Argan, Inc.

NVIDIA Corporation

Microsoft Corporation

Shares of the mid-cap Argan, which provides construction services to the energy sector, have more than tripled over the last 12 months, "smashing" the world's most valuable company, Nvidia, in terms of performance,&nbsp;<a href="https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/argan-stock-smashes-nvidia-meta-tesla-magnificent-seven-stocks/">notes</a>&nbsp;the <i>Investor's Business Daily</i>. It argues that now is a good time to buy Argan stock ahead of a new breakout.&nbsp;&nbsp;

Mid-cap 'data center stock' Argan triples in LTM, trouncing Nvidia

Alphabet Inc.

Meta Platforms, Inc.

Robots, virtual reality and space satellites were among the top technology trends of the year


Not just AI: McKinsey names 13 technologies investors should watch out for


Amazon.com, Inc.

Apple Inc.

Donald Trump's August deadline on duties is no longer weighing on Wall Street: the U.S. S&amp;P 500 and Nasdaq Composite indexes ended last week at all-time highs, while the Dow Jones came close to the record, <a href="https://www.barrons.com/articles/amazon-apple-visa-meta-fed-inflation-jobs-607de827?mod=RTA">writes</a> Barron's. The U.S. trade agreement with the European Union, <a href="https://www.bloomberg.com/news/articles/2025-07-27/eu-us-clinch-deal-to-avoid-trump-tariff-hike-ahead-of-deadline">concluded</a> on July 27, should add to investor optimism early this week.

Magnificent Seven earnings and the Fed meeting: what investors need to know this week

International Business Machines Corporation

The reason for the collapse of quotations could be overestimated expectations of investors after the rally in 2025


Analysts advise buying IBM stock on the decline after the report. The market underestimated it

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Tesla, Inc.

The US president - for the first time in nearly two decades - will make an official visit to the Fed on Thursday amid mounting pressure on Jerome Powell. Alphabet's second-quarter results beat forecasts, but the company alarmed investors by announcing a sharp increase in capital spending. Tesla failed to meet even the market's lowered expectations. Another company of Ilon Musk - Neuralink - presented ambitious plans: by 2031, it expects to conduct up to 20,000 operations per year with revenues of more than $1 billion. These and other topics - in our review of key events by the morning of July 24;

CoreWeave, Inc.

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


HSBC has given the lowest forecast for Coreweave shares. Why does it recommend selling?

The Nasdaq Composite technology index has consistently outperformed the S&P 500 this year


Apollo thinks the bubble around AI has surpassed the dotcom boom. Is it time to sound the alarm?


Donald Trump has named a date to impose a 50 percent duty on copper and threatened Brazil with a similar rate. OpenAI is close to releasing an artificial intelligence browser to compete with Alphabet's market-dominating Google Chrome. Nvidia briefly joined the club of companies with capitalization above $4 trillion. These and other topics - in our review of key events for the morning of July 10.

Highlights for this morning: OpenAI to launch AI browser, Trump names date to impose duties on copper

Investor focus on Microsoft's AI revenue growth will only intensify, analyst says

Oppenheimer expects Microsoft stock to rise 20%. Why does he think they are undervalued?

Shares of IBM, one of the largest suppliers of IT solutions, have grown by 32% since the beginning of the year. In terms of growth rate, they outperform all securities of the so-called Magnificent Seven: Alphabet (-8%), Meta (+23%), Microsoft (+18%), Amazon (+1%), Apple (-16%), Tesla (-25%) and Nvidia (+19%). Why do some analysts believe IBM has further growth potential - especially compared to other developers - amid threats from artificial intelligence and geopolitical tensions?

IBM stock has outperformed Meta and Nvidia. Why do analysts think they are still undervalued?

Exxon Mobil Corporation

Johnson & Johnson

These securities are viewed positively by most Wall Street analysts despite weaker performance compared to the market