Morningstar, Inc. - August 4, 2025
Best- and Worst-Performing Stocks of July
Plus: As Figma’s IPO Soars, Investors Still Love Big Tech, Pharma...
 Morning DigestAugust 4, 2025 Frank Lee AMD and GE Vernova rank among the best stocks in July 2025, while the worst include Charter and Centene. 
ADVERTISEMENT  Editor's Picks  The odds of a September interest rate cut have doubled. Sarah Hansen  Reddit, Wingstop surge while Novo Nordisk slides. Frank Lee  Plus, the optimal fixed-income allocation in a high interest rate environment. Paul Olmsted, Ivanna Hampton  Record-high 529 industry assets, falling fees, and more. Hyunmin Kim, Vedran Beogradlija, Greg Carlson  These high-quality companies offer the best stocks to buy today. Margaret Giles Investing Insights The pharma selloff is the latest headwind for the healthcare sector. Gabe Alpert The “risk-on” mindset fuels momentum in the sector. Sarah Hansen Job growth came in far below expectations, and previous months were revised lower. Vikram Barhat With the next generation of drugs in development amidst an ever-changing environment, here’s what we think of Lilly stock. Karen Andersen With it’s best paced revenue increase in several years, here is what we think of AT&T’s stock. Michael Hodel Palantir and Uber among companies to report earnings. Frank Lee Recent Earnings New Stock Analyst Reports Reddit (RDDT) reported solid second-quarter results that exceeded top-line and bottom-line guidance. Average revenue per user grew 47% and daily active users grew 21% year over year, driving total revenue to $500 million, up 78% over the previous year. Advertising revenue was driven by a surge in ad demand, an uplift in pricing, and the adoption of new performance formats. Adjusted EBITDA margin expanded nicely to 33%, up 400 basis points sequentially, driven by solid operating leverage. New Fund Analyst Reports T. Rowe Price Large Cap Growth (TROGX)—which includes a US mutual fund, separately managed accounts, and Luxembourg and UK offerings—sports complementary managers, T. Rowe Price’s strong research resources, and a fine approach to US large-cap growth stocks. The Tools You Need to Invest Like an Analyst Stay connected:
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