Good morning.
The week ahead could be a turning point for U.S. equities. With the Federal Reserve set to announce its latest policy decision and several major companies reporting earnings, investors will be watching closely for signals that shape the tone for Q4. Rate cuts, corporate guidance, and sector momentum all hang in the balance.
On our radar: Oracle riding the AI wave, Tesla pushing deeper into EVs and energy storage, Palantir expanding its data contracts, Micron benefiting from AI chip demand, and Meta balancing ad strength with VR bets.
This week is about more than just numbers; it’s about reading the signals that will steer markets into year-end.
The Fear and Greed Index
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13 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
Follow the Money. Catch Weekly Trends.
⬆️ 13. Teradyne Inc. ($TER):
Teradyne beat recent earnings expectations, benefiting from strength in semiconductor testing. Analysts see longer-term growth potential from AI-related compute demand and industrial robotics, though the sector remains cyclical.
⚪ 12. Walmart Inc. ($WMT):
Walmart maintains strong performance through its scale, e-commerce integration, and leadership in omni-channel retail. It remains a defensive holding during uncertain market cycles, supported by steady earnings growth.
⚪ 11. Qualcomm Inc. ($QCOM):
Qualcomm offers a ~2% dividend yield and continues to benefit from its leadership in mobile chips, 5G, and automotive connectivity. While smartphone demand has been mixed, analysts remain optimistic about long-term growth opportunities in AI-enabled devices and cars.
⚪ 10. Visa Inc. ($V):
Visa continues to dominate global digital payments, supported by rising transaction volumes and strong margins. Analysts forecast steady earnings growth and market resilience into 2025, though regulatory scrutiny remains a risk.
⚪ 9. Advanced Micro Devices ($AMD):
AMD is expanding its share in AI and data centres with new chip launches. While competition from NVIDIA and Intel is intense, analysts still see upside from secular growth in AI and high-performance computing.
⚪ 8. Alphabet Inc. ($GOOGL):
Alphabet’s strong revenue growth is led by its core search and YouTube ad business, with Google Cloud now profitable and expanding. Its AI investments strengthen its long-term positioning, though regulatory and antitrust challenges persist.
⬆️ 7. Apple Inc. ($AAPL):
Apple’s record services revenue and strong brand loyalty underpin its resilience. AI integration across devices supports future growth, though hardware sales are showing slower momentum in mature markets.
🔻 6. Taiwan Semiconductor Manufacturing Co ($TSM):
TSMC is the world’s leading chip foundry, essential to global supply chains. Strong AI-driven demand and leadership in advanced nodes (3nm, 2nm) have driven higher price targets, though geopolitical risk remains a key overhang.
⬆️ 5. Meta Platforms ($META):
Meta’s advertising business continues to grow, and its AI-driven recommendation engine has improved engagement. While Reality Labs remains a long-term bet, consensus remains bullish on advertising and AI monetisation.
🔻 4. Broadcom Inc. ($AVGO):
Broadcom benefits from diversified revenue streams across AI chips, networking, and infrastructure software. Strong free cash flow and disciplined capital returns support its growth outlook, though semiconductor cyclicality is still a factor.
⚪ 3. Amazon.com Inc. ($AMZN):
Amazon’s dominance in e-commerce and AWS cloud keeps it a market leader. AI integration is improving efficiency and expanding services, positioning it well for sustained global growth.
⚪ 2. NVIDIA Corp ($NVDA):
NVIDIA leads the AI chip market with dominant GPU and data centre offerings. Analysts continue to upgrade forecasts, though high valuation and supply-demand imbalances remain key considerations.
⬆️ 1. Microsoft Corp ($MSFT):
Microsoft remains at the forefront of cloud and enterprise AI adoption. Its recurring revenue from Office, Azure, and subscriptions provides resilience, making it a top long-term growth holding.
Key
⚪ = No changes vs last week
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🔻 = -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.