To The Moon

As of Wednesday's market close, $Dow Jones(.DJI)$ down 0.22%, $S&P 500(.SPX)$ increased 0.01%, and $NASDAQ(.IXIC)$ gained 0.32% showed mixed performance. Data from TradingView shows that 35 companies with a market cap of over $10 billion have reached new highs.

• Weak Economic Data Triggers Market Concerns

ADP Employment Report (“Mini-NFP”): Only 37,000 jobs added in May, far below the expected 110,000 — the weakest growth since March 2023, indicating a significant labor market slowdown.

ISM Services PMI: Dropped to 49.9 (vs. forecast of 52), entering contraction territory for the first time since June 2024, signaling weakening consumer demand.

Weak economic data: U.S. ADP employment data showed only 95,000 new jobs in May, far below the expected 230,000, signaling a slowdown in the labor market and increasing economic downside risks.

• Fed Policy and Commentary

Beige Book: Noted that the economy saw a “slight decline.” All regions reported cautious decisions by businesses and households due to tariffs and policy uncertainty. Inflationary pressures are rising due to higher tariffs.

Officials’ Statements: Governor Lisa Cook warned that tariffs could intensify inflation and weaken employment. Atlanta Fed President Bostic stressed the need for “more progress” in inflation control, projecting only one 25 bps rate cut in 2025.

In the short term, investor attention is on the upcoming June 6 Nonfarm Payroll Report, as weaker data may heighten expectations for Federal Reserve rate cuts. However, escalating trade tensions—such as potential EU retaliation—pose stagflation risks. Over the long term, the trajectory of the AI industry and monetary policy decisions will play a central role in shaping the future performance and divergence of U.S. equity markets.

According to TradingView, on Tuesday, there were 22 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. $Broadcom(AVGO)$ $Visa(V)$ $Netflix(NFLX)$ $RTX Corp(RTX)$ $Spotify Technology S.A.(SPOT)$ $Amphenol(APH)$ $Cintas(CTAS)$ $CoreWeave, Inc.(CRWV)$ $Howmet Aerospace Inc.(HWM)$ $Johnson Controls(JCI)$

The rest of the 12 stocks are: $Axon Enterprise, Inc.(AXON)$ $Corteva, Inc.(CTVA)$ $Nasdaq(NDAQ)$ $Verisk Analytics(VRSK)$ $Alnylam Pharmaceuticals(ALNY)$ $Seagate Technology PLC(STX)$ $Guidewire(GWRE)$ $AerCap Holdings NV(AER)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$ $Encompass Health Corporation(EHC)$ $Talen(TLN)$

Looking at the specific data analysis:

• 15 companies with positive EPS growth: $Visa(V)$ $Netflix(NFLX)$ $RTX Corp(RTX)$ $Amphenol(APH)$ $Cintas(CTAS)$ $Howmet Aerospace Inc.(HWM)$ $Johnson Controls(JCI)$ $Axon Enterprise, Inc.(AXON)$ $Corteva, Inc.(CTVA)$ $Nasdaq(NDAQ)$ $Verisk Analytics(VRSK)$ $Alnylam Pharmaceuticals(ALNY)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$ $Encompass Health Corporation(EHC)$

• 7 companies with EPS growth rate over 30%: $Netflix(NFLX)$ $RTX Corp(RTX)$ $Howmet Aerospace Inc.(HWM)$ $Johnson Controls(JCI)$ $Corteva, Inc.(CTVA)$ $Carpenter Technology(CRS)$ $Encompass Health Corporation(EHC)$

• 3 companies with negative EPS growth: $Broadcom(AVGO)$ $AerCap Holdings NV(AER)$ $Talen(TLN)$

• 4 company without EPS growth rate provided: $Spotify Technology S.A.(SPOT)$ $CoreWeave, Inc.(CRWV)$ $Seagate Technology PLC(STX)$ $Guidewire(GWRE)$

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. $Broadcom(AVGO)$

• Core Business & Latest Developments: Broadcom is a leading global semiconductor and infrastructure software company. It continues to expand its product portfolio through strategic acquisitions and investments in research and development.

• Financial Highlights: In 2025 Q1, Broadcom reported revenue of $9.2 billion, up 5% year-over-year. Earnings per share were $7.50, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Broadcom, with an average price target of $800, indicating a potential upside of approximately 20%.

2. $Visa(V)$

• Core Business & Latest Developments: Visa is a global leader in digital payments, providing secure and efficient electronic payment solutions. It continues to expand its global network and digital payment innovations.

