Q2 earnings season strategy: 51 companies, key time points—all here! These 51 stocks determine your profit or loss for the second half of the year!

July 14
1. JPMorgan Chase $JPM
One of the world’s top-tier banks, with a deep financial moat, benefiting from growth in wealth management and capital markets.
2. Bank of America $BAC
A major U.S. banking group, with a strong consumer finance network and growth potential during the economic recovery cycle.
3. Goldman Sachs $GS
A top investment bank on Wall Street, benefiting from a rebound in M&A, IPOs, and capital market activity.
4. Citi $C
A global financial network with broad reach; clear advantages in international business and larger room for earnings improvement.
July 15
5. ASML $ASML
The only global high-end EUV lithography machine supplier, an indispensable core company for AI chips and advanced process nodes.
6. Johnson & Johnson $JNJ
A global healthcare giant; steady pharma and medical device businesses highlight its defensive attributes.
7. BlackRock $BLK
The world’s largest asset manager, benefiting from ETF growth and global asset allocation trends.
8. Morgan Stanley $MS
Dual engines driven by wealth management and investment banking—long-term beneficiaries of capital markets development.
9. United Airlines $UAL
As travel demand recovers, international route growth drives an improvement in profitability.
July 16
10. TSMC $TSM
The dominant global leader in advanced semiconductor manufacturing; core player in the AI GPU and high-performance computing supply chain.
11. Prologis $PLD
A leading global logistics real estate company, benefiting from e-commerce growth and data center demand.
12. UnitedHealth Group $UNH
A major U.S. health insurance company with a well-developed healthcare ecosystem.
13. Netflix $NFLX
A global streaming leader; its advertising business and overseas market growth bring new momentum.
14. Intuitive Surgical $ISRG
A leader in robotic surgery, with strong medical technology barriers.
July 17
15. Travelers $TRV
A large U.S. insurance company; underwriting business remains stable with excellent cash flow.
16. Volvo $VOLVY
A global commercial vehicle giant; leading in new energy trucks and smart driving.
17. Autoliv $ALV
A global leader in automotive safety systems, benefiting from upgrades in vehicle intelligence.
July 20
18. Ryanair $RYAAY
A European low-cost airline leader; strong cost control capabilities, directly benefiting from the recovery in travel demand.
July 21
19. Novartis $NVS
A global pharmaceutical giant with strong innovative drug R&D capabilities and long-term stable healthcare demand.
20. 3M $MMM
An industrial technology giant with a large portfolio of patented technologies; business adjustments improve profitability.
21. General Motors $GM
A giant in the auto industry, accelerating its rollout of electric vehicles and autonomous driving.
22. MSCI $MSCI
A global leader in index and financial data services, benefiting from growth in passive investing.
July 22
23. Tesla $TSLA
A core company in new energy vehicles, autonomous driving, and robotics; the AI strategy offers long-term growth potential.
24. AT&T $T
A major U.S. communications company with well-established 5G infrastructure and stable cash flow.
25. ServiceNow $NOW
An enterprise AI software leader, benefiting from upgrades to enterprise automation.
26. IBM $IBM
Enterprise AI and cloud computing transformation continues to advance, with extensive resources from enterprise clients.
July 23
27. Alphabet $GOOGL
A global giant in search, cloud computing, and the AI ecosystem; Gemini AI opens up growth opportunities.
28. Intel $INTC
A core U.S. semiconductor strategic company; the foundry outsourcing transformation brings long-term opportunities.
29. SAP $SAP
A European enterprise software leader, using AI to empower enterprise management systems.
30. Honeywell $HON
An industrial automation leader with stable aerospace and smart manufacturing businesses.
July 24
31. American Express $AXP
A leading high-end payments network, benefiting from the consumer upgrade trend.
32. Verizon $VZ
A major U.S. communications infrastructure company, with clear advantages in high dividends and stable cash flow.
July 27
33. Cadence Design Systems $CDNS
A leading chip design software company, with growth driven by AI chip demand.
34. Nucor $NUE
A leading U.S. steel company, benefiting from the reshoring of manufacturing and infrastructure construction.
July 28
35. Visa $V
The global payments network power; the long-term digital payments trend benefits it.
36. Coca-Cola $KO
A global consumer brand giant with a strong brand moat and stable cash flow.
37. Boeing $BA
A core global aerospace manufacturing company; as air travel recovers, orders rise.
38. PayPal $PYPL
A global digital payments platform with a large user base.
July 29
39. Microsoft $MSFT
A key beneficiary in the AI era; Azure cloud computing and the Copilot ecosystem keep expanding.
40. Qualcomm $QCOM
A leader in mobile chips and edge AI, benefiting from the growth of AI-enabled devices.
41. Meta $META
Improves ad efficiency with AI, while also building smart glasses and next-generation computing.
42. ARM $ARM
A core chip architecture company—an infrastructure firm in the AI era.
July 30
43. Apple $AAPL
A global tech giant; AI upgrades and the ecosystem bring long-term growth.
44. Amazon $AMZN
An e-commerce and AWS cloud computing dual-engine model, an important participant in AI infrastructure.
45. Mastercard $MA
A global leader in payments networks, with the digital payments trend continuing to grow.
46. Shell SHEL
A global energy giant with strong cash flow; the energy transition provides long-term value.
July 31
47. AbbVie ABBV
A global biopharmaceutical giant; innovative drugs and stable cash flow support long-term growth.
48. Chevron CVX
A global energy giant, benefiting from energy demand and shareholder returns.
49. Siemens Healthineers SHL
A leading global medical devices company, benefiting from the digitization of healthcare.
50. Moderna MRNA
A leading mRNA technology platform company, with huge potential for future biotech applications.
51. Sony SONY
A giant ecosystem across entertainment, gaming, and consumer electronics, with diversified businesses continuing to grow.