemoClaw, an open-source platform for building AI agents, aligning with Nvidia’s push into


