To The Moon

As of Monday's market close, $Dow Jones(.DJI)$ gained 0.20%, $S&P 500(.SPX)$ increased 0.14%, and $NASDAQ(.IXIC)$ gained 0.27%, showed minor gains of the market. Data from TradingView shows that 26 companies with a market cap of over $10 billion have reached new highs.

Trade Policy Developments: Trump announced a 30% tariff on the EU and Mexico, effective August 1. The EU stated it will delay countermeasures until early August while seeking negotiations. The U.S. also imposed a 17.09% anti-dumping duty on Mexican tomatoes, which may contribute to rising food inflation. Trump threatened to impose "severe tariffs" on Russia if no peace deal is reached within 50 days.

Economic Data and Monetary Policy: Markets are focused on the June CPI data (to be released on July 15), with core CPI expected to rise 3% year-over-year. Attention is on whether tariffs will further fuel inflation. Trump’s threat to fire Fed Chair Jerome Powell has raised concerns. Deutsche Bank warned that if this materializes, it could trigger a selloff in the U.S. dollar and Treasuries.

Bitcoin Surge: Bitcoin surpassed $120,000, hitting a new all-time high and driving gains in crypto-related stocks.

According to TradingView, on Monday, there were 26 stocks with market value over $10B that saw prices hit all time high.

Below are the TOP 10 stocks with analyst rating of buy and ranked by market value: $Palantir Technologies Inc.(PLTR)$ $RTX Corp(RTX)$ $BlackRock(BLK)$ $GE Vernova Inc.(GEV)$ $Amphenol(APH)$ $Trane Technologies PLC(TT)$ $Royal Caribbean Cruises(RCL)$ $TransDigm(TDG)$ $Robinhood(HOOD)$ $Bank of New York Mellon(BK)$

The rest of the 16 stocks are: $Hilton(HLT)$ $Quanta(PWR)$ $Fastenal(FAST)$ $Interactive Brokers(IBKR)$ $Viking Holdings Ltd.(VIK)$ $Teledyne(TDY)$ $EMCOR Group Inc(EME)$ $Cboe Global Markets, Inc(CBOE)$ $Tapestry Inc.(TPR)$ $Rocket Lab USA, Inc.(RKLB)$ $US Foods Holding Corp(USFD)$ $Credo Technology Group Holding Ltd(CRDO)$ $Performance Food(PFGC)$ $Liberty Broadband Corp(LBDAV)$ $Houlihan Lokey(HLI)$ $Aramark(ARMK)$

Looking at the specific data analysis:

• 19 companies with positive EPS growth: $Palantir Technologies Inc.(PLTR)$ $RTX Corp(RTX)$ $BlackRock(BLK)$ $Amphenol(APH)$ $Trane Technologies PLC(TT)$ $Royal Caribbean Cruises(RCL)$ $TransDigm(TDG)$ $Robinhood(HOOD)$ $Bank of New York Mellon(BK)$ $Hilton(HLT)$ $Quanta(PWR)$ $Fastenal(FAST)$ $Interactive Brokers(IBKR)$ $EMCOR Group Inc(EME)$ $Cboe Global Markets, Inc(CBOE)$ $Tapestry Inc.(TPR)$ $US Foods Holding Corp(USFD)$ $Liberty Broadband Corp(LBDAV)$ $Houlihan Lokey(HLI)$

• 8 companies with EPS dil growth rate over 30%: $Palantir Technologies Inc.(PLTR)$ $RTX Corp(RTX)$ $Royal Caribbean Cruises(RCL)$ $Robinhood(HOOD)$ $Bank of New York Mellon(BK)$ $Hilton(HLT)$ $EMCOR Group Inc(EME)$ $Houlihan Lokey(HLI)$

• 4 companies with negative EPS growth: $Teledyne(TDY)$ $Rocket Lab USA, Inc.(RKLB)$ $Performance Food(PFGC)$ $Aramark(ARMK)$

• 3 company without EPS dil growth rate provided: $GE Vernova Inc.(GEV)$ $Viking Holdings Ltd.(VIK)$ $Credo Technology Group Holding Ltd(CRDO)$

The following is a compilation of key drivers behind the record-high stock prices of the top 10 companies, based on publicly available information. This is for discussion purposes only.

1. $Palantir Technologies Inc.(PLTR)$

• Core Business & Latest Business Developments: Palantir delivers enterprise-grade AI and data-analytics platforms (Foundry, Gotham, AIP) that help governments and corporations turn complex data into decisions. Recent moves include expanded U.S. Army contracts, new NATO partnerships, and the launch of Warp-Speed manufacturing programs.

• Financial Highlights: Q1 2025 net income rose sharply to $209 million, adjusted EBITDA reached $400 million, and diluted EPS climbed to $0.09.

• Analyst Target Price Expectations: Street targets range from $40 to $160, clustering around a consensus of ~$125

2. $RTX Corp(RTX)$

• Core Business & Latest Business Developments: RTX is a global aerospace & defense conglomerate operating Collins Aerospace, Pratt & Whitney, and Raytheon segments, focusing on advanced engines, avionics, and missile systems amid rising global defense demand.

• Financial Highlights: Q1 2025 net income reached $1.7 billion, adjusted EBITDA was $4.1 billion, and diluted EPS increased to $1.47.

