Weekly Market Insights: Major Earnings Week & Stocks to Watch 28 July

Must Reads 🔍

• Top Stocks to Watch: July 28-August 1, 2025 (Portfolio Parrot)

• Top 10 Investment Themes in 2025 (Portfolio Parrot)

• Value vs Growth (Kiplinger)

• Best ETF Strategies For Beginners (Bankrate)

14 long-term stocks to watch this week 💸

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

⬆️ 14. Kratos Defense ($KTOS):
Kratos is benefiting from U.S. drone modernisation, with 10% organic growth guidance and a strong contract pipeline, but investors should consider sector and budget volatility in defence.

⬆️ 13. UnitedHealth Group ($UNH):
UnitedHealth, after recent setbacks, maintains a ‘Moderate Buy’ rating and aims for 13–16% long-term earnings growth so that patient investors may benefit from a potential recovery.

⬆️ 12. Applied Materials ($AMAT):
Applied Materials posted record Q2 EPS, fueled by AI chip demand, but the cyclical nature of semiconductors and recent volatility mean investors should watch for sector swings.

⬆️ 11. Advanced Micro Devices ($AMD):
AMD shares are up 72% in three months, thanks to progress in AI chips and a growing data centre presence, although fierce competition and industry cycles may impact future results.

⬆️ 10. SAP SE ($SAP):
SAP’s Q2 2025 results showed 28% cloud revenue growth and strong profit gains, with full-year guidance reaffirmed. However, monitoring sector valuation and competitive risks remains key.

⚪ 9. Micron Technology ($MU):
Micron reported record Q3 revenue driven by AI memory chips; however, semiconductor market cycles can create future share price volatility, so an ongoing risk review is advised.

⬆️ 8. Taiwan Semiconductor ($TSM):
TSMC targets 30% sales growth in 2025, driven by AI chip demand and capacity boosts, but geopolitical tensions and cost pressures require investor vigilance in the sector.

⬆️ 7. Alphabet Inc ($GOOGL):
Alphabet has boosted its AI investment to $85 billion for 2025, supporting 15% revenue growth; however, rising costs and increased AI competition are important considerations for long-term investors.

⚪ 6. Apple Inc ($AAPL):
Apple continues to deliver ecosystem and services growth, with expanded AI integration, though slower hardware sales and premium valuation may drive short-term caution.

⚪ 5. Broadcom Inc ($AVGO):
Broadcom’s Q2 revenue rose 20% on strong AI chip demand, but investors should be alert for valuation concerns and sector volatility in the near term.

⬆️ 4. NVIDIA Corp ($NVDA):
NVIDIA’s dominance in AI chips and data centres drives new market highs, yet investors should note valuation risks and cyclical sector dynamics.

⚪ 3. Meta Platforms ($META):
Meta’s 16% year-over-year Q1 revenue growth reflects a rebound in ad and AI investment, although metaverse spending and fluctuations in the tech sector could impact returns.

⬆️ 2. Amazon Inc ($AMZN):
Amazon’s 2025 profit outlook is strong due to its cloud and e-commerce businesses; however, insider share sales and potential inflationary pressures suggest that risks should be carefully reviewed.

⬆️ 1. Microsoft Corp ($MSFT):
Microsoft’s accelerating cloud and AI strategy, backed by strong financial performance, reinforces its status as a cornerstone of its long-term portfolio.

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.

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