Happy Thursday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟥 | US stocks fell sharply again today, with the S&P 500 officially closing in correction territory, as President Trump refused to back down from his escalating trade war.

• 📈 | One Notable Gainer: Intel $INTC ( ▼ 2.44% ) shares soared after the struggling chipmaker appointed longtime Cadence Design Systems $CDNS ( ▲ 1.08% ) CEO Lip-Bu Tan as its new chief exec.

• 📉 | One Notable Decliner: Adobe's $ADBE ( ▼ 1.52% ) stock crashed and failed to auto-save after reporting lackluster AI growth.

Sponsored by BOXABL

The Future of Building Construction?

Housing and building construction are big issues today, in a trillion-dollar market with a shortage of homes, there is a real need for a solution. And we think BOXABL has the solution.

BOXABL has raised $170M since 2020 to make quality housing affordable for everyone. Their plan is scaling factory mass production. Join 40,000 investors, shares are $0.80 each and the minimum investment is just $1,000.

Disclosure: *This is a paid advertisement for Boxabl’s Regulation A offering. Please read the offering circular here. This is a message from Boxabl.

MARKET MOVERS

Disney, Airbnb, Dollar General

$DIS ( ▼ 1.3% ) / $ABNB ( ▼ 0.1% ) Disney, Airbnb Stocks Are Falling. Airlines’ Guidance Cuts Unnerve Investors. (Barron’s)

$DG ( ▲ 0.08% ) / $DLTR ( ▲ 0.67% ) Dollar General tops same-store sales expectations amid store optimization efforts (SeekingAlpha)

$PATH ( ▲ 0.19% ) UiPath Slumps as Soft Fiscal 2026 Guidance Triggers Sell-Off (YF)

$GIII ( ▲ 1.13% ) Why Is G-III Apparel Stock Shooting Higher Today? (Benzinga)

$IRBT ( ▼ 6.67% ) One-Time Amazon Takeover Target iRobot Warns Doubt on Future (Bloomberg)

OVERHEARD ON THE STREET

CNN: President Trump threatened a 200% tariff on European alcohol in response to the EU's retaliation against his steel and aluminum tariffs.

AP: US wholesale prices were unchanged in February, indicating easing inflation, though escalating trade wars could threaten this trend.

CNBC: Egg prices have sharply fallen in March, offering consumers relief as progress is made in ending the shortage.

WSJ: Trump family representatives have discussed acquiring a stake in embattled crypto exchange Binance's $BNB.X ( ▲ 1.94% ) US arm.

Fortune: Apple’s $AAPL ( ▲ 0.21% ) stock is on track for its worst week since the pandemic began in March 2020, thanks to these worsening headwinds.

TOMORROW’S TRADE IDEA, TODAY

Firm’s Footing

Goldman’s Guidance

Many investors are pretty concerned about the economy right now — and they’re not alone. In a recent research note, one of America’s foremost investment banks echoed their concerns.

Goldman Sachs $GS ( ▼ 0.18% ) lowered its year-end target for the S&P 500 by 300 points to 6,200. It added that the S&P 500 declined by a median 24% from peak to valley during recessions, signaling the bank believes a proper downturn is possible, if not imminent.

There’s a silver lining though. The firm also provided a list of “stable growth” stocks it thinks may weather a potential recession. Here are a few of the highlights.

Tech Toughness

The tech sector might not be synonymous with “stable growth” in most investors’ minds. But Goldman thinks Google-parent Alphabet $GOOGL ( ▲ 1.52% ) is one of the rare big tech blue-chips with the ability to grow steadily, even in a downturn.

Alphabet shares are down 14% YTD, but Goldman argues that could change if its earnings confirm its bullish trajectory. The firm currently projects Alphabet’s EPS and sales to each rise 11% this year.

Most analysts share this optimistic view. Their average price target of around $215 suggests around 32% upside from Alphabet’s closing price today.

Food Firmness

Beyond tech, Goldman sees stability in several food and drink giants: Domino’s Pizza $DPZ ( ▲ 0.47% ) and PepsiCo $PEP ( ▼ 0.24% ) .

The bank suggests that concerns like belated responses to competition and Health Secretary Robert Kennedy Jr’s assault on big food companies have been overblown. Both stocks have ticked up moderately in 2025, but Goldman believes the consumer staples could continue to grow at a time when other companies may shrink.

If the firm is onto something, investors might not need to look beyond these mainstays to find their footing.