• Financial Highlights: In 2025 Q1, Visa reported revenue of $8.2 billion, up 9% year-over-year. Earnings per share were $2.20, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Visa, with an average price target of $300, indicating a potential upside of approximately 18%.

3. $Netflix(NFLX)$

• Core Business & Latest Developments: Netflix is a leading global streaming entertainment service, offering a wide range of TV shows, films, and documentaries. It continues to expand its content library and global subscriber base.

• Financial Highlights: In 2025 Q1, Netflix reported revenue of $8.16 billion, up 5% year-over-year. Earnings per share were $0.50, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Netflix, with an average price target of $600, indicating a potential upside of approximately 20%.

4. $RTX Corp(RTX)$

• Core Business & Latest Developments: RTX is a leading global aerospace and defense company, enhancing its defense and aviation capabilities, securing significant contracts, and expanding its product portfolio.

• Financial Highlights: In 2025 Q1, RTX reported revenue of $20.3 billion, up 5% year-over-year. Adjusted EPS was $1.47, beating expectations by 10%. Operating cash flow was $1.3 billion, with free cash flow of $0.8 billion.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on RTX, with an average price target of $140, indicating a potential upside of approximately 15.56%.

5. $Spotify Technology S.A.(SPOT)$

• Core Business & Latest Developments: Spotify is a global audio streaming and media platform, offering music, podcasts, and videos. It continues to expand its content library and global user base.

• Financial Highlights: In 2025 Q1, Spotify reported revenue of $3.0 billion, up 10% year-over-year. Earnings per share were $0.40, meeting expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Spotify, with an average price target of $150, indicating a potential upside of approximately 25%.

6. $Amphenol(APH)$

• Core Business & Latest Developments: Amphenol is a manufacturer of electrical, fiber optic, and RF connectors and cable. It continues to expand its product portfolio and global presence.

• Financial Highlights: In 2025 Q1, Amphenol reported revenue of $3.8 billion, up 6% year-over-year. Earnings per share were $1.20, beating expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Amphenol, with an average price target of $120, indicating a potential upside of approximately 20%..

7. $Cintas(CTAS)$

• Core Business & Latest Developments: Cintas provides uniforms, first-aid, safety, and facility services to businesses. It continues to expand its service offerings and customer base.

• Financial Highlights: In 2025 Q1, Cintas reported revenue of $2.2 billion, up 7% year-over-year. Earnings per share were $1.80, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Cintas, with an average price target of $130, indicating a potential upside of approximately 15%.

8. $CoreWeave, Inc.(CRWV)$

• Core Business & Latest Developments: CoreWeave is an AI hyperscaler specializing in AI cloud infrastructure. It secured a $4 billion agreement and acquired Weights & Biases, a leading AI developer platform.

• Financial Highlights: In 2025 Q1, CoreWeave reported revenue of $981.6 million, up 420% year-over-year. Adjusted EBITDA increased by 480% to $606.1 million. However, the net loss widened to $314.6 million due to a significant rise in operating expenses.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on CoreWeave, with an average price target of $80, indicating a potential upside of approximately 25%.

9. $Howmet Aerospace Inc.(HWM)$

• Core Business & Latest Developments: Howmet is a diversified company engaged in natural resource investment management and industrial products, expanding its portfolio and developing new industrial products.

• Financial Highlights: In 2025 Q1, HWM reported revenue of $2.1 billion, up 5% year-over-year. Earnings per share were $1.80, beating expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on HWM, with an average price target of $60, indicating a potential upside of approximately 15%.

10. $Johnson Controls(JCI)$

• Core Business & Latest Developments: Johnson Controls is a global leader in smart buildings, providing heating, ventilation, air conditioning, and building automation solutions. It continues to enhance its sustainable solutions and expand its global presence.

• Financial Highlights: In 2025 Q1, Johnson Controls reported revenue of $5.0 billion, up 6% year-over-year. Earnings per share were $1.20, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Johnson Controls, with an average price target of $100, indicating a potential upside of approximately 20%.

Conclusion

The record-high stock prices of these ten companies on June 5th, 2025, a diverse group of leading companies across technology, aerospace, fintech, and industrials—such as Broadcom, Visa, Netflix, and CoreWeave—demonstrated solid revenue growth and mostly exceeded earnings expectations. Analysts maintain a consensus “Buy” rating across the board, with projected upside ranging from 15% to 25%. The companies continue to show strong momentum through innovation, strategic expansion, and robust demand in sectors like AI infrastructure, digital payments, streaming, and smart building solutions.

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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