July has usually been good for the S&P 500. But this year comes with a twist. Midterm election years tend to kick off a weaker four-month stretch for the Nasdaq. So investors are left weighing seasonal strength against a shaky economic picture.
After weeks of market ups and downs, everyone’s asking the same question: where should fresh money go?
Mark Roussin, a popular investing creator with 156k subscribers, thinks the answer is companies tied to big, lasting trends, not short-term market moves. His July watchlist covers AI, cloud computing, digital entertainment, travel, and energy.
Here are five stocks from his list that stand out this month, and why he thinks they still offer real upside, even with markets looking uncertain.
What you'll learn 👉
Five Stocks Mark Roussin Is Watching Closely
Mark Roussin’s top pick is Broadcom (AVGO). He sees it as a diverse play on AI, custom chips, networking gear, infrastructure software, and deep ties with Alphabet, Meta, and OpenAI. Revenue grew 24% last year, operating margins are in the mid-40s, and free cash flow topped $27 billion. Analysts have a 12-month price target around $524, which would be over 40% higher than where it trades now.
His second choice is Nvidia (NVDA). He still thinks it’s the backbone of AI infrastructure. Demand for Blackwell and Vera Rubin chips is strong across cloud providers, enterprise AI, robotics, and autonomous systems.
Even as the world’s biggest company, Nvidia trades at about 19 times forward earnings, a multiple Roussin calls cheap given revenue, EBITDA, and earnings have all grown close to 60% over the last two years. Analysts see an average target near $300, or roughly 50% upside.
Outside of AI hardware, Roussin likes Netflix (NFLX), Microsoft (MSFT), and Booking Holdings (BKNG). Netflix keeps growing profits through ads, password crackdowns, price increases, and international expansion.
Free cash flow is expected to top $13 billion this year. Microsoft is still riding Azure growth at 40% and weaving AI into all its enterprise software. Booking Holdings rounds out the list, a play on travel demand that won’t quit, with a light-asset model and more AI use to improve the customer experience. It gives investors a way to diversify outside the tech sector.
News Pushing Stock Prices Today
Markets opened in a better mood today. The U.S. and Iran reportedly reached a deal to stop military fighting, so geopolitical tensions eased. With less risk of supply disruptions through the Strait of Hormuz, oil prices dropped back toward where they were before the conflict. That took some pressure off inflation worries and gave stocks a boost.
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Economic numbers were a mixed bag. The JOLTS report showed 7.594 million job openings in the U.S., employers are still hiring, even with rates high. That strength pushed the 10-year Treasury yield to about 4.39%, reinforcing the idea that the Fed might keep borrowing costs higher for longer.
The Dollar Index hit its highest level of 2026, and the yen weakened past 162 per dollar, raising talk that Japanese authorities might step in.
Corporate news helped too. Alphabet jumped over 5% after officially joining the Dow Jones Industrial Average, that brought in fresh institutional buying.
Semiconductor stocks joined the rally too. AMD, Applied Materials, Intel, and SanDisk all gained between roughly 3% and 10%, showing that buying interest is spreading beyond just AI leaders into the broader tech sector.
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