ZACKSยท2025-06-27 12:31Market Overview - The S&P 500 Index has recovered all losses from the tariff-induced market turmoil in April and is currently near its all-time high recorded in February [1][4] - The index was down nearly 20% at one point during the April turmoil but has since increased by 4.6% year to date [1] Investment Recommendations - Five stocks from the S&P 500 Index are recommended for near-term investment, each providing over 20% returns in the past three months despite volatility [2] - The recommended stocks are Amphenol Corp. (APH), Jabil Inc. (JBL), Newmont Corp. (NEM), KLA Corp. (KLAC), and Lam Research Corp. (LRCX), all carrying favorable Zacks Ranks [3] Company Insights Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a strong portfolio in high-technology interconnect products [10][11] - Expected revenue and earnings growth rates for the current year are 32.3% and 41.8%, respectively, with a Zacks Consensus Estimate for earnings improving by 1.9% in the last 60 days [12] Jabil Inc. (JBL) - Jabil benefits from momentum in capital equipment, AI-powered data centers, and digital commerce, with a focus on end-market and product diversification [13][14] - Expected revenue and earnings growth rates for the current year are 0.6% and 10.3%, respectively, with a Zacks Consensus Estimate for earnings improving by 2.5% in the last seven days [15] Newmont Corp. (NEM) - Newmont is progressing with growth projects, including the Tanami expansion and the Ahafo North project, with significant investments planned [16][17] - Expected revenue and earnings growth rates for the current year are 2% and 24.1%, respectively, with a Zacks Consensus Estimate for earnings improving by 3.3% over the last seven days [17] KLA Corp. (KLAC) - KLA is experiencing strong demand in the semiconductor industry, particularly in advanced packaging and process control systems [18][19] - Expected revenue and earnings growth rates for the next year are 2.5% and 1.8%, respectively, with a Zacks Consensus Estimate for earnings improving by 0.8% in the last 30 days [19] Lam Research Corp. (LRCX) - Lam Research is capitalizing on strengths in 3D DRAM and advanced packaging technologies, with strategic investments in research and development [20][21] - Expected revenue and earnings growth rates for the next year are 1.8% and -0.5%, respectively, with a Zacks Consensus Estimate for earnings improving by 0.8% in the last 30 days [22]