Good morning.
Extreme greed continues to fuel the markets. Nvidia, Broadcom, Microsoft and Taiwan Semiconductor hit all-time highs last week.
In total, 35 stocks reached all-time highs last week.
The Fear and Greed Index
Here’s a summary of what to expect this week in the markets:
Must Reads 🔍
Top Stocks to Watch: July 21-25, 2025 (Portfolio Parrot)
Why Google Still Matters (Portfolio Parrot)
10 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
QIQS Data Scores
⚪ 10. SAP SE ($SAP):
SAP's rapid cloud revenue growth of 26–28% in 2025, strong free cash flow, and global leadership in enterprise software offer both stability and long-term upside; however, valuation and sector volatility should be closely monitored.
⚪ 9. Micron Technology ($MU):
Micron reported a record 50% year-over-year revenue growth, driven by demand for AI memory. However, investors should be mindful of recent analyst downgrades linked to expected softness in chip pricing in late 2025.
⬆️ 8. Alphabet Inc. ($GOOGL):
Alphabet’s 12% quarterly revenue growth and major investments in AI and cloud reinforce its position as a digital leader, with analysts forecasting further share price appreciation in the coming months.
🔻 7. Taiwan Semiconductor ($TSM):
TSMC beat Q2 estimates, with profit surging 61% year-over-year, driven by sustained demand for AI chips, underscoring its critical role in global technology supply chains.
⬆️ 6. Apple Inc. ($AAPL):
Despite lagging behind peers in 2025, Apple’s large-scale AI investments and resilient ecosystem may underpin a breakout in the latter half of the year, though regulatory and innovation risks persist.
⚪ 5. Broadcom Inc ($AVGO):
Broadcom’s stock hit an all-time high in July, supported by strong semiconductor and infrastructure software sales, benefiting from ongoing demand in AI and 5G markets.
🔻 4. NVIDIA Corp ($NVDA):
NVIDIA’s dominance in AI chips and data centre markets has driven its shares to new highs, with analysts seeing further upside as AI investment surges through 2025.
🔻 3. Amazon Inc ($AMZN):
Amazon’s cloud and e-commerce businesses continue to expand, with analysts raising price targets following Prime Day gains and the launch of new AI products.
⚪ 2. Meta Platforms ($META):
Meta leverages strong advertising revenue and increased investment in AI and the metaverse, offering robust growth prospects despite sector volatility remaining a factor.
🔻 1. Microsoft Corp ($MSFT):
Microsoft’s leadership in cloud computing and its acceleration of AI integration underpin its reputation as a cornerstone of its portfolio, with strong financials supporting long-term resilience.
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.