Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices

18.07.25 15:14 Uhr

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For Immediate ReleaseChicago, IL – July 18, 2025– Today, Zacks Investment Ideas feature highlights Microsoft's MSFT, Nvidia NVDA, Alphabet GOOGL, Arm Holdings ARM and Advanced Micro Devices AMD.2025: Wall Street's Ascent Up the Wall of WorryNo two years on Wall Street are the same. However, 2025 is an extreme example of how one year can differ from the next. 2024 was marked by a dovish Federal Reserve board and a slow grind higher in the major market indices.2025 started with a returning administration in Washington DC (albeit four years later), the 'DeepSeek' scare, and the 'Liberation Day' fallout. First, a Chinese company released the 'DeepSeek" chatbot, which had similar performance to OpenAI and Microsoft's wildly popular 'ChatGPT' large language model, and was allegedly 'trained' at a fraction of the cost, suggesting that the company had found the holy grail of AI.In the following weeks, AI leaders such as Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices would suffer swift losses as China threatened to take the lead in the high-stakes race for artificial intelligence supremacy. Then, on April 2nd, President Donald Trump announced a sweeping package of tariffs on hundreds of countries, accelerating the losses and sending stocks into bear market territory.On April 9th, President Trump announced a 90-day pause on 'reciprocal tariffs and stocks soared. Since then, stocks reacted positively to a preliminary and unexpected trade deal between the US and its largest trading partner, China. Finally, despite rampant investor fears, stocks exhibited resilience and shook off a targeted US attack on Iranian nuclear plants.3 Trading Takeaways from 2025Savvy investors understand that there are always lessons to be learned. Three of my key takeaways include:1. Time Heals on Wall Street: Whether it was DeepSeek or the tariff fallout, the US market tends to shake off bad news as time passes.2. Headlines can be a Distraction: Nearly every economist on Wall Street predicted that the Trump tariff policy would cause rampant inflation. In reality, the inflation rate is hovering near its lowest level in multiple years.3. Price Action is Truth: The 21-day moving average is a fantastic intermediate-term guide for investors. In the first part of the year, it warned investors to stay out of the market. However, once the market regained the 21-day moving average, it never looked back.Bottom LineIt's been a turbulent year, but 2025 has once again proven Wall Street's ability to climb the proverbial "wall of worry." From the initial DeepSeek shock and the tariff scares, the market has demonstrated remarkable resilience.Research Chief Names "Single Best Pick to Double"From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpMedia ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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