Saturday, January 25, 2025

🌎 The Weekly Wrap-Up for 1/25/2025

Stocks rallied sharply this week, with the S&P 500 index hitting a new all-time high. One reason for the bullish sentiment was clarity about the Trump administration's initial tariff proposals, which are not as harsh as those floated prior to Trump’s inauguration. Investors are also cheering the pushback on regulations and the new president’s push for lower interest rates. HUpgrade to MarketBeat All Access to get early delivery, personalized stock alerts, portfolio monitoring tools, and more.  Start Your Free Trial.

January 25th, 2025

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The Weekly Wrapup

Stocks rallied sharply this week, with the S&P 500 index hitting a new all-time high. One reason for the bullish sentiment was clarity about the Trump administration's initial tariff proposals, which are not as harsh as those floated prior to Trump’s inauguration.

Investors are also cheering the pushback on regulations and the new president’s push for lower interest rates. However, lower rates may have to wait. The Federal Reserve meeting is next week, and analysts are putting the likelihood of a rate cut at nearly 0%. 

Next week will be one of the busiest weeks for earnings across all sectors. However, investors will get reports from closely watched technology stocks such as Meta Platforms Inc. (NASDAQ: META) and Apple Inc. (NASDAQ: AAPL).

It’s going to be a busy week, but that’s par for the course lately. You can count on the MarketBeat analysts to keep you updated on the stocks and stories that are moving the market. Here are some of our most popular stories from this week.

Articles by Jea Yu

In his first week in office, President Trump wasted no time being a disruptive presence in Washington, D.C. One of his more intriguing proposals was the creation of an External Revenue Service (ERS) to handle the collection of tariffs and fees from other nations, abolishing the Internal Revenue Service (IRS) and freeing Americans from income taxes. It’s far too early to know if this is more than just a political talking point, but Jea Yu pointed investors to three stocks to consider if the ERS becomes a reality.

Yu also helped investors understand two distinct opportunities among energy stocks. Specifically, Yu provides an analysis of Duke Energy Co. (NYSE: DUK), a regulated utility, and NRG Inc. (NYSE: NRG) that operates in deregulated energy markets.

Cell and gene therapy is one of the most tantalizing emerging sectors in the biotech industry. This week, Yu gave a breakdown of MaxCyte Inc. (NASDAQ: MXCT) and how its technology is crucial for the gene editing industry.

Articles by Thomas Hughes

“What stocks has Nancy Pelosi been buying?” has become a regular question among investors, and with good reason. Pelosi is the largest active investor in the U.S. Congress and has a solid track record. This week, Thomas Hughes looked at Pelosi’s latest AI investments and explained why Pelosi believes these may be profitable trades.

SoundHound AI Inc. (NASDAQ: SOUN) has been making a sour noise this year. SOUN stock is down approximately 35% in 2025. Hughes explained the reasons for the pullback, why the stock may move lower, and why long-term investors may see this as a buying opportunity.

A major story this week that rallied AI stocks was the announcement of a joint venture between OpenAI and Softbank, the Stargate Project, which is committing $500 billion to build next-gen AI-focused data centers in the United States. Hughes explained why this game-changing AI news is bullish for Oracle Inc. (NYSE: ORCL), which will play a key role in providing the technology critical to the buildout. 

Articles by Chris Markoch

Delivering quantum computers at scale is years away, but that isn’t stopping investors from piling into quantum computing stocks. This week, Chris Markoch analyzed three quantum computing stocks positioned to benefit today and into the future.

If you’re looking for a sector that might provide more immediate benefits, you may want to consider mining stocks, particularly those dealing with copper. Markoch explained why, despite short-term headwinds that led to a mixed earnings report, Freeport-McMoRan Inc. (NYSE: FCX) may be worth buying as it trades near its 52-week low.

Investors sometimes feel that $1,000 is too little to invest in blue-chip stocks like the Magnificent Seven. However, Markoch highlighted three Magnificent Seven stocks that still offer investors solid upside if they’re looking to start or add to a position.

Articles by Ryan Hasson

After a strong week like the one just passed, investors may wonder what stocks are worth chasing higher. This week, Ryan Hasson looked at three stocks in sectors showing strong momentum. This is usually a strong technical indicator that a breakout to new highs could be near. 

One of the most compelling applications of AI is in the healthcare field. With the industry already moving towards concepts like precision medicine, Hasson explained why this may be a good time to invest in Tempus AI Inc. (NASDAQ: TEM). The stock debuted in 2024 but is up 61% for the year after a 35% surge this week.

Hasson also looked at Palantir Technologies Inc. (NASDAQ: PLTR), one of the top-performing stocks in 2024. The company occupies a key position in the AI space. However, Hasson noted it may be hard for PLTR stock to repeat that performance as investors may be taking some profits on concerns over the stock’s lofty valuation.

Articles by Gabriel Osorio-Mazilli

When a stock has been beaten down, investors have to decide if the stock is ready to recover or a falling knife to avoid. This week, Gabriel Osorio-Mazilli explained why recent analyst sentiment is a good reason for Super Micro Computer Inc. (NASDAQ: SMCI) stock to be on investors’ shopping lists.

Osorio-Mazilli also explained this week why momentum traders may want to look at the transportation and industrial sectors. While the three stocks he provided may not be popular names for investors, they point to where the market is headed in 2025.

Many analysts predict that the market is on the verge of a significant breakout in 2025. If that’s the case, Osorio-Mazilli gave you three stocks that offer a solid risk-reward profile and explained the catalysts that can move each stock higher in the coming quarters. 

Articles by Leo Miller

The chip sector will continue to be an area that investors will want to watch in 2025. However, as 2024 showed, you have to be selective. This week, Leo Miller explained why, after a rough 2024, Qualcomm Inc. (NASDAQ: QCOM) may be set up for a strong run in 2025.

Netflix Inc. (NASDAQ: NFLX) has become a bellwether for the market. That’s because the streaming giant’s earnings report often provides clues as to the state of the consumer. This week, Miller recapped the company’s stellar earnings report and explained why it’s likely to lead to more upside for NFLX stock.

Buy-and-hold stocks often bring to mind steady but boring dividend payers. Miller explained why investors looking for forever stocks in 2025 need to look to where the action is and will be for years to come. Read his article to see his three buy-and-hold stock picks for long-term growth.

Articles by Nathan Reiff

Nuclear energy and quantum computing may be among the sectors most sought by investors looking for the next big thing. This week, Nathan Reiff gave investors three nuclear energy stocks with the potential for market-beating gains as demand for AI (and the energy to power it) continues to grow over the next decade or more. 

Even if the Federal Reserve doesn’t lower interest rates, 2025 is likely to be a better year for biotechnology stocks. As Reiff explained, many biotech companies were battered by high interest rates. However, with 2025 looking more stable, he offered three biotech names that risk-tolerant investors can consider.

After a record-breaking year in terms of new assets, investors continue to pile money into exchange-traded funds (ETFs). This week, Reiff analyzed two of the top-performing funds from 2024 and explained why they may be able to deliver a repeat performance in 2025.

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