To The Moon

As of Thursday's market close, the seven major tech giants collectively underperformed, causing the $NASDAQ(.IXIC)$ to end its six-day winning streak, while the $S&P 500(.SPX)$ continued its fourth consecutive day of gains. Data from TradingView shows that six companies with a market cap of over $100 billion have reached new highs. Since the recent high-level economic and trade talks between China and the US reached an important consensus, the S&P 500 Index has maintained its upward trend. Meanwhile, the yield on the US 10-year Treasury note fell by about 10 basis points during the day, which is a positive development for the stock market. Recent economic data has led market participants to speculate that the Federal Reserve will cut interest rates twice this year to prevent a US economic recession. The CPI and core CPI released on Tuesday recorded their lowest year-on-year increases in four years, and the PPI released before the market open was also below market expectations. Earlier in the day, Trump said in Doha, the capital of Qatar, that Iran has agreed to some terms, and he will urge Iran to reach an agreement without obtaining nuclear weapons. This news caused oil prices to plunge, which is expected to help the US reduce inflation. Joe Cusick, Senior Vice President and Portfolio Specialist at Calamos Investments, commented, "As recession fears begin to subside, the stock market is showing underlying strength. Market sentiment has shifted to cautious optimism, or perhaps moderate optimism." According to tradingview，On Thursday, There were 17 stocks with maket value over $10B that see prices hit all time high. Below are the TOP 10 stocks with analyst rating of buy and ranked by market value. $MasterCard(MA)$ , $Netflix(NFLX)$ , $IBM(IBM)$ , $TJX Companies(TJX)$ , $Deere(DE)$ , $MercadoLibre(MELI)$ , $Howmet Aerospace Inc.(HWM)$ , $Axon Enterprise, Inc.(AXON)$ , $AerCap Holdings NV(AER)$ , $US Foods Holding Corp(USFD)$ . The rest 7 of the stocks are: $CoreWeave, Inc.(CRWV)$ $EXPAND ENERGY CORPORATION(EXE)$ , $Rubrik Inc.(RBRK)$ , $Curtiss-Wright(CW)$ , $Woodward(WWD)$ , $Carpenter Technology(CRS)$ , $Euronext CAC Health Care(FRHC)$. Looking at the specific data analysis: 10 companies with positive EPS growth: $MasterCard(MA)$ , $Netflix(NFLX)$ , $TJX Companies(TJX)$, $MercadoLibre(MELI)$, $Howmet Aerospace Inc.(HWM)$ , $Axon Enterprise, Inc.(AXON)$ , $US Foods Holding Corp(USFD)$ , $Curtiss-Wright(CW)$ , $Woodward(WWD)$ , $Carpenter Technology(CRS)$. 4 companies with EPS growth rate over 30%: $Netflix(NFLX)$ , $MercadoLibre(MELI)$ , $Howmet Aerospace Inc.(HWM)$ , $Carpenter Technology(CRS)$ . 6 companies with negative EPS growth: $IBM(IBM)$ , $Deere(DE)$ , $EXPAND ENERGY CORPORATION(EXE)$ , $AerCap Holdings NV(AER)$ , $Rubrik Inc.(RBRK)$ , $Euronext CAC Health Care(FRHC)$. One company without EPS growth rate provided: $CoreWeave, Inc.(CRWV)$ All but two companies ( $Euronext CAC Health Care(FRHC)$ and $Woodward(WWD)$ ) have been given a "Buy" rating by analysts. The following is a compilation of key drivers behind the record-high stock prices of the top 10 companies, based on publicly available information. This is for discussion purposes only. 1. $MasterCard(MA)$ Core Business and Latest Developments: Mastercard is a global leader in payment technology, with its business covering credit cards, debit cards, and prepaid card payment processing. In 2025, as the global economy recovers and cross-border consumption increases, Mastercard's cross-border transaction volume has grown significantly. Financial Highlights: In Q1 2025, Mastercard's net revenue increased by 17% year-over-year, and adjusted net revenue increased by 13%. The company reported earnings per share (EPS) of $3.73, beating expectations by $0.17. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for Mastercard in 2025 is $450. 2. $Netflix(NFLX)$ Core Business and Latest Developments: Netflix, as a global leader in streaming services, continues to expand its market share through original content and an ad-supported subscription model. In 2025, the company launched a new ad-tech platform and plans to expand into more markets. Financial Highlights: In Q1 2025, Netflix's revenue reached $10.54 billion, up 13% year-over-year. EPS was $6.61, beating expectations by $0.92. The company expects its ad revenue to double in 2025. Analyst Target Price Expectations: According to InvestingPro, analysts' target price for Netflix in 2025 is $1,100. 