The Stock Market Has Bounced Back to New Highs. 55 Picks From Our Roundtable Pros.
The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.
AMD – AI chip leader
Amazon – Cloud & retail growth
Alphabet (Google) – AI & search dominance
Meta Platforms – Advertising rebound
Microsoft – Cloud, AI potential
Berkshire Hathaway – Defensive compounder
Eli Lilly – Obesity drug boost
Novo Nordisk – Strong GLP-1 pipeline
Taiwan Semi (TSMC) – Foundry leader
Samsung – Memory chip recovery
Nvidia – AI GPU king
Visa – Global payments exposure
Mastercard – Strong pricing power
Schlumberger (SLB) – Oil services play
Freeport-McMoRan – Copper demand bet
Chevron – Energy value
Exxon Mobil – Steady cash flows
Shell – Dividend and value
JPMorgan Chase – Best-in-class bank
Bank of America – Rate upside
Morgan Stanley – Wealth management focus
Constellation Brands – Alcohol margin growth
Netflix – Ad-supported tier potential
Disney – Restructuring upside
Ferrari – Luxury performance
Baidu – Undervalued Chinese tech
Alibaba – E-commerce turnaround
BYD – EV leader in China
Stellantis – Cheap auto stock
Uber – Profitability inflection
Booking Holdings – Travel recovery
Airbnb – Global travel demand
American Tower – 5G tower growth
Equinix – Data center REIT
CrowdStrike – Cybersecurity growth
Palo Alto Networks – Cyber leader
Salesforce – Enterprise SaaS strength
ServiceNow – Workflow automation
Adobe – Design software moat
Intuit – Small biz solutions
Oracle – Cloud infrastructure pivot
ASML – EUV tech dominance
Arm Holdings – Chip IP model
Spotify – User growth potential
LVMH – Luxury global exposure
Hermès – High-margin luxury
L’Oréal – Beauty leadership
Heineken – Global beverage strength
Nestlé – Consumer staple stability
Unilever – Brand power
Procter & Gamble – Defensive giant
Coca-Cola – Consistent dividend
PepsiCo – Diversified beverages
Walmart – Retail giant
Costco – Membership model strength