Stocks To Watch – 7/28/2025

Brief Overview

Welcome back to this week’s Stocks to Watch!

We hope you all had a great weekend, and are ready to get back to it! With trade talks moving along, earnings season heating up, markets at all time highs and cryptos ripping there hasn’t been a better time to join the action! 

Keep an eye out for FOMC followed by a Powell press conference on Wednesday. We’ll also get earnings reports from notable companies like PYPL, V, MA,  BA, META, MSFT, AAPL, AMZN, COIN & so many more. Be sure to give the calendar a look! 

Looking back at last week…

Monday: Record High Starts the Week
Markets kicked off with a bang as both the S&P 500 and Nasdaq closed at fresh record highs, helped by reassuring trade signals and optimistic tech earnings expectations. The Dow was relatively flat. Investors focused on jobless claims data, business activity numbers, and a speech from Fed Chair Powell for clues about future rate moves. Treasury yields eased and the U.S. dollar softened, helping to support risk-taking.

Tuesday: S&P Inches Higher; GM Slumps from Tariff Impact
The S&P added modest gains to reach another new high, though tech‑heavy Nasdaq took a slight step back. General Motors shares slid after announcing a billion-dollar tariff-related hit. Still, strength in AI-related stocks like Alphabet and Tesla kept market sentiment supported.

Wednesday: Mixed Earnings, But Risk Appetite Holds
Investors shrugged off some underwhelming corporate results—several auto, pharma, and aerospace names flagged tariff‑driven headwinds. That said, optimism around a new U.S.-Japan trade deal, strong AI demand, and healthy profit reports from big tech kept risk appetite intact. Markets stayed in a holding pattern as traders digested the mixed picture.

Thursday: Record Closes Again on Trade Progress & Earnings
The S&P and Nasdaq notched more record closing highs as hope over potential U.S.–EU trade developments mixed with upbeat results from tech leaders. Treasury yields drifted higher alongside rising oil prices, but defensive sectors lagged a bit as buyers leaned into cyclical stocks.

Friday: Futures Flat, Markets Pause
Major indexes ended the week nearly flat. Futures pointed to a slight pullback ahead of the weekend, as investors take a pause after the week’s run. Optimism remains driven by strong Q2 earnings (80% of companies surpassed estimates), trade negotiation progress with Japan and EU, and tech leadership—even as firms like Intel slump on weak outlooks.

Takeaway
It was another week full of record highs and confidence in tech’s momentum, supported by trade optimism and solid earnings. Even with tariff chatter and mixed sector performance, investors largely stayed upbeat. All eyes now turn to the Fed’s upcoming decisions, inflation data, and key tech earnings as the market cools into next week.