🔝 After Jerome Powell’s speech at Jackson Hole, where the Fed chair signaled potential rate cuts, the market came alive and hit new highs. Against this backdrop, several stocks approached key entry levels — moments when investors pay especially close attention.
Uber (UBER) remains a symbol of growth: the ride-hailing and food delivery business shows excellent momentum, with Q2 reporting +18% revenue and +34% profit. The company not only generates strong earnings but also plans a massive $20 billion buyback. Investments in Lucid for autonomous vehicle development are a bet on the future, but also a risk, as competition from Waymo and other robotaxi players intensifies. The stock has already gained over 60% YTD and trades at historic levels.
JPMorgan Chase (JPM) represents a more conservative story. The largest U.S. bank remains a leader in investment banking and retail. Strong quarterly results and talks of a possible Apple Card takeover have fueled interest. Year-to-date, shares are up 24%. The weak point is clear: dependence on the macroeconomy. If the economy slows, the loan portfolio and profits will come under pressure.
Booking Holdings (BKNG) — a flagship in online travel. Booking volumes grew 13% YoY, the company raised its forecasts, and the market responded with rising share prices. However, sensitivity to geopolitics and currency fluctuations makes the business vulnerable: tourism is the first sector to suffer during crises. Nevertheless, shares remain on the rise (+15% YTD) and are close to new growth levels.
RTX (RTX), combining Raytheon and Pratt & Whitney, shows a steady defense trend. Q2 delivered +9% revenue and +11% profit, and the sales forecast was raised. Free cash flow could reach $7–7.5 billion. Investors like such stories, especially amid global instability: defense orders appear as “guaranteed” growth. Weaknesses include a lowered EPS forecast and budget dependence. Still, shares are up 35% YTD and remain institutional favorites.
Boston Scientific (BSX) operates in a different sector — healthcare. Key product sales Watchman (+28%) and Farapulse (+94%) are growing rapidly, and a new catheter awaits FDA approval. Investors see the company as an innovative player in medtech, but regulatory risks could slow growth. For now, shares look confident: +19% YTD and a steady upward trend.
⚡️ onclusion. The market remains bullish. Among favorites are Uber with its aggressive growth and RTX as a defensive giant in defense contracts. Booking and JPMorgan offer more balanced risk, while Boston Scientific represents growth in healthcare. Investors face a choice: play on dynamics and accept high volatility (Uber, Booking) or choose defensive, more predictable sectors (JPM, RTX, BSX).
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