Weekly Market Insights: All Eyes on Nvidia and the U.S. Consumer

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18 stocks to watch 💸

Ranked using weekly data trends, company fundamentals, and market intelligence.

🔻 18. Rocket Lab ($RKLB):
Rocket Lab trades at $45.54, up more than 200% YTD on launch growth, but with a P/E below -100, and recent swings show that high risk accompanies the longer-term potential of the space sector.​

⬆️ 17. Cisco Systems ($CSCO):
Cisco trades at $78.00 with a 30 P/E, capturing steady cash flow and resilient enterprise demand; technicals show continued strength as the firm adapts to the AI network era.​

🔻 16. Qualcomm Inc ($QCOM):
Qualcomm trades at $173.98 and a 34.7 P/E, benefits from modest EPS growth and broad AI device adoption, and has a stable outlook, signalling room for renewed momentum after recent sector gains.​

⬆️ 15. Applied Materials ($AMAT):
Applied Materials sits at $226.01, backed by a 26 P/E and strong AI chip demand, with analysts forecasting robust growth through 2026, albeit with higher cyclical risk.​

⬆️ 14. JPMorgan Chase ($JPM):
JPMorgan trades at $303.61, with a 15 P/E and a market cap over $820B; its diversified banking and credit business delivers steady dividends, though Q4 caution is warranted as rate cycles shift.​

⬆️ 13. Micron Technology ($MU):
Micron, at $246.83 and a 32.6 P/E, is posting double-digit recent growth driven by memory demand, making it a key beneficiary of the AI sector despite ongoing price volatility.​

🔻🔻 12. Advanced Micro ($AMD):
AMD, trading close to record highs, continues to gain AI and data centre traction, while innovation pace drives positive analyst sentiment and moderate share price volatility.​

⬆️ 11. Marvell Technology ($MRVL):
Marvell benefits from surging demand for AI and networking chips, with a 2025-2026 growth outlook, but near-term volatility and a lofty valuation keep risk in focus.​

⬆️ 10. Lam Research ($LRCX):
Lam Research rides a wave of wafer equipment demand into late 2025, with analysts highlighting visibility in AI and foundry expansion; cyclical risks remain as the sector grows.​

⚪ 9. Apple Inc ($AAPL):
Apple trades at $272, supported by strong iPhone/game sales and a robust services business, providing core portfolio stability through global cycles.​

⬆️⬆️ 8. ASML Holding ($ASML):
ASML’s $1,017 price reflects its dominance in EUV lithography and a 36 P/E, while analyst consensus remains bullish on chip supply chain leadership even if momentum moderates.​

⚪ 7. Alphabet Inc ($GOOGL):
Alphabet’s market cap growth and strong cloud/ad revenue streams give analysts confidence for long-term durability, while regulatory and tech rotation risks persist.​

🔻🔻 6. Amazon.com Inc ($AMZN):
Amazon capitalises on e-commerce and AWS, with high efficiency and strong margin potential; solid analyst support steadies the outlook despite ongoing tech-sector swings.​

⚪ 5. Meta Platforms ($META):
Meta stands tall on its AI-driven ad business and steady user growth, helping sustain multi-year price and earnings momentum, though sector highs add watch-list risk.​

⚪ 4. Taiwan Semiconductor ($TSM):
TSMC’s foundry leadership and AI chip windfall support healthy price multiples for 2025 as investors seek global exposure in next-gen hardware.​

⚪ 3. Broadcom Inc ($AVGO):
Broadcom wins on diversified semiconductor/software sales and free cash flow, with analysts seeing reliable growth for shareholders seeking core tech exposure.​

🔻🔻🔻 2. NVIDIA Corp ($NVDA):
NVIDIA continues to set the pace for AI hardware and data centre innovation, drawing robust analyst outlooks for sector leadership.​

⬆️ 1. Microsoft Corp ($MSFT):
Microsoft leads in AI/cloud enterprise revenue, with high-margin product growth and broad analyst conviction for sustained gains in blue-chip portfolios.​

Key
⚪ = No changes vs last week
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⬆️⬆️⬆️ = +3 vs last week
🔻🔻🔻= -3 vs last week

Quantitative Insight Qualitative Screening (QIQS) data has been used to pick these stocks.

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