Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices

For Immediate Release

Chicago, IL – July 18, 2025– Today, Zacks Investment Ideas feature highlights Microsoft's MSFT, Nvidia NVDA, Alphabet GOOGL, Arm Holdings ARM and Advanced Micro Devices AMD.

2025: Wall Street's Ascent Up the Wall of Worry

No two years on Wall Street are the same. However, 2025 is an extreme example of how one year can differ from the next. 2024 was marked by a dovish Federal Reserve board and a slow grind higher in the major market indices.

2025 started with a returning administration in Washington DC (albeit four years later), the 'DeepSeek' scare, and the 'Liberation Day' fallout. First, a Chinese company released the 'DeepSeek" chatbot, which had similar performance to OpenAI and Microsoft's wildly popular 'ChatGPT' large language model, and was allegedly 'trained' at a fraction of the cost, suggesting that the company had found the holy grail of AI.

In the following weeks, AI leaders such as Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices would suffer swift losses as China threatened to take the lead in the high-stakes race for artificial intelligence supremacy. Then, on April 2^nd, President Donald Trump announced a sweeping package of tariffs on hundreds of countries, accelerating the losses and sending stocks into bear market territory.

On April 9^th, President Trump announced a 90-day pause on 'reciprocal tariffs and stocks soared. Since then, stocks reacted positively to a preliminary and unexpected trade deal between the US and its largest trading partner, China. Finally, despite rampant investor fears, stocks exhibited resilience and shook off a targeted US attack on Iranian nuclear plants.

3 Trading Takeaways from 2025

Savvy investors understand that there are always lessons to be learned. Three of my key takeaways include:

1. Time Heals on Wall Street: Whether it was DeepSeek or the tariff fallout, the US market tends to shake off bad news as time passes.

2. Headlines can be a Distraction: Nearly every economist on Wall Street predicted that the Trump tariff policy would cause rampant inflation. In reality, the inflation rate is hovering near its lowest level in multiple years.

3. Price Action is Truth: The 21-day moving average is a fantastic intermediate-term guide for investors. In the first part of the year, it warned investors to stay out of the market. However, once the market regained the 21-day moving average, it never looked back.

Bottom Line

It's been a turbulent year, but 2025 has once again proven Wall Street's ability to climb the proverbial "wall of worry." From the initial DeepSeek shock and the tariff scares, the market has demonstrated remarkable resilience.

Research Chief Names "Single Best Pick to Double"

From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.

This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.

Free: See Our Top Stock And 4 Runners Up

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.

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