Stock Market Analysis, Commentary and Potential Picks - Week ending Jul 25, 2025

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Markets Surge Ahead of Crucial Week for Tech, the Fed, and Seasonal Shifts

Markets continued their winning streak, with the S&P 500 achieving five consecutive record highs and the Nasdaq logging nine records in ten days. Despite these gains, all eyes are on the week ahead, where tech giants like Apple, Amazon, Meta, and Microsoft are set to report earnings alongside a pivotal Fed rate decision. Sector performance revealed a quiet rotation from aggressive sectors like tech to more defensive names like healthcare and real estate, suggesting caution under the surface. While fund managers are still chasing momentum, mid-August to mid-October seasonality often dampens tech performance, especially semiconductors. Upcoming economic data—including GDP, inflation, and jobs reports—will further test the rally’s resilience. Stock-wise, long-term investors are advised to wait for a pullback on Nvidia, while new watchlist opportunities include AGX, Shopify, and DHI. Medium-term plays like AMZN, AVGO, and CRDO show strong trends, though others like IONQ and SAP demand caution. With heightened volatility expected, particularly around earnings and macro catalysts, traders should stay nimble, rotate selectively, and prepare for potential inflection points in both growth and sentiment.