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Earnings 23 July 2025

Ondas stock (ONDS) steady with $406 million H2 revenue milestone ahead
Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

In a whirlwind 48 hours, U.S. stocks notched fresh record highs on trade-war relief and a blitz of corporate earnings surprises. Investors navigated tariff breakthroughs, dramatic earnings beats and misses across sectors, and signals from the Fed – all culminating in broad market gains. Major indexes rallied to all-time peaks as optimism over new U.S. trade deals offset lingering inflation fears. Meanwhile, earnings season delivered both home-run results and disappointments, keeping traders on their toes. Below we break down all the key developments – from surging automakers and homebuilders to slumping chipmakers – with expert insights and executive commentary along the way.
23 July 2025
AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Major AI chipmakers saw dramatic moves in July 2025 amid booming demand and favorable policy news. Nvidia – now the world’s most valuable semiconductor firm – got a boost mid-month when the U.S. government reversed an export ban on advanced AI chips to China as part of a rare earth trade deal reuters.com reuters.com. Nvidia said it is applying for licenses to resume selling its H20 GPUs to Chinese customers and has been assured approvals are coming reuters.com. This marked a U-turn from an April ban that Nvidia warned would cost it up to $15 billion in lost revenue reuters.com reuters.com. Nvidia’s stock jumped about 4% on the news, as Chinese tech firms reportedly rushed to order the H20 chips – a slightly curbed version of its flagship AI processor – now back on the menu reuters.com reuters.com. Nvidia CEO Jensen Huang, visiting Beijing, argued that denying China access risked eroding Nvidia’s global leadership, noting the H20 works with Nvidia’s standard AI software tools even if its peak performance is dialed down reuters.com reuters.com.
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 88 / 100
#5 BUY THE RESET

Ferguson

NYSE: FERG 86 / 100
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Editorial model selection. Not personalised advice.