As the Q2 2025 earnings season begins, investment strategist Shay Boloor has outlined five stocks to watch and potentially invest in.
In an X post on July 13, the analyst highlighted stocks across diverse sectors, including artificial intelligence (AI), connectivity, and next-gen infrastructure. Below are his top five picks.
Alphabet (NASDAQ: GOOG)
Alphabet (NASDAQ: GOOG) is set to release its Q2 earnings report in late July, with analysts expecting revenue growth. Estimates suggest that the company will report earnings of $2.16 per share, with total revenue of approximately $93.6 billion.
This outlook reflects a cautious stance amid rising AI-related costs and macroeconomic challenges, such as the closure of the de minimis trade loophole.
In Q1 2025, Alphabet reported EPS of $2.81, beating expectations of $2.01, and posted revenue of $90.23 billion, up 12% year-over-year. The company also announced a $70 billion share buyback and a 5% dividend hike.
GOOGL shares have shown short-term bullish momentum, closing at $181 in the last session, up 1.4%. Over the past month, the stock has gained 0.67%, though it remains down nearly 5% year-to-date.
Robinhood (NASDAQ: HOOD)
Trading platform Robinhood (NASDAQ: HOOD) has been one of 2025’s standout performers, with the stock surging nearly 150% year-to-date to trade at $98 as of press time.
The company has benefited from the cryptocurrency boom, new retirement accounts, and its tokenization efforts.
For Q2 2025, analysts project Robinhood’s earnings to be $0.30 per share and revenue of $882 million. The company’s results will be closely watched for signals on user growth and product expansion.
AST SpaceMobile (NASDAQ: ASTS)
AST SpaceMobile (NASDAQ: ASTS) is working on delivering global satellite broadband directly to mobile phones. Its Q2 update is expected to focus on progress with the BlueWalker 3 satellite and plans for commercial deployment. Though still a speculative play with limited near-term revenue, investor interest remains strong.
The company is projected to post an EPS loss of $0.19, down 35.7% year-over-year, while revenue is expected to surge 472% to $5.15 million.
ASTS stock was trading at $45.58 at the last session, up over 3%, and has gained 110% year-to-date.
Oklo (NYSE: OKLO)
Backed by prominent figures such as Sam Altman, Oklo (NYSE: OKLO) aims to commercialize compact nuclear reactors for powering AI data centers and energy-intensive industries.
The stock has rallied 156% year-to-date, driven by excitement around scalable clean energy. OKLO was trading at $56.08 at Friday’s close.
The company is expected to report a Q2 loss of $0.12 per share, with no revenue, as it continues to develop its Aurora Powerhouse reactors.
Advanced Micro Devices (NASDAQ: AMD)
Lastly, Boloor identified Advanced Micro Devices (NASDAQ: AMD), which is projected to report Q2 earnings of $0.50 per share on $7.4 billion in revenue. Growth is expected from the Data Center and Client segments, though a projected $800 million hit from U.S. export controls could impact profitability.
In Q1 2025, AMD reported EPS of $0.96, beating expectations of $0.94, and posted $7.44 billion in revenue, up 36% year-over-year. The stock has surged by over 20% in the past month, trading at $146.
Investors are also closely watching the impact of AMD’s MI300X AI chips and new server CPU lines, betting on a strong second half of the year.
Featured image via Shutterstock
