:max_bytes(150000):strip_icc()/GettyImages-2222152113-065f937ecbb74c7ba9e064da82dff880.jpg "July Stocks to Watch: Top Picks")
July Stocks to Watch: Top Picks
- After a strong June, Advanced Micro Devices (AMD) faces high expectations as it prepares to release it's quarterly results later this month.The company's stock surged 28% in June,...
- Analysts have reacted positively. Piper Sandler raised its price target on AMD, calling 'Helios' pivotal for growth.
- Simultaneously occurring, solar stocks are bracing for a potential blow from the "One Big Lovely Bill" moving through Congress.
Navigate the volatile currents of the market with a deep dive into July’s top stock picks, focusing on AMD, solar stocks, and Ford. This month brings critical challenges: AMD’s enterprising AI strategy faces potential semiconductor tariffs, influencing the future of primary_keyword, while the solar sector grapples with evolving tax credit legislation. Ford, too, is under pressure, with investors keenly watching its earnings report for insights into the true impact of secondary_keyword. We break down the key developments, providing actionable insights for savvy investors. News Directory 3 delivers vital analysis to guide your investment decisions. Discover what’s next…
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AMD, Solar Stocks, and Ford Face July Challenges
Updated July 01, 2025
After a strong June, Advanced Micro Devices (AMD) faces high expectations as it prepares to release it’s quarterly results later this month.The company’s stock surged 28% in June, fueled by its Advancing AI event, where it unveiled a new graphics processing unit (GPU) to rival Nvidia’s Blackwell chips.AMD also announced its ‘Helios’ rack-scale system, set to compete with Nvidia’s Vera Rubin series starting in 2026.
Analysts have reacted positively. Piper Sandler raised its price target on AMD, calling ‘Helios’ pivotal for growth. Bank of America acknowledged Nvidia’s continued AI chip leadership but recognized AMD as the “next-best AI vendor.” However, potential semiconductor tariffs, under investigation by the Commerce Department at President trump’s request, could negatively affect the stock this month. Since the start of the year, AMD shares are up more then 17%.
Simultaneously occurring, solar stocks are bracing for a potential blow from the “One Big Lovely Bill” moving through Congress. The Senate version phases out tax credits for wind and solar projects by 2027, a less severe measure than the House bill, which repeals credits for projects not yet started within 60 days of enactment. A reconciled bill will soon reach President Trump. The Senate bill offers a slight advantage to U.S. manufacturers like First Solar (FSLR) by imposing new taxes on imported renewables equipment and additional penalties for projects using equipment from china.
Ford (F) is also set to report quarterly results late in July, with investors closely monitoring its guidance on the impact of tariffs on corporate earnings. the carmaker previously suspended its full-year guidance, citing tariff uncertainty, estimating a $2.5 billion hit but hoping to offset $1 billion. With tariffs on imported vehicles and auto parts now in effect, Ford’s results and financial projections should reveal the true cost. Ford shares rose 4.5% in June, bringing the year-to-date increase to nearly 10%.
what’s next
Market watchers will be paying close attention to AMD’s earnings report, developments around the “One Big Beautiful Bill” and Ford’s revised outlook to gauge the impact of tariffs and legislative changes on these key sectors.