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 ( ▼ 6.7% ) shares soared after the struggling chipmaker appointed longtime Cadence Design Systems $CDNS ( ▲ 2.79% ) CEO Lip-Bu Tan as its new chief exec.

• 📉 | One Notable Decliner: Adobe's $ADBE ( ▲ 1.89% ) stock crashed and failed to auto-save after reporting lackluster AI growth.

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MARKET MOVERS

Disney, Airbnb, Dollar General

$DIS ( ▲ 0.3% ) / $ABNB ( ▲ 0.66% ) Disney, Airbnb Stocks Are Falling. Airlines’ Guidance Cuts Unnerve Investors. (Barron’s)

$DG ( ▼ 0.27% ) / $DLTR ( ▼ 0.81% ) Dollar General tops same-store sales expectations amid store optimization efforts (SeekingAlpha)

$PATH ( ▲ 2.39% ) UiPath Slumps as Soft Fiscal 2026 Guidance Triggers Sell-Off (YF)

$GIII ( ▲ 1.41% ) Why Is G-III Apparel Stock Shooting Higher Today? (Benzinga)

$IRBT ( ▼ 0.82% ) 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 ( ▲ 0.98% ) US arm.

Fortune: Apple’s $AAPL ( ▲ 0.44% ) 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 ( ▼ 0.09% ) 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 ( ▲ 1.68% ) 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 ( ▼ 0.08% ) and PepsiCo $PEP ( ▼ 1.43% ) .

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.

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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 ( ▼ 0.18% ) 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.”

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