From defense to data, uranium to oil, semis to software, the tape lit up like a Christmas tree in July.
Start with Nvidia. $NVDA closed at $170.70 after tagging $172.40 intraday. That’s a $4.16T market cap. Volume clocked 230.6M shares. P/E sits at 52.8. Dividend yield? 0.024%. The chip king isn’t just running. It’s rewriting the leaderboard.
Microsoft $MSFT hit $508.30 before settling at $505.82. That’s a $3.76T valuation. P/E at 38.87. Yield at 0.66%. Azure’s still expanding. Copilot’s still scaling. The cloud’s not cooling.
Palantir $PLTR tapped $150.62 before a modest pullback to $148.58. Market cap: $350.6B. P/E? 651.3. No dividend. The AI platform’s pulling federal and NATO contracts like clockwork. Commercial revenue up 71% YoY. Wedbush just slapped a $160 target.
Broadcom $AVGO hit $283.36. Closed at $280.94. Market cap: $1.32T. P/E: 100.5. Yield: 0.856%. Data center demand’s still ripping. VMware integration’s boosting margins. Infrastructure software now runs at 76% operating margin.
Raytheon $RTX printed $150.75. Closed at $148.68. Market cap: $198.6B. P/E: 43.77. Yield: 1.82%. Defense spending’s not slowing. Aerospace backlog’s growing. The chart’s clean.
Rocket Lab $RKLB hit $45.48. Closed at $44.60. Market cap: $21.4B. No earnings. No dividend. But the space pipeline’s expanding. Volume surged to 30M shares.
MP Materials $MP exploded to $62.87. Closed at $58.22. That’s a 19.99% gain. Market cap: $9.5B. Rare earths are back in play. Post-market ticked up another 3.5%.
Api Group $APG hit $35.12. Closed at $34.65. Market cap: $14.4B. Volume: 3.6M. Infrastructure contracts are stacking. 52-week low was $20.50.
Amphenol $APH tagged $101.00. Closed at $99.44. Market cap: $120.3B. P/E: 48.56. Yield: 0.658%. Connectors and sensors are everywhere. Quiet compounder.
BNY Mellon $BK hit $96.47. Closed at $95.16. Market cap: $68.1B. P/E: 14.55. Yield: 2.23%. Custody flows are strong. Treasury yields are lifting margins.
Cameco $CCJ hit $76.56. Closed at $75.80. Market cap: $33B. P/E: 189.56. Yield: 0.15%. Uranium’s not just back. It’s surging. Global nuclear buildouts are real.
Celestica $CLS hit $165.83. Closed at $160.49. Market cap: $25.5B CAD. P/E: 45. Volume: 3M. AI hardware demand’s driving upside. Supply chain’s tight.
Credo $CRDO hit $103.18. Closed at $102.59. Market cap: $17.6B. P/E: 355.6. No dividend. Networking chips are flying. Volume: 3.7M.
Emcor $EME hit $562.77. Closed at $549.76. Market cap: $24.9B. P/E: 24.59. Yield: 0.18%. Engineering services are booming. Backlog’s expanding.
Fabrinet $FN hit $303.65. Closed at $301.47. Market cap: $10.6B. P/E: 33.04. Optical demand’s still strong. Post-market ticked up.
GE Vernova $GEV hit $560.63. Closed at $559.61. Market cap: $152.7B. P/E: 80. Yield: 0.18%. Grid infrastructure’s getting federal juice.
Gates Industrial $GTES hit $24.95. Closed at $24.43. Market cap: $6.3B. P/E: 29.79. Industrial demand’s steady. Volume: 1.3M.
Hilton $HLT hit $279.46. Closed at $274.34. Market cap: $65.2B. P/E: 43.89. Yield: 0.21%. Travel’s not slowing. ADRs are climbing.
Interactive Brokers $IBKR hit $60.35. Closed at $59.63. Market cap: $100.8B. P/E: 32.71. Yield: 0.53%. Retail flows are sticky. Options volume’s surging.
Imperial Oil $IMO hit $83.33. Closed at $81.97. Market cap: $57.9B CAD. P/E: 12.82. Yield: 2.54%. Canadian crude’s holding firm.
KLA $KLAC hit $942.34. Closed at $936.53. Market cap: $123.8B. P/E: 33.5. Yield: 0.82%. Foundry capex is back. Metrology demand’s rising.
Life360 $LIF hit $70.05. Closed at $68.47. Market cap: $4.9B AUD. No earnings. No dividend. Location tech’s scaling.
National Fuel $NFG hit $89.82. Closed at $88.82. Market cap: $8B. Yield: 2.54%. Natural gas’s holding bid. Post-market ticked up.
News Corp $NWSA hit $30.75. Closed at $29.67. Market cap: $17.7B. P/E: 33.95. Yield: 0.67%. Media’s consolidating. Digital subs are climbing.
Planet Fitness $PLNT hit $113.15. Closed at $109.55. Market cap: $9.2B. P/E: 52.69. No dividend. Membership growth’s accelerating.
Quanta $PWR hit $390.10. Closed at $386.54. Market cap: $57.3B. P/E: 62.55. Yield: 0.10%. Grid modernization’s driving upside.
Transdigm $TDG hit $1585.87. Closed at $1575.57. Market cap: $88.5B. P/E: 53.14. No dividend. Aerospace margins are elite.
Teledyne $TDY hit $542.30. Closed at $535.03. Market cap: $25.1B. P/E: 30.68. Imaging and sensors are still in demand.
TE Connectivity $TEL hit $178.28. Closed at $175.44. Market cap: $52B. P/E: 38.63. Yield: 1.61%. Auto and industrial connectors are steady.
Tapestry $TPR hit $101.83. Closed at $101.60. Market cap: $21.1B. P/E: 26.71. Yield: 1.38%. Luxury’s holding bid. Coach’s margins are firm.
Trane $TT hit $441.19. Closed at $436.36. Market cap: $97.3B. P/E: 36.16. Yield: 0.85%. HVAC demand’s still strong. Electrification tailwinds.
US Foods $USFD hit $82.62. Closed at $81.09. Market cap: $18.8B. P/E: 37.64. No dividend. Foodservice volumes are climbing.
Viking Holdings $VIK hit $57.87. Closed at $57.15. Market cap: $25.3B. P/E: 47.13. Cruise bookings are up. Volume: 3.7M.
Welltower $WELL hit $158.55. Closed at $156.71. Market cap: $102.5B. P/E: 170.06. Yield: 1.69%. Senior housing’s rebounding. Occupancy’s rising.