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Weekly Market Insights: Stocks to Watch After Fed’s Rate Cut
The Fed’s 25 bps cut sets the tone, but Core PCE inflation and earnings from Micron, Costco, and Accenture could decide the week.
Portfolio Parrot
September 22, 2025
Good morning.
The Fed finally cut rates for the first time in 2025, trimming the federal funds range to 4.00%–4.25%. Markets cheered, with the S&P 500 hitting its 27th record high of the year. But the rally now faces a big test: a packed week of earnings, housing data, and the Fed’s preferred inflation gauge — Core PCE on Friday.
This week, I’ve highlighted the stocks and sectors most likely to move as Wall Street digests the Fed’s pivot.
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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. Walmart Inc ($WMT):
Walmart’s stock is hitting new highs with analysts forecasting potential 9–17% upside, supported by digital transformation, resilient consumer demand, and defensive business fundamentals.
⬆️ 11. Philip Morris ($PM):
Philip Morris remains one of 2025’s top performers, with an 8.9% dividend boost and strong growth in smoke-free products, though forecasts point to near-term price volatility and regulatory risks.
⚪ 10. Visa Inc ($V):
Visa continues to dominate global payments with scalable transaction growth, margin expansion, and analyst targets approaching $893, supporting long-term earnings visibility.
⚪ 9. Advanced Micro ($AMD):
AMD’s ongoing product innovation and market share gains in AI/data centres support its tech sector leadership, with analysts expecting continued outperformance through the next cycle.
🔻 8. Apple Inc ($AAPL):
Apple’s expanding AI-enabled ecosystem, robust service revenues, and premium brand status keep it a core growth holding in tech, favoured by long-term investors.
⚪ 7. Alphabet Inc ($GOOGL):
Alphabet maintains double-digit revenue growth, powerful cloud/AI investments, and strong analyst consensus, supporting its enduring role as a foundational tech stock.
⚪ 6. Taiwan Semiconductor ($TSM):
TSMC’s global leadership in AI chip manufacturing and enhanced price targets align with secular tech tailwinds, making it vital for supply chain and innovation exposure.
🔻 5. Meta Platforms ($META):
Meta's AI-driven advertising rebound and ongoing platform innovation have driven analysts' price upgrades, supporting growth potential despite digital ad market volatility.
⚪ 4. Broadcom Inc ($AVGO):
Broadcom’s strong AI semiconductor sales, cash flow reliability, and sector diversification keep it favoured in infrastructure tech, despite cyclical industry risks.
⚪ 3. Amazon.com Inc ($AMZN):
Amazon’s cloud and e-commerce engines continue to drive global expansion, margin growth, and strategic market share, making it a consistent choice for growth-focused portfolios.
⚪ 2. NVIDIA Corp ($NVDA):
NVIDIA remains the market leader in AI chips and data centres, backed by relentless innovation and favourable analyst momentum for sustained sector dominance.
⚪ 1. Microsoft Corp ($MSFT):
Microsoft’s robust cloud and AI leadership, high-margin recurring revenues, and innovation pipeline make it a core holding for resilient long-term portfolios.
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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