To The Moon

As of Tuesday’s market close, $Dow Jones(.DJI)$ down 0.03%, $S&P 500(.SPX)$ increased 0.09%, and $NASDAQ(.IXIC)$ gained 0.31% showed mixed performance. Data from TradingView shows that 12 companies with a market cap of over $10 billion have reached new highs.

• Progress in China-U.S. Trade Talks

Positive Signals from London Talks: The first meeting of the China-U.S. economic and trade consultation mechanism entered its second day. U.S. Commerce Secretary Lutnick described the discussions as “productive,” raising market expectations that trade tensions may ease. Key Topics: Tariff adjustments, technology export controls, and rare earth trade regulations (China’s Ministry of Commerce emphasized that the new rare earth rules aim to “regulate exports” rather than retaliate).

• Inflation Expectations and Upcoming Data

Cooling Inflation Expectations: A New York Fed survey showed that in May, U.S. consumers’ one-year inflation expectations dropped to 3.2% (from 3.6%). Expectations for the three-year and five-year horizons also declined.

CPI Data Concerns: Goldman Sachs warned that tariffs could push core CPI up to 3.5% by year-end (compared to 2.8% in April). Markets are closely watching the May CPI data to be released on Wednesday.

• Fed Policy and Debt Risk

Delayed Rate Cut Expectations: Traders now expect the Fed to keep rates unchanged at its June 18 meeting, with only 44 basis points of rate cuts priced in for 2025.

Debt Ceiling Warning: The U.S. Congressional Budget Office (CBO) warned that government funds could run out as early as mid-August, increasing fiscal uncertainty.s 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.

In conclusion, China-U.S. trade talks in London showed encouraging progress, with discussions deemed "productive" and key issues like tariffs, tech export controls, and rare earth regulations on the table. Meanwhile, U.S. inflation expectations eased, though concerns remain as tariffs may push core CPI higher. Markets await May CPI data and expect no Fed rate cut in June, while a debt ceiling warning from the CBO adds to fiscal uncertainty.

According to TradingView, on Tuesday, there were 12 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. $Visa(V)$ $IBM(IBM)$ $RTX Corp(RTX)$ $Amphenol(APH)$ $Johnson Controls(JCI)$ $Nasdaq(NDAQ)$ $TE Connectivity(TEL)$ $Fastenal(FAST)$ $Corteva, Inc.(CTVA)$ $Jabil Circuit(JBL)$

The rest of the 2 stocks are: $Casey's General(CASY)$ $California Resources(CRC)$

Looking at the specific data analysis:

• 8 companies with positive EPS growth: $Visa(V)$ $RTX Corp(RTX)$ $Amphenol(APH)$ $Johnson Controls(JCI)$ $Nasdaq(NDAQ)$ $Corteva, Inc.(CTVA)$ $Casey's General(CASY)$ $California Resources(CRC)$

• 4 companies with EPS growth rate over 30%: $RTX Corp(RTX)$ $Johnson Controls(JCI)$ $Corteva, Inc.(CTVA)$ $California Resources(CRC)$

• 4 companies with negative EPS growth: $IBM(IBM)$ $TE Connectivity(TEL)$ $Fastenal(FAST)$ $Jabil Circuit(JBL)$

• No company without EPS growth rate provided

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. $Visa(V)$

• 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%.

2. $IBM(IBM)$

• Core Business & Latest Developments: IBM provides technology and consulting services, focusing on cloud computing, artificial intelligence, and enterprise software. The company has expanded its cloud and AI capabilities through partnerships and continues to focus on hybrid cloud and AI strategies.

• Financial Highlights: In 2025 Q1, IBM reported revenue of $14.54 billion, exceeding the expected $14.4 billion. Adjusted EPS was $1.60, beating the expected $1.40. GAAP gross profit margin was 55.2%, up 170 basis points, while operating gross profit margin (non-GAAP) was 56.6%, up 190 basis points. Net cash from operating activities was $4.4 billion, with free cash flow of $2.0 billion.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on IBM, with an average price target of $150, indicating a potential upside of approximately 15%.

3. $RTX Corp(RTX)$

• 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%.

4. $Amphenol(APH)$

• 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%.

5. $Johnson Controls(JCI)$

• 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%.

6. $Nasdaq(NDAQ)$

• Core Business & Latest Developments: Nasdaq is a leading global exchange operator and provider of financial technology solutions. It continues to expand its market services and technology offerings.

• Financial Highlights: In 2025 Q1, Nasdaq reported revenue of $3.2 billion, up 8% year-over-year. Earnings per share were $2.10, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Nasdaq, with an average price target of $220, indicating a potential upside of approximately 25%.

7. $TE Connectivity(TEL)$

• Core Business & Latest Developments: TE Connectivity is a global provider of electrical and fiber optic connectors, cables, and related solutions. It continues to expand its product portfolio and market presence.

• Financial Highlights: In 2025 Q1, TE Connectivity reported revenue of $4.1 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 TE Connectivity, with an average price target of $150, indicating a potential upside of approximately 20%.

8. $Fastenal(FAST)$

• Core Business & Latest Developments: Fastenal is a leading industrial and construction supply company, providing fasteners, tools, and safety products. It continues to expand its product offerings and customer base.

• Financial Highlights: In 2025 Q1, Fastenal reported revenue of $2.1 billion, up 9% year-over-year. Earnings per share were $1.00, exceeding expectations.

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

9. $Corteva, Inc.(CTVA)$

• Core Business & Latest Developments: Corteva is a global agricultural and chemicals company, providing seeds, crop protection products, and materials science solutions. It continues to enhance its product portfolio and market position.

• Financial Highlights: In 2025 Q1, Corteva reported revenue of $3.5 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 Corteva, with an average price target of $70, indicating a potential upside of approximately 20%.

10. $Jabil Circuit(JBL)$

• Core Business & Latest Developments: Jabil is a leading electronics manufacturing services company, providing design, supply chain, and manufacturing solutions. It continues to expand its product offerings and global presence.

• Financial Highlights: In 2025 Q1, Jabil reported revenue of $8.5 billion, up 5% year-over-year. Earnings per share were $1.50, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Jabil, with an average price target of $40, indicating a potential upside of approximately 25%.

Conclusion

The record-high stock prices of these ten companies on June 11th, 2025, major companies across various sectors—such as Visa, IBM, RTX, Amphenol, and Johnson Controls—delivered solid performance, with all exceeding earnings expectations and showing steady year-over-year revenue growth ranging from 5% to 9%. Companies like Nasdaq, Fastenal, and Jabil led with high investor confidence, reflected in analyst target prices suggesting upside potential of up to 25%. These firms continue to expand their global presence and innovate in areas like AI, infrastructure, smart buildings, financial tech, and industrial automation, positioning themselves strongly for long-term growth.

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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