Sponsored by Money Pickle

Is Your Portfolio Future-Proof?

You’re getting the best trade ideas—but what’s your plan after you cash in?

Without a smart wealth strategy, gains can disappear faster than they grow. That’s why we’ve made it simple to connect with a trusted, vetted advisor who can help you:

✅ Protect your profits from taxes and market swings
✅ Build long-term wealth without the guesswork
✅ Hit your financial goals faster with a tailored plan

It only takes 30 seconds to get matched—and your first call is completely free, with zero obligation.

Make sure your wins today fuel your future success.

ON OUR RADAR

CNBC: As US negotiators head to Moscow, Russia is playing hardball on a potential Ukraine ceasefire deal.

AP: The IRS replaced acting chief counsel William Paul with Andrew De Mello, a lawyer supportive of Elon Musk's DOGE.

Bloomberg: Harvard, Yale, and Columbia have adjusted their stance on funding after facing financial pressure from the White House.

CNN: A federal judge has ordered six agencies to reinstate thousands of fired probationary employees following DOGE cuts.

WSJ: Hims & Hers’ $HIMS ( ▲ 2.0% ) hair-loss drug finasteride appears to have serious undisclosed side effects, such as sexual dysfunction and depression.

WEDNESDAY’S POLL RESULTS

Are you bullish or bearish on Talen Energy (TLN) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨⬜⬜⬜ 🐻 Bearish

And, in response, you said:

• 🐻 Bearish — “Too much work needed to raise energy in the nuclear sector for AI. All the money to develop AI will be gone before they can even consider the energy powerhouses for it.”

This message is a paid advertisement for Boxabl Inc. The Street Sheet (SS) receives a flat fee from Ad Astra Media totaling up to $5,250. Other than the compensation received for this advertisement sent to subscribers, The Street Sheet and its principals are not affiliated with Boxabl Inc. This advertisement is sponsored by a third-party Reg A crowdfunding issuer and is for informational purposes only. The Street Sheet does not endorse or recommend any specific offering, and this advertisement should not be construed as a recommendation to invest. Investing in securities, including those offered through Reg A crowdfunding, involves risk, including the potential loss of principal. These investments are speculative, illiquid, and may involve a higher degree of risk compared to more traditional investments. The Street Sheet has not verified the information provided by the advertiser, and we encourage readers to conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making any investment decision. By engaging with this advertisement, you acknowledge that The Street Sheet and its affiliates are not responsible for any decisions or actions taken based on the information provided in this advertisement. All investments carry risks, and past performance is not indicative of future results. Readers should carefully review all information provided by the issuer, including the offering circular and any other available materials, prior to investing. The Street Sheet may receive compensation from the advertiser for promoting this offering. The Street Sheet and its principals do not own any of the stocks or shares mentioned in this email or in the article that this email links to. The Street Sheet is a research service not owned or managed by registered brokers and therefore this site does not make any investment recommendations. The information provided in this newsletter is not guaranteed as to its accuracy or completeness. Each user of SS chooses to do trades at their sole discretion and risk. SS is not responsible for gains/losses that may result in the trading of these securities. This newsletter includes paid advertisements. The source of all third-party content in which SS receives some sort of compensation is clearly and prominently identified herein as "ad", "Sponsored", or “Together With”. Although we have sent you these advertisements, SS does not specifically endorse any third-party product nor is it responsible for the content, the accuracy, or the completeness of the advertisement or the experience with the third-party advertiser. Furthermore, we make no guarantee or warranty about what is in the advertisement. All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. This communication from The Street Sheet is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security and is not an offer or sale of a security. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision. Any third-party views reflected herein do not reflect the opinion of The Street Sheet. All investments involve risk and the past performance of a security does not guarantee future results or returns. There is always the potential for financial loss when investing in securities or other financial products. The information contained in this newsletter is subject to change without notice, and we do not undertake any obligation to update it. Readers are encouraged to conduct their own research and due diligence and seek advice from licensed professionals regarding their specific financial needs and circumstances. By reading this newsletter, you agree to hold us harmless from any and all losses, liabilities, costs, or expenses arising from your use or reliance on the information provided. There is no warranty as to the accuracy or completeness of the factual matters included in any advertisement or sponsored content in the newsletter. You have not performed any research on any entity, or its business, that advertises or submits any sponsored content. The Street Sheet is reader-supported. When you buy through links on our site, we may earn a commission.