Why a ‘no landing’ scenario may take place after all

Walmart (NYSE: WMT) experienced a decline in its stock despite reporting strong revenue growth and raising its guidance, primarily due to lower-than-expected profits attributed to increased workers' compensation claims costs. The stock is currently up about 8% for the year, prompting discussions about whether this dip presents a buying opportunity. Want More Context? 🔎

Investors are drawn to Roku (NASDAQ: ROKU) due to its potential for strong returns, yet long-term shareholders have faced challenges, with the stock trading 80% below its peak despite a 27% rise in 2025. Before adding Roku to their portfolios, investors should consider three critical factors regarding the company's current position and future outlook. Want More Context? 🔎

Alphabet (NASDAQ: GOOGL, GOOG) and Meta Platforms (NASDAQ: META) saw significant stock gains on Friday, driven by a Federal Reserve hint at a September interest rate cut and a crucial $10 billion cloud deal between the two companies. This partnership may provide a vital boost for Alphabet amid the current state of the artificial intelligence market. Want More Context? 🔎

Investors seeking long-term growth should consider Intuitive Surgical (NASDAQ: ISRG) and Amazon.com (NASDAQ: AMZN), both of which feature strong, scalable business models with recurring revenue. While neither stock is cheap, their robust growth potential makes them solid buy-and-hold options for the future, emphasizing the importance of quality over entry price. Want More Context? 🔎

ON Semiconductor (NASDAQ: ON) and Navitas Semiconductor (NASDAQ: NVTS) are partnering with Nvidia to advance next-generation data centers. While Navitas has seen its stock soar 89% this year despite projected losses until 2027, ON Semiconductor's stock has declined 28%, primarily due to its focus on silicon carbide chips for the automotive and electric vehicle markets. Want More Context? 🔎

If you retire with a $1 million portfolio, you can significantly influence your financial future, offering various options for income generation, such as withdrawing funds or investing in dividend-generating stocks. To reach this goal, focusing on quality growth stocks can enhance your potential for superior long-term returns. Want More Context? 🔎