growth stocks

US stocks have continued climbing even as bond yields surge, a divergence that has caught investors' attention. The Wall Street Journal examined past episodes of rising yields alongside strong equity markets, finding that such periods often end badly, with stocks eventually correcting as borrowing costs weigh on valuations and economic growth.

Investors say rising US bond yields are having little effect on an economy they describe as red-hot, warning that borrowing costs are 'not even close' to slowing growth. The comments reflect growing concern in financial markets that elevated yields may persist, with implications for stocks, Federal Reserve policy and the outlook for interest rates.

US growth stocks showed resilience even as Treasury yields surged, with investors also weighing President Trump's decision on Iran. Market watchers are watching whether rising borrowing costs can derail the momentum in high-valuation technology names, while geopolitical uncertainty around Iran adds another layer of caution to trading.

Stock growth names are holding firm despite rising bond yields, according to Investor's Business Daily, while President Trump has made a new decision on Iran that is drawing attention in markets and politics. Investors are weighing whether strong growth stocks can withstand higher borrowing costs as geopolitical developments around Iran add fresh uncertainty to the outlook.

Investors are watching two key indicators this week that could signal the health of the AI-driven stock rally and the broader economy. Analysts say upcoming economic data and earnings from major AI-related companies will help determine whether the market's enthusiasm for artificial intelligence is supported by fundamentals or showing signs of strain amid ongoing uncertainty about growth and interest rates.

Amazon shares rose in premarket trading on Thursday ahead of the company's quarterly results, due after the close. Investors are watching for growth in the AWS cloud division and for guidance on capital expenditure, particularly spending tied to artificial intelligence infrastructure, which has become a key driver of sentiment around the stock this year.

Spotify Technology is facing a fresh valuation test as investors weigh how much of the company's growth story now rests on podcasts and audiobooks rather than music streaming alone. The company has been pushing to diversify revenue beyond its core music business, expanding spoken-word content and subscription tiers, and markets are reassessing what that expansion means for the stock's worth.

Microsoft's expansion of its Copilot AI assistant has drawn retail investor attention to cloud and AI-linked stocks. A report highlights three companies that traders are watching as beneficiaries of the rollout, reflecting continued market interest in artificial intelligence infrastructure and enterprise software plays tied to Microsoft's ecosystem.

Apple shares have climbed 34% over the past year, and analysts are now weighing whether the upcoming iPhone 18 can sustain the rally. Discussion centres on whether the next flagship device will deliver enough innovation and sales growth to justify the stock's momentum, or whether Apple will need new revenue drivers beyond the iPhone.

Barron's reports that Apple is weighing a bigger push into the fast-growing fitness tracker market, and analysts are assessing what that could mean for AAPL stock. The segment is expanding quickly as consumers add wearables to their health routines, and investors are watching whether a deeper move could add a new growth driver for the company.

Apple's launch of a foldable iPhone is prompting investors to reassess the bull case for the company's stock. Commentary from analysts and market writers is focused on whether the new device category can reignite iPhone growth and justify bullish price targets for AAPL, as Apple looks for fresh revenue drivers in a maturing smartphone market.

Broadcom's stock is trading at roughly the same level where it ended 2025, even though the company's earnings have grown about 43% since then. The Motley Fool asks whether the flat share price makes the AI-chip and networking giant a buy, arguing that significantly higher earnings at the same valuation could signal upside. Investors are weighing whether Broadcom's recent stagnation reflects market caution or a buying opportunity.

Microsoft shares are holding steady while US-Iran geopolitical tensions rattle broader markets, with retail investors calling MSFT the 'safest earnings play' ahead of its quarterly report. Traders argue the company's cloud and AI-driven growth makes it a defensive bet even in volatile conditions, though any escalation in the Middle East could still shift sentiment quickly.

Kroger is going through a leadership change in its Kroger Health division, and financial commentary is asking whether the grocery chain's stock is undervalued as a result. Investors and analysts are weighing how the shake-up in the health business might affect the company's growth prospects and whether the market is pricing Kroger shares too cheaply amid the transition.

Hims & Hers Health, the telehealth company known for prescription and wellness products, is trading at a low valuation while questions mount over the durability of its sales. Analysts and investors are debating whether the stock's cheap price reflects genuine risk to revenue growth, particularly around its popular weight-loss and telehealth offerings, or a buying opportunity.

Retail investors across Europe are keeping a close watch on defense stocks, with Sweden's Saab and France's Airbus topping the list of names in focus. Interest comes as European defense spending rises amid security concerns, making manufacturers like Saab and Airbus prominent picks for individual investors positioning around the sector's growth.