Good morning.
Extreme greed continues to fuel the markets. $NVDA ( ▼ 2.21% ) hit another all-time high last week.
“Be Fearful When Others Are Greedy”. - Warren Buffett
The Fear and Greed Index
Here’s a summary of what to expect this week in the markets:
July 15
Q2 earnings kick off (JPMorgan, BofA, Goldman Sachs).
CPI and PPI data drop.
July 16
Fed speakers hint at rate cuts.
More earnings (e.g., Delta Air Lines).
July 17
Jobless claims signal labour market health.
Retail sales show consumer spending trends.
July 18
Must Reads 🔍
Top Stocks to Watch: July 14-18, 2025 (Portfolio Parrot)
NVIDIA’s Path to a $10 Trillion Market Cap (Portfolio Parrot)
Why record highs are buying opportunities (Axios)
3 ETFs That Continue to Beat the S&P 500 (247wallst)
10 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
QIQS Data Scores
🔻 10. SAP SE$SAP ( ▲ 0.39% ): SAP’s strong analyst buy ratings, robust cloud revenue, and solid net margins highlight its resilience and growth potential in enterprise software, though recent volatility suggests investors should monitor valuation and sector risks.
🔻 9. Alphabet Inc.$GOOGL ( ▼ 1.06% ): Alphabet’s aggressive $75 billion AI investment, double-digit cloud revenue growth, and strong Q1 2025 profits reinforce its leadership in digital transformation and long-term market expansion.
⬆️ 8. Micron Technology$MU ( ▼ 0.56% ): Micron’s record Q2 2025 revenue, driven by surging AI and high-bandwidth memory demand, positions it as a key beneficiary of structural shifts in the semiconductor industry.
🔻 7. Apple Inc.$AAPL ( ▼ 2.27% ): Apple’s ecosystem strength, deeper AI integration, and unified software strategy unveiled at WWDC 2025 support its long-term growth, even as hardware sales slow.
⚪ 6. Taiwan Semiconductor$TSM ( ▼ 0.47% ): TSMC’s record profits and 48% year-on-year revenue growth in April 2025 are fueled by insatiable AI chip demand, cementing its role at the centre of the global tech supply chain.
⚪ 5. Broadcom Inc.$AVGO ( ▼ 1.81% ): Broadcom’s Q2 2025 revenue rose 20% year-on-year, with AI chip sales up 46% and management guiding for continued growth, though high valuation may prompt short-term caution.
⚪ 4. NVIDIA Corp$NVDA ( ▼ 2.21% ): NVIDIA’s ongoing AI chip leadership, new Blackwell Ultra GPUs, and $4 trillion market cap milestone reflect its central role in powering the next wave of AI and data centre innovation.
⚪ 3. Meta Platforms$META ( ▼ 1.55% ): Meta’s Q1 2025 revenue jumped 16% year-on-year, with strong ad growth and renewed AI investment offsetting metaverse drag, but tech sector volatility should be considered.
⬆️⬆️ 2. Amazon Inc.$AMZN ( ▼ 0.41% ): Amazon’s profits are forecast to surge in 2025, with margin expansion and heavy AI investment supporting long-term growth across e-commerce and cloud, though inflation risks remain.
⬆️ 1. Microsoft Corp$MSFT ( ▼ 0.13% ): Microsoft’s leadership in cloud computing and AI integration, combined with consistent financial performance, makes it a cornerstone for resilient long-term portfolios.
Key
⚪ = Same score vs last week
⬆️ = +1 score vs last week
🔻 = -1 score vs last week
⬆️⬆️ = +2 score vs last week
🔻🔻= -2 score 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.