Top U.S. Stocks to Watch: August 18โ€“24, 2025

Market Snapshot

  • The S&P 500, the leading U.S. stock index, closed at 6,449.80 on August 15. Thatโ€™s just shy of its highest closing level ever, set the day before.

  • Stock prices are expensive compared to history, even higher than during the dot-com bubble in 2000.

  • Company profits slipped slightly in the last quarter, showing some early signs of pressure.

  • Investors are focused on company earnings and upcoming Federal Reserve comments that could hint at interest rate changes.

Sectors to Keep an Eye On

  • Tech: Nvidia and Microsoft continue to lead thanks to demand for AI and cloud services.

  • Social Media & Online Ads: Meta is gaining from stronger ad spending and new tech projects.

  • Retail: Walmart, Target, Home Depot, and Loweโ€™s will report results, giving a view of consumer spending.

  • Cybersecurity: Companies like Palo Alto Networks are in the spotlight as digital threats rise.

  • Industrials & Energy: Firms tied to construction, defense, and utilities are gaining interest as investors look for value outside tech.

Whatโ€™s Happening This Week

  • Monday, Aug 18: Palo Alto Networks reports earnings after markets close.

  • Tuesday, Aug 19: Home Depot posts results before the market opens.

  • Wednesday, Aug 20: Target and Loweโ€™s are set to report earnings.

  • Aug 21โ€“23: The Jackson Hole conference takes place in Wyoming. Fed Chair Jerome Powell will speak, and his comments may hint at future interest rate moves.

Earnings Calendar - Week of August 18 2025

Stocks to Watch

Company

Why It Matters

Earnings Monday; shows cybersecurity spending trends

Earnings Tuesday; a good read on housing and consumer spending

Q2 preview; strong e-commerce performance and Samโ€™s Club growth

Midweek earnings; shows shifts in consumer shopping habits

Midweek earnings; home improvement spending trends

No results this week, but remains the key AI and chip leader

Still riding AI and cloud growth

Advertising rebound and new tech projects keep attention high

E-commerce and cloud business make it a key player

Earnings midweek; small business and finance software health check

Strong in defense and industrial demand

Energy/Utilities

Could attract interest if investors rotate away from expensive tech stocks

Key Takeaways

  • Retail earnings (Walmart, Target, Home Depot, Loweโ€™s) will show how healthy consumer spending is.

  • Powellโ€™s speech at Jackson Hole could influence market expectations for interest rates.

  • Expensive stock prices raise questions about whether money will shift from tech into cheaper sectors like energy and industrials.

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.

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