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Weekly Market Insights: 10 U.S. Stocks to Watch (Sept 1–5, 2025)
Jobs data + key earnings (NVDA, AVGO, CRM, LULU) could set the tone for September
Portfolio Parrot
September 01, 2025
Good morning.
We kick off September, historically the weakest month for stocks, with a holiday-shortened trading week.
Despite the seasonal headwinds, August closed strong: the S&P 500 gained 2.2% in August and is up 12.4% YTD.
The big test now? Friday’s jobs report could decide if the Fed finally starts rate cuts in September.
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12 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
Follow the Money. Catch Weekly Trends.
⚪ 12. Qualcomm Inc. ($QCOM): Qualcomm's expansion in AI-enabled 5G chips and automotive technologies underlines its solid growth trajectory, though it faces competition and cyclical handset demand risks.
⬆️ 11. Philip Morris ($PM): Philip Morris's focus on reduced-risk, smoke-free products (like IQOS) and strong cash flow contribute to steady dividends, though regulatory and market risks remain.
⚪ 10. Walmart Inc. ($WMT): Walmart's leadership in omni-channel retail and ongoing investments in e-commerce and automation support its defensive positioning and growth.
⚪ 9. Visa Inc. ($V): Visa's global payments network and innovation in digital solutions foster consistent transaction growth and revenue stability, though regulation remains a key watch point.
⬆️ 8. Advanced Micro Devices Inc. ($AMD): AMD's market share gains in AI, gaming, and data centre chips, coupled with ongoing product innovation, support its long-term competitive edge against rivals like Intel and NVIDIA.
⚪ 7. Alphabet Inc. ($GOOGL): Alphabet's continued investments in AI, strength in digital advertising, and expanding cloud services underpin its resilience and growth potential.
⚪ 6. Meta Platforms ($META): Meta's AI-driven advertising rebound and Reality Labs/metaverse investments signal long-term opportunities, balanced by near-term spending pressure and sector volatility.
⚪ 5. Taiwan Semiconductor Manufacturing Co. ($TSM): TSMC's role as the world's leading contract chipmaker, along with its investments in AI-focused capacity expansion, supports sustained growth despite geopolitical and supply chain risks.
⚪ 4. Broadcom Inc. ($AVGO): Broadcom's diverse portfolio spanning AI chips, networking, and infrastructure software drives strong cash flows and growth, though cyclical demand can weigh on results.
🔻 3. Amazon.com Inc. ($AMZN): Amazon's dominant e-commerce platform and AWS cloud leadership continue to fuel revenue growth and strategic market expansion, with efficiency improvements adding momentum.
⚪ 2. NVIDIA Corp ($NVDA): NVIDIA's leadership in AI GPUs, data centre platforms, and accelerated computing keeps it central to global tech ecosystems, supported by constant innovation.
⚪ 1. Microsoft Corp ($MSFT): Microsoft's cloud dominance (Azure), AI integration across products, and strong balance sheet ensure its position as a core long-term portfolio holding.
Key
⚪ = No changes vs last week
⬆️ = +1 vs last week
🔻 = -1 vs last week
⬆️⬆️ = +2 vs last week
🔻🔻= -2 vs last week
Quantitative Insight Qualitative Screening (QIQS) data has been used to pick these stocks.
NOT FINANCIAL ADVICE.
🔴 Risk Notice: This content summarizes publicly reported data—it is not advice. Consult a qualified advisor before investing.
This content is for informational purposes only and does not constitute financial advice. All investments carry risks. Past performance is not indicative of future results.
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