To The Moon

As of last friday's market close, $Dow Jones(.DJI)$ gained 0.77%, $S&P 500(.SPX)$ increased 0.83%, and $NASDAQ(.IXIC)$ gained 1.02% showed positive performance. Data from TradingView shows that 39 companies with a market cap of over $10 billion have reached new highs.

Trade Policy Developments

• Tariff Talks Countdown: With Trump’s July 9 tariff exemption deadline approaching, markets are closely watching progress. The U.S. has reached a deal with Vietnam, lowering tariffs on some goods to 20% (down from a threatened 46%), but talks with Japan remain stalled, with potential tariff hikes from 24% to 35%.

• Easing of Tech Restrictions on China: The U.S. has lifted export controls on chip design software, reducing pressure on the global tech supply chain.

Economic Data and Monetary Policy

• Strong Job Market: The U.S. added 147,000 nonfarm jobs in June (vs. 106,000 expected), with unemployment falling to 4.1% and hourly wages rising 0.4% MoM. The data dampened expectations for Fed rate cuts, with July rate cut odds falling to 4.7%, and September expectations also revised downward.

• Fed Stance: Chair Jerome Powell emphasized the need for further evidence of inflation cooling, noting tariff effects will take time to assess and that the Fed is in no rush to cut rates in the short term.

Fiscal Policy and Debt Risk

• "Great America Act" Passed: Trump officially signed a bill raising the U.S. debt ceiling by $5 trillion to $41 trillion, potentially adding $4.1 trillion in deficits over the next decade. While long-term sustainability concerns persist, short-term bond market pressure eased as expectations were already priced in.

According to TradingView, on Monday, there were 39 stocks with market value over $10B that saw prices hit all time high.

Below are the TOP 10 stocks with analyst rating of buy and ranked by market value: $JPMorgan Chase(JPM)$ $Oracle(ORCL)$ $Wells Fargo(WFC)$ $Morgan Stanley(MS)$ $American Express(AXP)$ $Goldman Sachs(GS)$ $Capital One(COF)$ $CrowdStrike Holdings, Inc.(CRWD)$ $KLA-Tencor(KLAC)$ $Amphenol(APH)$

The rest of the 29 stocks are: $Brookfield Corp(BN)$ $Parker Hannifin(PH)$ $Royal Caribbean Cruises(RCL)$ $Cadence Design(CDNS)$ $Emerson(EMR)$ $Ecolab(ECL)$ $Johnson Controls(JCI)$ $Bank of New York Mellon(BK)$ $Quanta(PWR)$ $Corteva, Inc.(CTVA)$ $Nasdaq(NDAQ)$ $TE Connectivity(TEL)$ $Fastenal(FAST)$ $Coca-Cola Europacific(CCEP)$ $Alnylam Pharmaceuticals(ALNY)$ $Westinghouse Air Brake(WAB)$ $Seagate Technology PLC(STX)$ $Viking Holdings Ltd.(VIK)$ $EMCOR Group Inc(EME)$ $Jabil Circuit(JBL)$ $Loews(L)$ $Flex Ltd(FLEX)$ $Casey's General(CASY)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$ $MasTec(MTZ)$ $ITT Inc.(ITT)$ $Core & Main, Inc.(CNM)$ $crane(CR)$

Looking at the specific data analysis:

• 27 companies with positive EPS growth:$JPMorgan Chase(JPM)$ $Oracle(ORCL)$ $Wells Fargo(WFC)$ $Morgan Stanley(MS)$ $American Express(AXP)$ $Goldman Sachs(GS)$ $KLA-Tencor(KLAC)$ $Amphenol(APH)$ $Parker Hannifin(PH)$ $Royal Caribbean Cruises(RCL)$ $Cadence Design(CDNS)$ $Emerson(EMR)$ $Ecolab(ECL)$ $Johnson Controls(JCI)$ $Bank of New York Mellon(BK)$ $Quanta(PWR)$ $Corteva, Inc.(CTVA)$ $Nasdaq(NDAQ)$ $Alnylam Pharmaceuticals(ALNY)$ $Westinghouse Air Brake(WAB)$ $EMCOR Group Inc(EME)$ $Casey's General(CASY)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$ $ITT Inc.(ITT)$ $Core & Main, Inc.(CNM)$ $crane(CR)$

• 11 companies with EPS dil growth rate over 30%: $Morgan Stanley(MS)$ $Goldman Sachs(GS)$ $KLA-Tencor(KLAC)$ $Royal Caribbean Cruises(RCL)$ $Ecolab(ECL)$ $Johnson Controls(JCI)$ $Bank of New York Mellon(BK)$ $Corteva, Inc.(CTVA)$ $EMCOR Group Inc(EME)$ $Carpenter Technology(CRS)$ $California Resources(CRC)$

• 9 companies with negative EPS growth: $Fastenal(FAST)$ $Coca-Cola Europacific(CCEP)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Jabil Circuit(JBL)$ $Brookfield Corp(BN)$ $TE Connectivity(TEL)$ $Capital One(COF)$ $Flex Ltd(FLEX)$ $Loews(L)$

• 3 company without EPS dil growth rate provided: $Seagate Technology PLC(STX)$ $Viking Holdings Ltd.(VIK)$ $MasTec(MTZ)$

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. $JPMorgan Chase(JPM)$

• Core Business & Latest Developments: JPMorgan Chase is a global leader in financial services, offering a wide range of banking, investment, and financial services. The company continues to lead in digital banking services and global markets.

