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Weekly Market Insights 18 August: Greed Rises & 11 Stocks to Watch
Fear & Greed flips to GREED as markets hit highs. We break down 11 must-watch stocks plus retail earnings and Powell’s Jackson Hole speech.
Portfolio Parrot
August 18, 2025
Good morning.
The Fear & Greed Index just flipped to GREED as markets push near record highs. Stocks are now pricier than the dot-com bubble, but AI and big tech keep fueling the rally.
This week, retail earnings (Walmart, Target, Home Depot, Lowe’s) will show if consumers can keep spending — and Powell’s speech at Jackson Hole could shake rate-cut hopes.
The Fear and Greed Index
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11 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
Follow the Money. Catch Weekly Trends.
⬆️ 11. Qualcomm ($QCOM):
Sales and profits grew 19% last quarter, boosted by car chips and smart devices. They’re also pushing into AI, but losing Apple as a customer could cause bumps.
⬆️ 10. Walmart ($WMT):
Reports results this week. Expect steady growth, with online sales still climbing 20%+. A safe bet for stability even with tariffs in the news.
⬆️ 9. Visa ($V):
Spending and travel kept Visa strong last quarter. Growth may slow a bit in the short term, but the world is still moving away from cash — and Visa wins from that.
⬆️ 8. AMD ($AMD):
Set a record with $7.7B in sales, thanks to PC and server chips. Even with a hit from export restrictions, they expect more growth next quarter from new AI products.
⬆️ 7. Alphabet ($GOOGL):
Google’s parent grew sales 14% to $96B, with its cloud business up 32%. YouTube and Search remain strong, and AI is giving profits a boost.
🔻 6. Meta ($META):
Facebook and Instagram’s owner grew sales 22% and profits 38%. Ads and AI are powering growth, though rising costs are something to watch.
⬆️ 5. Taiwan Semiconductor ($TSM):
Profits jumped 61% as demand from Apple, Nvidia, and AMD keeps rising. They expect 30% growth this year, though global risks could affect margins.
⬆️ 4. Broadcom ($AVGO):
AI chips drove a 46% jump in sales, and the company hit record revenue. It’s still generating strong cash, though chip demand can swing with cycles.
⬆️ 3. NVIDIA ($NVDA):
Sales exploded 69% to $44B, with data center chips up 73%. They’re the clear leader in AI computing, even with export rules hurting China sales.
⚪ 2. Amazon ($AMZN):
Sales rose 13% to $168B, with cloud up 18%. Profit margins tightened, but AI launches and Prime Day (this quarter) could give a lift.
⚪ 1. Microsoft ($MSFT):
Revenue grew 18% to $76B, powered by cloud (+39%) and new AI tools like Copilot. Still one of the most stable long-term holdings.
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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