1. AI & Tech Under Pressure A sobering MIT report shows only 5% of generative AI pilots achieved rapid revenue growth a stark reminder of the hype surrounding AI investing. This triggered renewed selling in high‑fliers like Nvidia and Palantir, as investors recalibrate valuations.
2. Tech Sell-Off Continues Wall Street endured fresh declines as Nvidia and Palantir tumbled further amid growing concern of overvaluation in AI and tech sectors, extending earlier losses.
3. Retail & Housing Bright Spots Retailers TJX and Lowe’s bucked the trend: TJX rose after beating earnings and raising guidance, while Lowe’s gained on its earnings beat and an $8.8 billion acquisition of Foundation Building Materials.
4. Semiconductors Showing Strength? Some optimism emerges industrial and analog semiconductor demand appears to be picking up, though uncertainty persists over whether this is genuine or driven by pre‑tariff stockpiling.
5. Analyst Spotlight: AI-Related & Specialty Stocks TipRanks flags Navios Maritime Partners ( $Navios Maritime Partners LP(NMM)$ ), Delta Air Lines ( $Delta Air Lines(DAL)$ ), and Sunlands Online Education ($STG) as AI‑analyst picks to watch today.
Separately, Zacks highlights weakness in chemical specialty stocks, calling out sluggish demand in Europe and China.
Stocks to Watch (Aug 20, 2025)
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$NVIDIA(NVDA)$ (Nvidia) - Look for short-term caution; tech sell-off continues but earnings, AI adoption, or chip demand surprises could quickly flip sentiment.
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$Palantir Technologies Inc.(PLTR)$ (Palantir) - Bearish momentum remains strong amid valuation concerns; position for downside risk.
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$Lowe's(LOW)$ (Lowe’s) - A long setup with acquisition news and revised outlook offering near-term upside.
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$TJX Companies(TJX)$ (TJX Companies) - Long opportunity on back of strong earnings and raised profit forecast.
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AI-linked plays - Analyst attention signals possible speculative or thematic moves; high risk/reward setups.
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Chemical specialties - Likely under pressure today amid sector-wide soft demand trends.
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