Key Takeaways Five stocks from diverse industries gained over 50% in 1H and more upside left in 2H 2025. CVNA expects over 100% earnings growth in 2025, fueled by ADESA integration and tech-driven efficiencies. JBL sees AI, data center demand, and product diversification driving 18.5% earnings growth next year.Wall Street closed at a record-high level to finish a turbulent first half of 2025. June was highly successful for U.S. stock markets. The three major stock indexes — the Dow, the S&P 500 and the Na ...

Market Overview - Wall Street experienced a significant rally in May, driven by expectations of a U.S.-China trade deal and delays in tariff imposition by the Trump administration on the European Union, which boosted confidence in equities [1] - The market rally is expected to continue in June, supported by declining inflation rates, with the personal consumption expenditures price index rising only 0.1% month-over-month and 2.1% year-over-year, marking its lowest level since 2025 [4] Recommended Growth Stocks - Five growth stocks are recommended for June, all of which have shown double-digit returns in the last month and possess a favorable Zacks Rank [2][3] - The recommended stocks are AppLovin Corp. (APP), Amphenol Corp. (APH), Intuit Inc. (INTU), Carvana Co. (CVNA), and Stantec Inc. (STN), each with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [3] AppLovin Corp. (APP) - AppLovin is focused on enhancing marketing and monetization for mobile app developers through its software-based platform [7] - The company reported strong fundamentals, with an expected revenue growth rate of 24.3% and earnings growth of 85.2% for the current year, driven by its AI-powered AXON 2.0 technology [10][9] Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a diversified business model that supports growth across various sectors [11][12] - The company anticipates a revenue growth rate of 32.3% and earnings growth of 40.7% for the current year, bolstered by increased defense spending and the Andrew acquisition [13] Intuit Inc. (INTU) - Intuit benefits from steady revenues across its Online Ecosystem and Desktop business segments, with strong performance in its Credit Karma and cloud-based services [14][15] - The expected revenue growth rate for Intuit is 14.8%, with earnings growth projected at 18% for the current year [17] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has enhanced its logistics and auction capabilities, positioning it for significant growth in the used car market [18] - The company expects a revenue growth rate of 31.4% and more than 100% earnings growth for the current year, with a focus on improving operational efficiency [20] Stantec Inc. (STN) - Stantec provides a range of professional consulting services in planning, engineering, and environmental sciences, focusing on infrastructure and facilities projects [22][23] - The expected revenue growth rate for Stantec is 11.1%, with earnings growth projected at 18.6% for the current year [24]

On May 11, the United States and China agreed to a 90-day pause in their trade dispute. The United States agreed to slash tariffs from 145% to 30%, and China agreed to reduce its reciprocal tariffs from 125% to 10%. The glass-half-empty crowd will fall back on the saying: the devil is in the details. Even in the best of times, Chinese stocks carry some risk. Even though the companies are listed on U.S. exchanges, there is an opaqueness to the companies' finances that can be troubling. Now add in weakness in ...

The U.S. and China just delivered exciting news to investors. The two countries halted escalating trade tensions and brought import tariffs down from astronomical levels to manageable ones. Since import tariffs are paid by the importer, an excessively high rate could hurt the consumers and companies that buy products from abroad. That concern weighed on investors' minds -- and on the stock market in recent weeks. But after the U.S. and China reached an initial agreement, one in place for 90 days as the coun ...