Good morning.
There is extreme greed fueling the market right now, with several stocks, including Nvidia, Broadcom, Microsoft, and Taiwan Semiconductor, hitting all-time highs.
Warren Buffett advises caution when the market gets greedy: “Be Fearful When Others Are Greedy”.
The Fear and Greed Index
Here’s a summary of what to expect this week in the markets:
July 9: Tariff pause deadline and FOMC minutes release — a pivotal moment for trade-sensitive sectors.
July 8–11: Congressional vote on tax cuts and new breaks.
July 10: U.S. Court of International Trade ruling on tariff legality.
Must Reads 🔍
Top Stocks to Watch: July 7-11, 2025 (Portfolio Parrot)
Recent Market Volatility Offers Valuable Lessons for Investors (Kiplinger)
11 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
QIQS Data Scores
⬆️ 11. Mastercard Inc.$MA ( ▲ 1.18% ): Mastercard’s resilient business model, ongoing digital payment growth, and consistent dividend payments support its long-term appeal for investors seeking global exposure and steady returns.
⚪ 10. SAP SE$SAP ( ▲ 1.16% ): SAP’s leadership in enterprise software, robust cloud transition, and strong analyst buy ratings highlight its potential for continued growth and recurring revenue.
⬆️ 9. Micron Technology$MU ( ▲ 2.59% ): Micron’s $ 100 billion+ U.S. investment in advanced memory manufacturing and R&D, driven by AI demand, reinforces its position as a global leader in semiconductors and memory solutions.
🔻 8. Alphabet Inc.$GOOGL ( ▲ 4.01% ): Alphabet’s diversified business, AI innovation, and strong cloud and advertising revenues underpin its long-term growth prospects.
⬆️ 7. Taiwan Semiconductor $TSM ( ▲ 2.82% ): TSMC’s global leadership in advanced chip manufacturing and strategic investments in AI and IoT support its structural growth outlook.
⚪ 6. Apple Inc.$AAPL ( ▲ 1.54% ): Apple’s ecosystem strength, continuous innovation, and resilient services revenue provide a foundation for long-term portfolio stability.
⚪ 5. Broadcom Inc.$AVGO ( ▼ 0.4% ): Broadcom’s leading position in semiconductors and infrastructure software, driven by the demand for AI and 5G, supports robust cash flow and earnings potential.
🔻 4. NVIDIA Corp$NVDA ( ▲ 1.02% ): NVIDIA’s dominance in AI chips and data centre solutions positions it at the forefront of digital transformation, benefiting from surging demand in 2025 and beyond.
⬆️ 3. Amazon Inc.$AMZN ( ▲ 2.56% ): Amazon’s profits are forecast to surge, with margin expansion and heavy AI investment supporting long-term growth across e-commerce and cloud, though investors should monitor inflation risks.
⚪ 2. Meta Platforms $META ( ▲ 1.69% ): Meta’s investments in AI and the metaverse, along with strong advertising revenue, drive its future growth prospects, though tech sector volatility should be considered.
⬆️ 1. Microsoft Corp $MSFT ( ▼ 0.31% ): Microsoft’s leadership in cloud computing and AI integration, combined with consistent financial performance, makes it a cornerstone for resilient long-term portfolios.
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.