- Portfolio Parrot 💸
- Posts
- Weekly Market Insights: Stocks to Watch as August Momentum Cools
Weekly Market Insights: Stocks to Watch as August Momentum Cools
The market’s July rally is fading as volatility rises. Discover where institutional money is flowing and which stocks remain resilient.
Portfolio Parrot
August 04, 2025
Good morning.
After a highly bullish July, August has brought a cooler tone to the markets as investors digest new data and shifting policies.
Staying aligned with institutional trends is crucial for identifying which stocks can still deliver growth.
The Fear and Greed Index
Read more → 3 mins read
Must Reads 🔍
Top Stocks to Watch: August 4-8, 2025 (Portfolio Parrot)
6 Top Growth Stocks To Buy For August 2025 (Forbes)
10 long-term stocks to watch this week 💸
Ranked using weekly data trends, company fundamentals, and market intelligence.
Follow the Money. Catch Weekly Trends.
⚪ 10. SAP SE ($SAP):
SAP’s 2025 outlook features analyst buy ratings, 26–28% cloud revenue growth, and resilient earnings, accompanied by a solid dividend and 18% upside potential. However, recent volatility and sentiment warrant caution.
🔻 9. Alphabet Inc ($GOOGL):
Alphabet reported 14% Q2 revenue growth, strong profits, and double-digit expansion in AI, cloud, and ads, underlining its digital leadership and robust momentum for the rest of the year.
⚪ 8. Micron Technology ($MU):
Micron’s Q3 delivered record revenue and nearly 50% sequential growth in AI memory chip sales, with management forecasting continued records as AI demand accelerates.
⬆️ 7. Taiwan Semiconductor ($TSM):
TSMC shares are up almost 40% YTD, eyeing 30% 2025 sales growth from robust global AI chip demand, but margin pressures and geopolitics remain key risks to monitor.
⬆️ 6. Apple Inc ($AAPL):
Apple’s iPhone 17 launch, ecosystem innovation, and expanding AI integration provide long-term growth drivers, even as premium valuation and hardware momentum need close watching for H2 2025.
⬆️ 5. Broadcom Inc ($AVGO):
Broadcom’s Q2 revenue hit $15B (+20% vs last year) on AI chip and networking demand, supporting continued growth, while high valuation and sector volatility persist as factors.
⚪ 4. NVIDIA Corp ($NVDA):
NVIDIA leads in AI chips and new RTX 50 Series GPUs, with rising data centre revenue and ongoing “outperform” analyst ratings, underscoring its critical role in the AI ecosystem.
⚪ 3. Amazon Inc ($AMZN):
Amazon delivered Q2 revenue and profit surges, driven by boosts from Prime Day, AI/cloud spending, and e-commerce strength. However, expense hikes and insider sales highlight areas to watch.
⬆️ 2. Meta Platforms ($META):
Meta’s strong Q1 ad revenue, assertive AI investment, and sustained platform growth support prospects, but volatility and metaverse investment warrant ongoing evaluation.
⬆️ 1. Microsoft Corp ($MSFT):
Microsoft’s cloud and AI integration, financial resilience, and core status in global portfolios make it a top pick for long-term returns, which new Copilot and enterprise AI solutions further strengthen.
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.
Reply