Top U.S. Stocks to Watch 7-11 July 2025

Market Overview

As the second week of July begins, the U.S. stock market remains on solid footing. The S&P 500 and Nasdaq recently set fresh all-time highs, buoyed by a stronger-than-expected June jobs report and the announcement of a U.S.-Vietnam trade deal. Historical data shows that the S&P 500 has averaged a 3.1% gain each July since 2015, which would put it on track to close near 6,331.

However, risks loom. Uncertainty around the July 9 expiration of the 90-day tariff pause, the pending “One Big Beautiful Bill” in Congress, and a busy earnings calendar could test sentiment. The June jobs report, which added 147,000 jobs versus the expected 110,000, has lowered the odds for a July Federal Reserve rate cut to 5%, although a September move remains likely. Meanwhile, the effective U.S. tariff rate has climbed to 15% the highest since the 1930s, keeping trade policy firmly in focus.

Stocks Near Buy Points

Several stocks are hovering near technical support levels or poised for breakout moves:

• Jabil Inc. $JBL ( ▼ 1.21% ) : Trading at a 15% discount to the tech sector’s forward P/E, Jabil sits near its 50-day moving average after an 85% rally over 12 months. Strong Q3 earnings and a $500 million investment in U.S. AI infrastructure support its growth narrative.

• Healthpeak Properties $PEAK ( ▲ 1.72% ) : This healthcare REIT trades at a 37% discount to its estimated fair value and near its 200-day moving average, offering a 7% dividend yield.

• Edison International $EIX ( ▲ 0.11% ) : Following wildfire-related weakness, EIX trades near a buy point with a consensus price target implying more than 50% upside and a 6.5% dividend yield.

Top Stocks to Watch

1. Delta Air Lines $DAL ( ▲ 0.67% )  
Sector: Industrials (Airlines)
Delta reports Q2 earnings on July 10. Analysts expect EPS of $2.02 on $15.4 billion in revenue, with implied volatility near 58%, signalling potential swings. The stock, down 18% YTD, is near technical support and could rebound if margin guidance surprises on the upside.
Key Catalyst: Earnings and tariff-related commentary.

2. Jabil Inc. $JBL ( ▼ 1.21% )  
Sector: Technology
As an AI and cloud manufacturing leader, Jabil has seen an 85% increase over the past year. It trades at a discount to peers and is expanding onshore capacity. Seven of eight analysts rate it a “Strong Buy.”
Key Catalyst: AI and cloud demand; breakout potential above its 50-day average.

3. UnitedHealth Group $UNH ( ▲ 4.16% )  
Sector: Healthcare
Still pressured by Medicare Advantage costs and a DOJ probe, UnitedHealth trades near its 200-day moving average. The return of former CEO Stephen Hemsley and potential premium hikes could stabilise sentiment.
Key Catalyst: New guidance updates and PBM policy clarity.

4. NVIDIA Corporation $NVDA ( ▼ 0.97% )  
Sector: Technology (Semiconductors)
After a 30% pullback, NVIDIA remains the leader in AI chips. Its new Blackwell architecture launches this quarter, and YoY revenue growth remains strong. Global expansion efforts offset tariff risks.
Key Catalyst: Tariff developments; AI sector trends.

5. Healthpeak Properties $PEAK ( ▲ 1.72% )  
Sector: Real Estate (REIT)
At a deep discount with a solid dividend, PEAK stands out among REITs. Its focus on healthcare properties provides defensive qualities in a volatile market.
Key Catalyst: Interest rate expectations and REIT momentum.

Standout Stocks on Radar

• Berkshire Hathaway $BRK.B ( ▲ 1.11% ) : A diversified play with insurance, energy, and manufacturing exposure, trading at 17x earnings and backed by robust cash flow.

• Pfizer $PFE ( ▲ 5.19% ) : Priced at $24 with a 5.8% dividend yield, Pfizer trades at just 11x forward earnings. Its pipeline remains strong despite fading pandemic-era demand.

• Advanced Micro Devices $AMD ( ▼ 1.4% ) : Up 28% in June alone, AMD’s new Helios system is making inroads against NVIDIA. Late-July earnings could add momentum.

Hot Sectors

• Technology: AI and cloud demand continue to drive gains, though valuations are closer to fair value. JBL and NVDA are top picks.

• Healthcare: Undervalued relative to other sectors. UNH and PFE offer defensive upside with growth drivers.

• Financials: Supported by potential tax cuts and deregulation. Regional banks, such as UMB Financial (UMBF), stand out.

• Utilities: Defensive names like EIX remain attractive for yield seekers.

• Industrials: Supported by trade optimism and aerospace recovery. DAL and HON are names to watch.

Key Earnings Reports

• July 10: Delta (DAL), Conagra (CAG), Levi Strauss (LEVI)

• Late July: Microsoft (MSFT), Tesla (TSLA), AMD, Ford (F) — all carry sector-shaping guidance on cloud, AI, and tariff impacts.

Macro Events to Watch

• July 9: Tariff pause deadline and FOMC minutes release — a pivotal moment for trade-sensitive sectors.

• July 8–11: Congressional vote on tax cuts and new breaks.

• July 10: U.S. Court of International Trade ruling on tariff legality.

• July 11: May PCE inflation data release, shaping rate cut expectations.

Stocks Trending in Market Chatter

• Tesla $TSLA ( ▼ 0.18% ) : A weak June but optimism persists around robotaxi and energy business.

• Microsoft $MSFT ( ▼ 1.47% ) : Up 8% in June, with AI-driven cloud growth key to its next leg higher.

• Honeywell $HON ( ▲ 0.12% ) : Benefiting from aerospace recovery and infrastructure investments.

Final Take

The week of July 7–11 brings a mix of breakout opportunities and policy risks. Stocks like JBL, PEAK, and EIX are near technical buy zones, while DAL, UNH, NVDA, BRK.B, PFE, and AMD stand out for their solid fundamentals and timely catalysts. Technology, healthcare, financials, utilities, and industrials remain sectors to watch as the market navigates trade, Fed policy, and earnings surprises.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own research or speak to a qualified professional before investing.