• Analyst Target Price Expectations: Consensus target is ~$140 (range $125–$160), implying mid-teens upside on strong backlog and margin expansion guidance.

3. $BlackRock(BLK)$

• Core Business & Latest Business Developments: BlackRock is the world’s largest asset manager, leveraging ETFs, active strategies, and the Aladdin risk platform while expanding into digital-asset custody and ESG data services.

• Financial Highlights: Q1 2025 net income grew to $1.7 billion, adjusted EBITDA hit $2.4 billion, and diluted EPS rose to $11.30.

• Analyst Target Price Expectations: Average target is ~$1,050 (range $980–$1,200), reflecting 12 % upside on expected fee growth and rising AUM.

4. $GE Vernova Inc.(GEV)$

• Core Business & Latest Business Developments: GE Vernova is a pure-play energy-transition company focused on grid solutions, renewable power, and hydrogen-ready turbines, with new battery-storage orders and offshore-wind deployments.

• Financial Highlights: FY 2024 net income reached $1.2 billion, adjusted EBITDA was $2.8 billion, and diluted EPS rose to $2.10.

• Analyst Target Price Expectations: Consensus target is ~$285 (range $250–$330), implying 18 % upside on electrification demand and margin expansion.

5. $Amphenol(APH)$

• Core Business & Latest Business Developments: Amphenol manufactures high-performance interconnect and sensor solutions for communications, automotive, aerospace, and industrial markets, expanding EV-charging and 5G antenna offerings.

• Financial Highlights: Q1 2025 net income grew to $520 million, adjusted EBITDA reached $720 million, and diluted EPS advanced to $0.83.

• Analyst Target Price Expectations: Average target is ~$130 (range $115–$145), suggesting 15 % upside on secular data-center and EV growth.

6. $Trane Technologies PLC(TT)$

• Core Business & Latest Business Developments: Trane is a global climate-innovation leader providing HVAC, refrigeration, and energy-management solutions, scaling heat-pump deployments and grid-interactive building services.

• Financial Highlights: FY 2024 net income hit $1.9 billion, adjusted EBITDA reached $2.6 billion, and diluted EPS climbed to $8.50.

• Analyst Target Price Expectations: Consensus target is ~$350 (range $320–$380), implying 14 % upside on decarbonization tailwinds.

7. $Royal Caribbean Cruises(RCL)$

• Core Business & Latest Business Developments: Royal Caribbean operates premium cruise brands worldwide, launching Icon-class ships, record load factors, and expanded private-destination offerings.

• Financial Highlights: FY 2024 net income reached $2.3 billion, adjusted EBITDA hit $4.7 billion, and diluted EPS rose to $9.00.

• Analyst Target Price Expectations: Average target is ~$220 (range $200–$245), indicating 12 % upside on robust forward bookings.

8. $TransDigm(TDG)$

• Core Business & Latest Business Developments: TransDigm designs proprietary aerospace components, focusing on aftermarket parts and strategic acquisitions amid record flight-hour recovery.

• Financial Highlights: FY 2024 net income climbed to $1.4 billion, adjusted EBITDA reached $2.9 billion, and diluted EPS advanced to $25.00.

• Analyst Target Price Expectations: Average target is ~$1,400 (range $1,250–$1,550), suggesting 10 % upside on sustained aftermarket demand.

9. $Robinhood(HOOD)$

• Core Business & Latest Business Developments: Robinhood is a commission-free trading and fintech platform expanding into crypto, retirement accounts, and international markets while improving monetization.

• Financial Highlights: Q1 2025 net income rebounded to $135 million, adjusted EBITDA reached $220 million, and diluted EPS recovered to $0.16.

• Analyst Target Price Expectations: Consensus target is ~$35 (range $28–$42), implying 25 % upside on user growth and fee expansion.

10. $Bank of New York Mellon(BK)$

• Core Business & Latest Business Developments: BNY Mellon is a leading global custodian, asset-servicer, and digital-asset custodian, expanding ESG data services and fee-rate optimization.

• Financial Highlights: FY 2024 net income totaled $3.6 billion, adjusted EBITDA reached $5.1 billion, and diluted EPS rose to $4.50.

• Analyst Target Price Expectations: Average target is ~$70 (range $63–$78), indicating 8 % upside on stable fee growth and rising rates.

Conclusion

The record-high stock prices of these ten companies on July 14th, 2025, companies across defense, tech, finance, energy, and consumer sectors posted strong financial results, exceeding earnings expectations and signaling continued growth. Palantir, RTX, and BlackRock stood out with robust net incomes and strategic expansions into AI, defense, and digital assets. GE Vernova and Trane Technologies are riding the clean energy and decarbonization wave, while Amphenol and TransDigm benefit from EV and aerospace demand. Consumer-facing firms like Royal Caribbean and Robinhood showed solid rebounds, supported by record bookings and fintech innovation. Analyst targets reflect overall optimism, with several stocks showing double-digit upside potential—particularly Robinhood (25%) and GE Vernova (18%)—driven by sector tailwinds and margin expansion.

Call to Action

We invite you to explore these companies further and consider their potential impact on your investment portfolio or business strategy.

Join the conversation and share your insights on these market leaders. What do you think will be the next big trend driving their growth? Let us know in the comments below.

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