Market Performance - The U.S. stock market experienced a significant surge in performance, particularly among high-performing stocks, with LendingClub rising over 31% and Wingstop increasing by nearly 29% [1][3] - Major technology stocks also saw gains, with Nvidia up 1.8% and Broadcom rising over 1% [2] Economic Data - The U.S. Bureau of Economic Analysis (BEA) reported a preliminary GDP growth rate of 3.0% for Q2 2025, exceeding market expectations of 2.6% and reversing a previous contraction of -0.5% in Q1 [5][7] - The core Personal Consumption Expenditures (PCE) price index for Q2 showed a year-over-year increase of 2.5%, down from 3.5% but above the expected 2.3% [7] Company Earnings - Wingstop's Q2 adjusted earnings per share surpassed market expectations, leading to a stock price increase [3] - LendingClub reported Q2 revenue and earnings per share that exceeded forecasts, with strong guidance for Q3 [3] - Teradyne, a semiconductor testing equipment manufacturer, saw its stock rise over 22% after reporting Q2 revenue of $651.8 million and adjusted earnings of $0.57 per share, both significantly above expectations [3] - VF Corporation, the parent company of Vans and The North Face, experienced a stock increase of over 24% following a Q1 revenue report of $1.8 billion, which also exceeded market expectations [3] - FuboTV's stock surged over 22% after announcing preliminary Q2 financial results indicating expected revenue and paid user growth above projections [3] Analyst Expectations - Analysts predict that Apple's Q3 2025 revenue will reach $90.7 billion, a 5.8% year-over-year increase, driven by improvements across all product lines [4] - Morgan Stanley views Microsoft's risk-reward profile as attractive, citing its leadership in AI and robust core business growth [4] - Amazon's Q2 revenue is expected to hit $162 billion, with earnings per share projected at $1.32, driven by growth in AWS and its retail and advertising segments [4] - Meta's anticipated Q2 revenue is $44.71 billion, reflecting a 14% year-over-year increase, with adjusted net income expected at $19.92 billion [4]