Shell plc

The year 2025 can hardly be called a calm year for the oil market - the increase in OPEC+ production since the spring of this year has become one of the factors putting pressure on prices. Since April, the member countries of the association have been accelerating their production quotas compared to the plan approved in December 2024. As early as September 2025, they will finally lift production <a href="https://www.opec.org/pr-detail/572-03-august-2025.html">limits of</a> 2.2 million barrels per day. The mood at the July OPEC meeting in Vienna was described by one of its participants in <a href="https://www.ft.com/content/60baf8ed-9652-415d-9a78-51e2c00f686a">a conversation with the FT </a>as similar to "the mood of sailors before the storm".

A fortress company: why banks see Shell as a defensive asset in the oil market

Ulta Beauty, Inc.

The Swatch Group AG

Funko, Inc.

Treatonomics, or the "gig economy," is a consumer trend gaining momentum around the world, CNBC <a href="https://www.cnbc.com/2025/08/09/from-lipsticks-to-concerts-the-treatonomics-trend-is-booming.html">reported</a>. People are looking for ways to cheer themselves up in times of economic instability through "emotional" purchases. Which companies will benefit?

"Lipstick Effect" on steroids: how to capitalize on people's desire to please themselves

Microsoft Corporation

The company will release its quarterly report after the close of trading on July 30

"Strongest report of the season": what analysts expect from Microsoft's results

Super Micro Computer, Inc.

In July, investor attention shifted away from tech giants and AI toward small-cap stocks that had long lingered in the shadow of Big Tech. Since the start of July, the Russell 2000 index has climbed 3.8%. By comparison, the S&amp;P 500 has gained 3.0%, the Nasdaq Composite 4.0%, and the Dow Jones Industrial Average 1.7%, according to FactSet data. The outperformance suggests a broader market rotation is underway: from high-valuation tech names to more economically sensitive sectors.

Small caps outpacing the S&P 500 in July: What's driving the rally and will it last?

PayPal Holdings, Inc.

Bernstein and Jefferies are waiting for positive reports, but are not in a hurry with advice to buy shares

PayPal shares have risen for nine consecutive trading sessions. Will the rally continue after the report?

Pop Mart International Group Limited

QuantaSing Group Limited

MINISO Group Holding Limited

Labubu toys sold in surprise boxes are not the only ones causing excitement among buyers. Last year, the designer toy Wakuku appeared in China, and since March this year it has been sold in the Miniso chain. Buyers are also definitely queuing up for these dolls, and shares in QuantaSing, the company that owns the rights to Wakuku, are up more than 340% since the beginning of the year. Will they be able to disrupt the business of Pop Mart, the company that produces Labba? &nbsp;

Toy rally: who on the stock market will compete with the manufacturer Labooboo

International Business Machines Corporation

On Wednesday, July 23, IBM reports for the second quarter of this year. Despite the growing investor interest in the company, analysts emphasize the complexity of the situation - the rapid growth of its shares has already put high positive expectations into quotations, which may limit further prospects.&nbsp;

IBM stock outperformed the S&P 500 by four times. Why is the market wary of the quarterly report?

Advanced Micro Devices, Inc.

Zscaler, Inc.

Datadog, Inc.

Jefferies <a href="https://www.cnbc.com/2025/07/20/these-stocks-can-benefit-the-most-from-lower-oil-prices-says-jefferies.html">considers</a> that the continued decline in oil prices could provide strong support for the shares of a number of technology and consumer companies. Low prices will hit players in the energy sector, but representatives of some other sectors may gain significantly, the bank's analysts wrote;

Jefferies analysts named three beneficiaries of the decline in oil prices

CoreWeave, Inc.

One of Coreweave's biggest advantages may be both its Achilles' heel, says a bank analyst


Yedyge Kasymzhan

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