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Weekly Market Insights: Greed is Back – 12 Stocks to Watch as AI and Tech Surge
Markets are heating up with bullish momentum in AI, cloud, and consumer tech. Discover the 12 top stocks driving gains, key earnings highlights, and risks to watch this week.
Portfolio Parrot
August 11, 2025
Good morning.
Greed is back. After weeks of caution, markets are heating up again as AI chips, tech earnings, and bullish forecasts fuel investor appetite.
This week, we break down the 12 stocks making the biggest moves and what it means for your portfolio.
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12 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
Follow the Money. Catch Weekly Trends.
⬆️ 12. AMD – Posted record $7.7B sales last quarter, up 32%. AI chips and data centres are driving growth, but profit margins have dipped, and shares have slipped since the earnings announcement.
⚪ 11. SAP – Strong buy from analysts with ~17% upside. Cloud sales up 28% (currency adjusted). Steady earnings and strong digital transformation demand.
⬆️ 10. Philip Morris – Smoke-free products are boosting profits. 2025 earnings expected to grow 13–15%. Stock up ~30% this year. Watch for regulatory risks.
⚪ 9. Alphabet (Google) – Revenue up 14% to $96B. Cloud business jumped 32%. AI investments are paying off across Search, YouTube, and subscriptions.
⬆️ 8. Micron – Record $9.3B sales last quarter, up 37%. Data centre and AI memory demand are soaring. The next quarter is expected to be even stronger, but volatility remains a possibility.
🔻 7. Taiwan Semiconductor – Sales up nearly 38% this year. Big beneficiary of global AI chip demand. Risks include margins and geopolitics.
🔻 6. Apple – $94B revenue last quarter, up 10%. Record iPhone and Services sales. Macs grew, too, but iPads and Wearables fell.
🔻 5. Broadcom – $15B revenue, up 20%. AI chip sales up 46%. Software is also growing fast. Stock is strong, but the valuation is high.
🔻 4. NVIDIA – Still the leader in AI chips. Data-centre sales and new products keep demand strong.
🔻 3. Amazon – $18.1B profit last quarter. Growth in e-commerce, AWS, and Prime Day. Investing heavily in AI, but costs are rising.
⚪ 2. Meta – Ad sales up, AI projects expanding. Metaverse spending remains high, which could put pressure on profits.
⚪ 1. Microsoft – Azure cloud sales up ~39%. AI tools like Copilot are boosting growth. A steady long-term portfolio pick.
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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