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On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ended July higher by 36% year-to-date. The company also reported a revenue growth of 26% year-over-year for July, he noted.
Taiwan Semiconductor Manufacturing on Friday reported consolidated net revenue of approximately 323.17 billion New Taiwanese dollars (roughly $10.66 billion) for July 2025, up 22.5% quarter-over-quarter, backed by the artificial intelligence frenzy.
Kevin Simpson, Capital Wealth Planning founder and CIO, named The TJX Companies, Inc. (NYSE:TJX) as his final trade.
TJX plans to release its second quarter sales and earnings results on Wednesday, Aug. 20. Analysts expect the company to report quarterly earnings at $1.01 per share, up from 96 cents per share in the year-ago period. The company is projected to report quarterly revenue of $14.14 billion, compared to $13.47 billion in the same quarter a year earlier.
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Jim Lebenthal, a partner at Cerity Partners, selected Wynn Resorts, Limited (NASDAQ:WYNN), citing strong demand in the fourth quarter of 2026.
On Friday, Stifel analyst Steve Wieczynski maintained a Buy rating for Wynn Resorts and raised the price target from $113 to $130, while Macquarie analyst Chad Beynon maintained an Outperform rating for the stock and boosted the price target from $110 to $124.
Steve Adubato Jr. named SPDR S&P Retail ETF (NYSE:XRT) as his final trade.
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