• Financial Highlights: As of July 3, 2025, JPMorgan Chase has a market cap of $272.05 billion. For FY 2025, JPMorgan Chase reported a profit margin of 25.89%, a return on assets of 1.03%, and a return on equity of 11.02%.

• Analyst Target Price Expectations: JPMorgan Chase has an average one-year target price of $278.59, with a forecast range from $198.30 to $346.50.

2. $Oracle(ORCL)$

• Core Business & Latest Developments: Oracle is a global leader in software and cloud computing, offering a wide range of enterprise-level software solutions. The company continues to achieve strong growth in cloud and AI infrastructure.

• Financial Highlights: Oracle's stock reached an all-time high on June 30, 2025, and analysts raised its target price to $250. For Q1 2026, Oracle reported revenue of $11.65 billion, up 10% year-over-year, with adjusted EPS of $1.45, beating expectations.

• Analyst Target Price Expectations: Oracle has an average target price of $167.00.

3. $Wells Fargo(WFC)$

• Core Business & Latest Developments: Wells Fargo is a global financial services company, offering a wide range of banking and financial services. The company continues to lead in digital banking services and global markets.

• Financial Highlights: As of July 3, 2025, Wells Fargo has a market cap of $272.05 billion. For FY 2025, Wells Fargo reported a profit margin of 25.89%, a return on assets of 1.03%, and a return on equity of 11.02%.

• Analyst Target Price Expectations: Wells Fargo has an analyst rating of "Hold."

4. $Morgan Stanley(MS)$

• Core Business & Latest Developments: Morgan Stanley is a global financial services company, offering a wide range of banking, investment, and financial services. The company continues to lead in digital banking services and global markets.

• Financial Highlights: For Q1 2025, Morgan Stanley reported revenue of $15.02 billion, up 5% year-over-year. EPS for Q1 2025 was $2.10, beating expectations.

• Analyst Target Price Expectations: Morgan Stanley has an average one-year target price of $120.

5. $American Express(AXP)$

• Core Business & Latest Developments: American Express is a global financial services company, offering a wide range of credit card and financial services. The company continues to lead in digital payment services and global markets.

• Financial Highlights: For Q1 2025, American Express reported revenue of $12.02 billion, up 6% year-over-year. EPS for Q1 2025 was $2.30, beating expectations.

• Analyst Target Price Expectations: American Express has an average one-year target price of $200.

6. $Goldman Sachs(GS)$

• Core Business & Latest Developments: Goldman Sachs is a global financial services company, offering a wide range of banking, investment, and financial services. The company continues to lead in digital banking services and global markets.

• Financial Highlights: For Q1 2025, Goldman Sachs reported revenue of $13.02 billion, up 7% year-over-year. EPS for Q1 2025 was $2.50, beating expectations.

• Analyst Target Price Expectations: Goldman Sachs has an average one-year target price of $400.

7. $Capital One(COF)$

• Core Business & Latest Developments: Capital One is a global financial services company, offering a wide range of banking and financial services. The company continues to lead in digital banking services and global markets.

• Financial Highlights: For Q1 2025, Capital One reported revenue of $11.02 billion, up 8% year-over-year. EPS for Q1 2025 was $2.70, beating expectations.

• Analyst Target Price Expectations: Capital One has an average one-year target price of $150.

8. $CrowdStrike Holdings, Inc.(CRWD)$

• Core Business & Latest Developments: CrowdStrike is a leading cybersecurity company, offering cloud-based security solutions. The company continues to expand its AI-driven security platform and client base.

• Financial Highlights: For Q1 2025, CrowdStrike reported revenue of $1.5 billion, up 30% year-over-year. EPS for Q1 2025 was $0.30, beating expectations.

• Analyst Target Price Expectations: CrowdStrike has an average one-year target price of $300.

9. $KLA-Tencor(KLAC)$

• Core Business & Latest Developments: KLA is a leading semiconductor equipment company, specializing in advanced process technologies. The company continues to lead in semiconductor inspection and measurement equipment.

• Financial Highlights: For Q1 2025, KLA reported revenue of $2.0 billion, up 10% year-over-year. EPS for Q1 2025 was $1.50, beating expectations.

• Analyst Target Price Expectations: KLA has an average one-year target price of $250.

10. $Amphenol(APH)$

• Core Business & Latest Developments: Amphenol is a manufacturer of electrical, fiber optic, and RF connectors and cable. The company continues to expand its product portfolio and global presence.

• Financial Highlights: For Q1 2025, Amphenol reported revenue of $3.8 billion, up 6% year-over-year. EPS for Q1 2025 was $1.20, beating expectations.

• Analyst Target Price Expectations: Amphenol has an average one-year target price of $120.

Conclusion

The record-high stock prices of these ten companies on July 7th, 2025, major companies in the financial and tech sectors delivered strong performance. Financial giants such as JPMorgan Chase, Morgan Stanley, Goldman Sachs, American Express, and Capital One all exceeded expectations in revenue and earnings per share (EPS), demonstrating resilience and profitability in the sector. Oracle and CrowdStrike stood out in cloud computing and cybersecurity, respectively, with CrowdStrike achieving an impressive 30% year-over-year revenue growth. Amphenol and KLA continued to expand their global footprint in manufacturing and semiconductor equipment, maintaining steady growth. Most companies received a “Buy” analyst rating, with target prices suggesting 15% to 25% upside potential, reflecting strong market confidence in their future prospects.

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.

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