Peakfolio Team
Jul 14, 2025
Between July 7 and July 14, stocks advanced as upbeat forecasts from major technology companies reignited investor enthusiasm ahead of a packed earnings calendar.
The Nasdaq surged to new summer highs, lifted by strong performance from chipmakers and cloud software names. Early earnings reports painted an encouraging picture, with profit margins showing resilience despite higher costs. The broader S&P 500 followed suit, while cyclical sectors such as energy and materials lagged behind amid weaker commodity demand.
Investors remain focused on the week ahead, with several key megacaps set to report results that could set the tone for the remainder of the quarter. Analysts noted that expectations are elevated, leaving little room for disappointment. For now, optimism around technology and innovation continues to offset macroeconomic uncertainty — a familiar dynamic driving markets through much of 2025.