3. $IBM(IBM)$ Core Business and Latest Developments: IBM continues to innovate in software, infrastructure, and hybrid cloud services. In 2025, the company has increased its investment in artificial intelligence and Red Hat OpenShift business. Financial Highlights: In Q1 2025, IBM's revenue was $14.54 billion, up 2% year-over-year. EPS was $1.60, beating expectations by $0.18. Software revenue increased by 9%, while infrastructure revenue decreased by 4%. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for IBM in 2025 is $150. 4. $TJX Companies(TJX)$ Core Business and Latest Developments: TJX, as a leading discount retailer, continues to have an advantage in the retail market through its brands such as TJ Maxx and Marshalls. In 2025, the company has further enhanced its market competitiveness by optimizing its supply chain and expanding its online channels. Financial Highlights: In Q1 2025, TJX's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for TJX in 2025 is $100. 5. $Deere(DE)$ Core Business and Latest Developments: As a global leader in agricultural equipment manufacturing, Deere continues to benefit from the recovery of the global agricultural market and the demand for efficient agricultural equipment in 2025. Financial Highlights: In Q1 2025, Deere's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for Deere in 2025 is $500. 6. $MercadoLibre(MELI)$ Core Business and Latest Developments: MercadoLibre, as a leading e-commerce platform in Latin America, continues to expand its market share through technological innovation and market expansion in 2025. Financial Highlights: In Q1 2025, MercadoLibre's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for MercadoLibre in 2025 is $2,000. 7. $Howmet Aerospace Inc.(HWM)$ Core Business and Latest Developments: Howmet Aerospace, as a manufacturer of aerospace parts, continues to benefit from the recovery of the global aviation market and the demand for efficient parts in 2025. Financial Highlights: In Q1 2025, Howmet Aerospace's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for Howmet Aerospace in 2025 is $100. 8. $Axon Enterprise, Inc.(AXON)$ Core Business and Latest Developments: Axon, as a leading manufacturer of non-lethal law enforcement devices, continues to expand its market share through technological innovation and market expansion in 2025. Financial Highlights: In Q1 2025, Axon's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for Axon in 2025 is $150. 9. $AerCap Holdings NV(AER)$ Core Business and Latest Developments: AerCap, as a leading aircraft leasing company, continues to benefit from the recovery of the global aviation market and the demand for efficient aircraft in 2025. Financial Highlights: In Q1 2025, AerCap's revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for AerCap in 2025 is $50. 10. $US Foods Holding Corp(USFD)$ Core Business and Latest Developments: US Foods, as a leading food distributor, continues to expand its market share through optimizing its supply chain and expanding its online channels in 2025. Financial Highlights: In Q1 2025, US Foods' revenue and profit both exceeded market expectations. Analyst Target Price Expectations: According to Seeking Alpha, analysts' target price for US Foods in 2025 is $50. Conclusion The record-high stock prices of these ten companies on May 15, 2025, are a testament to their strong market positions, innovative strategies, and resilient financial performances. As we look ahead, the continued growth and success of these companies will undoubtedly play a crucial role in shaping the broader economic landscape. Whether you are an investor seeking new opportunities or a business professional looking to stay ahead of the curve, keeping a close eye on these market leaders is essential. Call to Action We invite you to explore these companies further and consider their potential impact on your investment portfolio or business strategy. Join the conversation and share your insights on these market leaders. What do you think will be the next big trend driving their growth? Let us know in the comments below. A tool to boost your purchasing power and trading ideas with CashBoost! 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