Closing Bell Closing Bell Overtime: Big Tech Technicals Ahead of Earnings; Does Palantir Rally Have More Legs? 7/25/25
Jul 25, 2025
Christina Partsinevelos, a CNBC contributor, dives into the recent record highs of the S&P 500 and the factors driving market momentum. She discusses the resurgence of meme stocks and contrasts them with past trends. The rise of Palantir is under scrutiny as industry dynamics shift, particularly regarding AI's influence. The conversation also highlights retail stocks and the implications of upcoming tech earnings. Amid trade tensions over whiskey tariffs, the market landscape is set for exciting developments.
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Measured Meme Stock Resurgence
- The market's recent meme stock activity is more measured than 2021's mania, indicating a controlled risk appetite.
- Investors appear to be reallocating tech gains into riskier, less traditional names temporarily.
Sell Some Holdings Now
- Investors worried about market highs should consider selling some holdings before potential volatility returns.
- Current gains provide an opportunity to exit positions with less risk than earlier in the year.
Utilities Evolving Into Growth Stocks
- Utilities are transforming from slow bond proxies to growth stocks due to rising power demand from AI and electrification.
- Independent power producers drive gains, but traditional regulated utilities lag due to regulatory constraints.