stocks of the week
Investing.com -- The week has been dominated by U.S.-China trade deal talk, with stocks rising on the hope that U.S. President Donald Trump’s tariff war is cooling.
Here are Investing.com’s stocks of the week.
CoreWeave
CoreWeave Inc (NASDAQ: CRWV ) reported its first earnings release as a public company this week, sending its shares higher. The firm missed earnings expectations, but its revenue beat consensus estimates.
"CoreWeave debuts its first quarter as a public company with a beat-and-raise on Total revenue, a rare pattern in the current earnings cycle,” said JPMorgan analysts in a note following the earnings release.
UnitedHealth Group (NYSE: UNH )
UNH shares plunged considerably in what was a volatile week for the company. The company suspended its 2025 outlook, with medical expenditures expected to be higher than anticipated.
In addition, the company announced a leadership transition with Andrew Witty stepping down as CEO due to personal reasons and former chief Stephen Hemsley returning to the role.
Furthermore, it was reported that the U.S. Department of Justice is conducting a criminal investigation into the company’s Medicare business.
Nvidia (NASDAQ: NVDA )
Nvidia shares have made gains this week, benefiting from Trump’s trip to the Middle East.
CEO Jensen Huang was one of several CEOs who joined President Trump on the trip to the Middle East, where a string of AI-related deals helped boost investor sentiment. For Nvidia, there was an announcement that it will partner with Saudi Arabian state-owned AI start-up Humain, and there is also a potential move in the UAE on the horizon.
Boeing (NYSE: BA )
It wasn’t just tech-related firms that benefited from Trump’s trip. Trump announced major deals for Boeing with Qatar Airways, saying it will purchase up to 210 widebody jets from the company.
"A Big Beautiful Order should help (not yet) big beautiful cash flow," said Wolfe Research analysts reacting to the news.
SMCI
Finally, Super Micro Computer Inc (NASDAQ: SMCI ) shares surged on Tuesday and Wednesday. The company announced it has entered into a strategic partnership under a memorandum of understanding (MOU) with DataVolt to build hyperscale AI campuses initially in the Kingdom of Saudi Arabia.
“SMCI is a direct (and seemingly material) beneficiary of this week’s U.S. & Saudi Arabian joint investment announcements,” said Loop Capital analysts in a note following the news. “While this is obviously a material and opportunistic relationship, we believe at the core it can [be] used as a proxy for what potential new customer opportunity is available.“