Despite more tariff and trade tensions, stock markets rallied this week, with both the S&P 500 and Nasdaq reaching fresh all-time highs. Nvidia led the charge and became the first U.S. company to surpass a $4 trillion market capitalization.

All eyes now turn to the upcoming earnings season, which begins in earnest next week with major banks set to report. Wall street loves earnings season and the opportunity to spin narratives about why companies beat or miss their estimates by immaterial amounts.

Investors should stay disciplined and not be swayed by these narratives during this critical time. Making money during earnings season is more about knowing who is going to beat or miss BEFORE they report earnings.

To that end, we hosted a special training this week to show how you can find the five stocks most likely to beat earnings estimates and the five stocks most likely to miss earnings estimates. We explain, in detail, how you can use our Financial Analyst AI agent to identify the best stocks to own or sell during earnings season. Stay ahead of the game this earnings season with these ten stocks.

We are also hosting our monthly Ideas Dinner, available only to Pro & Institutional members, Tuesday July 15th at 3:00pm Central Time. If you’re a Pro member or above, don’t miss the chance to join; this is where some of our best investment ideas have surfaced.

Check out our published research from this week to see the edge we provide!

FREE Stock Pick: We shared a free stock pick from our Most Attractive Stocks Model Portfolio and a free stock pick from our Most Dangerous Stocks Model Portfolio. 

Our latest Long Idea features a company which benefits from long-term industry tailwinds, has industry leading profitability, provides high capital return backed by ample cash flows, and its stock is cheap.

We kicked off our quarterly analysis of each sector with our Sector Rankings for 3Q25.

On the Model Portfolio front, we published performance updates for both our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios, both of which outperformed their respective benchmarks by double digits since 2021.

Talking about superior stock picking, we ranked #1 for stock picking on SumZero in multiple categories once again in July 2025, which marks the 49th straight month of ranking #1 in multiple categories.

Last but not least, we enhanced our website to improve the experience for all of our members. We added more research to our Rating Breakdown page, and we updated our Portfolios page with new features. These updates are live, and members can enjoy these new tools and research anytime!

Links to all our newly published research are below along with a preview for next week’s research.

We hope you had a great week!

Long Idea: A Toll Worth Paying

Members can read the latest Long Idea here.

Ideas Dinner – Pro & Institutional Only Webinar – July 15 at 3:00pm CT

3Q25 Sector Rankings

Focus List Stocks: Long Performance 1H25

Focus List Stocks: Short Performance 1H25

#1-Ranked Stock Picker on SumZero Again!

Free Stock Pick from Most Attractive Stocks Model Portfolio

Free Stock Pick from Most Dangerous Stocks Model Portfolio

New Features: Portfolio Page Enhancements

Adding More Research to the Rating Breakdown Page: ROTIC and Shares Outstanding

Danger Zone Podcast: 6/30/25: Why This Auto Business Is Back in the Danger Zone

Upcoming Research