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Weekly Market Insights: Greed Holds as AI Earnings & Inflation Loom
Investor sentiment stays in Greed with the S&P near highs. Nvidia earnings & Friday’s PCE data could set September’s market tone.
Portfolio Parrot
August 25, 2025
Good morning.
Market sentiment remains firmly in Greed this week. Just as last week, investors are leaning into risk as rate-cut bets intensify and earnings continue to surprise to the upside.
The S&P 500 is hovering near record highs, with money flowing beyond big tech into financials, energy, and industrials. But with tariffs unresolved and key inflation data due Friday, the test is whether Greed turns into Overconfidence.
The Fear and Greed Index
Read more → 3 mins read
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Top Stocks to Watch: August 25-29, 2025 (Portfolio Parrot)
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 Inc ($QCOM):
Qualcomm’s leadership in 5G and wireless connectivity, alongside its push into AI-enabled chips and automotive processors, supports long-term growth despite competition and regulatory risks.
⚪ 10. Walmart Inc ($WMT):
Walmart’s scale, growing e-commerce sales, and focus on cost efficiency reinforce its position as the largest U.S. retailer with stable earnings growth.
⚪ 9. Visa Inc ($V):
Visa’s global dominance in card payments, steady transaction growth, and expansion into digital payment infrastructure underpin reliable revenue growth.
⚪ 8. Advanced Micro Devices ($AMD):
AMD’s strength in AI, data center, and graphics chips, coupled with steady market share gains against competitors, positions it well for continued growth, though the semiconductor cycle remains volatile.
⚪ 7. Alphabet Inc ($GOOGL):
Alphabet’s core ad business, combined with momentum in cloud services and AI integration across products, drives consistent growth and reinforces leadership in tech innovation.
⚪ 6. Meta Platforms ($META):
Meta’s rebound in digital advertising and its heavy investments in AI support the upside potential, although regulatory pressures and competition remain key risks.
⚪ 5. Taiwan Semiconductor Manufacturing Co. ($TSM):
TSMC’s dominance in advanced semiconductor manufacturing, especially in AI and high-performance chips, ensures strong demand, balanced against geopolitical and supply chain risks.
⚪ 4. Broadcom Inc ($AVGO):
Broadcom’s combination of semiconductor leadership and infrastructure software generates strong cash flow and earnings growth, although it remains vulnerable to sector cyclicality.
⬆️ 3. NVIDIA Corp ($NVDA):
NVIDIA remains the leader in AI GPUs and data centre chips, driving rapid revenue growth, but faces high valuations and supply chain constraints.
⬆️ 2. Amazon.com Inc ($AMZN):
Amazon’s diversified model—spanning e-commerce, AWS cloud dominance, and growing advertising revenue—supports steady long-term growth.
⚪ 1. Microsoft Corp ($MSFT):
Microsoft’s Azure cloud momentum, integration of AI into products, and entrenched enterprise software ecosystem cement its position as a core long-term growth stock.
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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