CNBC Television·2025-07-29 11:30Market Trends & Trade Developments - Trade developments are being taken in stride by the markets, with a focus shifting towards earnings, the Federal Reserve, and jobs reports [2][1] - Uncertainty remains a key characteristic of the market, but trade deals are progressing, earnings are strong, and consumer spending is holding up [3] - Overall earnings are broadening out, which is healthy for the marketplace [7] Investment Strategy & Opportunities - Investors need a strategy in an uncertain market [2][3] - Strategy should involve keeping cash and locking in higher rates before the Federal Reserve potentially lowers interest rates in the latter half of the year [4] - Healthcare sector has been lagging year-to-date, potentially representing a value play [6] - AMD is highlighted as a pick due to its upside potential in the AI trade [7][8] Company Performance & Analysis - UnitedHealth Group (UNH) reported earnings of $48 per share, which was $0.40 below estimates, with revenue slightly ahead of estimates at $1116 billion (111.6 * 10^9) [5] - Despite missing on EPS, UNH stock is moving higher, possibly indicating a bottoming in the healthcare sector [5][6] - AMD increased the pricing of its MI350 chip (rival to Nvidia's Blackwell) by 67%, from $15000 to $25000, indicating strength in the AI space [8][9]