Kinda wild how a nuclear site strike gets treated like just another Tuesday on Wall Street.
Is this already priced in or are algo traders just ignoring geopolitics now?
Seems like already priced in. Iran’s move will be important. I saw a news that Iran attacked US bases in Syria, then realized it was from a local small news agency.
Indian media was happy to pick it up asap.
This Week’s Top 5 Stocks - Some of these jumped 20%+
AeroVironment (AVAV) : Shares surged by 20% following strong fourth-quarter results, with earnings per share climbing to $1.61 and a 40% increase in sales, reaching $275.1 million.
Bumble (BMBL) : Announced plans to lay off 30% of its workforce to cut costs by $40 million annually, leading to a 12% rise in share prices and raised revenue forecasts.
Palantir Technologies (PLTR) : Stock continues to climb, marking a 5.5-fold increase over the past year, bolstered by new ventures and expected changes in the FTSE Russell index.
BP (BP) : Shares jumped 8% following reports of Shell’s acquisition talks, with rumors of a potential $80 billion takeover in preliminary stages.
BlackBerry (BB) : Stocks leaped by up to 20.6% following strong first-quarter earnings, raised revenue forecasts, and a share buyback program, fueled by growing demand in its cybersecurity services.
Micron (MU) : Beating earnings and revenue expectations and offering an upbeat forecast that exceeded analyst estimates.
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US stocks rise to the brink of a record and recover nearly all their 20% springtime drop
Nvidia which has been the poster child of the frenzy around artificial-intelligence technology, added 0.5%. It’s the most valuable company in the U.S. stock market after rushing 61% higher since April 8, towering over the S&P 500’s gain of 23%.
Another AI darling, Super Micro Computer, rose 5.7% to bring its gain since April 8 to 55%.
Read more: US stocks rise to the brink of a record and recover nearly all their 20% springtime drop
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Is this bull run over for now? Most AI, Semiconductor stocks have breached their previous ATH and their RSI is now close to 75. Shouldn’t they and the NASDAQ start correcting from Monday?
How much do you expect the AI stocks to correct by?
Read: Nvidia, Palantir, Microsoft, AMD (at resistance level)
Do you expect money to now flow into more beaten down or laggard stocks like Google, Apple, Amazon, Salesforce?
Or non-tech giants like Walmart, HD, Pepsi have a better chance of recovering now?
Any other stocks which you see going up next week?
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Yes Google earnings are around the corner… may touch ath or more
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Do you think this will affect Tesla stocks today?
A “Big” US–India trade deal is brewing, and markets are watching closely.
India’s tech, infra, and energy sectors could see a tailwind.
US firms betting on India for supply chain, AI, and defense deals.
Agriculture, Pharma and FMCG stocks can gain more. US stocks likely will gain more from the deal than Indian stocks in my opinion. Wise to invest directly in US stocks.
The U.S. dollar just gained ground against the yen and British pound as global investors shifted back to USD amid economic jitters and rate differentials.
NVIDIA Corporation (NVDA) has seen its market capitalization surpass $4 trillion , driven by robust demand for its AI hardware and chips. The company is also planning a significant expansion of its operations in Israel to meet increasing demand for AI data centers.
Read more: insights.vestedfinance.com/nvda/nvidia_market_cap_exceeds_4_trillion_expands_israel_operations.html
Earnings Season is Here: Will the Bull Run Continue?
The S&P 500 and Nasdaq are at record highs, but dark clouds loom — higher tariffs, rising deficits, and global tensions. Yet, investors are betting big on Q2 earnings to keep the rally alive.
Tech giants are still riding the AI wave (Nvidia just crossed $4T 
), and analysts believe corporate earnings might beat expectations.
“AI is the internet on steroids,” says Mary Ann Bartels, who sees the S&P hitting 7,000 this year if innovation continues to drive profits.
Big banks like JPMorgan, Citi & Goldman kick off earnings this week. What they say about the economy, hiring, and tech investments will set the tone for H2.
Some fund managers are now favoring European equities over the US — are you diversified enough?
Will earnings save the rally or is a pullback coming?** 
What I’m most curious about is how much companies are investing in AI infra and productivity tools. If we see strong capex numbers, especially from industrials and tech, it signals confidence in future growth — which may justify the high valuations. Otherwise, the market feels priced for perfection.
How to diversify in European stocks from India. Any idea?
### Top 10 Undervalued Stocks Based On Cash Flows In The US
(Date: Early July 2025)
| Name | Current Price | Fair Value (Est) | Discount (Est) |
|---|---|---|---|
| Verra Mobility (VRRM) | $25.65 | $50.98 | 49.7% |
| UMH Properties (UMH) | $17.34 | $34.40 | 49.6% |
| SharkNinja (SN) | $107.24 | $210.61 | 49.1% |
| Roku (ROKU) | $88.27 | $173.98 | 49.3% |
| Privia Health Group (PRVA) | $22.11 | $43.37 | 49% |
| MAC Copper (MTAL) | $12.03 | $23.79 | 49.4% |
| Insteel Industries (IIIN) | $39.23 | $76.74 | 48.9% |
| Carter Bankshares (CARE) | $18.25 | $35.50 | 48.6% |
| Atlantic Union Bankshares (AUB) | $33.54 | $65.94 | 49.1% |
| Acadia Realty Trust (AKR) | $18.64 | $36.44 | 48.8% |
Source: Undervalued Stock Estimates For Consideration In July 2025
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