5 Standouts as Wall Street Braces for the Fed, Big Tech, and New Trade Shifts

A buzzy telehealth name is rebounding fast ahead of earnings despite legal drama. A crypto miner is making headlines after raising $1 billion in fresh funding.

A beaten-down dividend stock might be setting up for value hunters.

Meanwhile, a high-growth restaurant chain and China’s top freight app are drawing renewed investor attention. Here’s what traders are watching today.

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Hims & Hers Health | HIMS

Price: $58.68

Hims & Hers Health is back in the spotlight.

The stock surged by over 21% last week amid a spike in call option activity and heightened investor interest ahead of the earnings announcement.

Even with ongoing legal noise surrounding its former partnership with Novo Nordisk, sentiment has turned bullish again, bolstered by strong subscriber growth and momentum in its digital platform.

Truist recently raised its price target on HIMS, citing strength in online revenue and the company’s expansion into Europe via the Zava acquisition.

Legal challenges remain a risk, but analysts are closely watching for updates on the product pipeline and forward guidance in the upcoming report.

With high engagement, potential new launches, and M&A tailwinds, HIMS could remain volatile but compelling.

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Marathon Digital Holdings | MARA

Price: $17.16

Marathon is preparing for its Q2 earnings on July 29, following a sharp drop tied to its $1 billion convertible note offering.

The company plans to use part of the proceeds to repurchase previously issued notes, fund capped call transactions to mitigate dilution, and potentially increase its Bitcoin reserves.

The strategic financing drew mixed reviews. Compass Point upgraded MARA from “Sell” to “Neutral” with an $18 target, even as the stock pulled back.

Bitcoin’s recent decline added pressure, but investors are eyeing the earnings report for clues on MARA’s mining margins, expansion plans, and balance sheet strategy.

As one of the most significant crypto mining plays, its next move could set the tone for sector peers.

Dow Inc. | DOW

Price: $25.71

Dow Inc. is under pressure, but for value investors, it may be time to take a closer look.

The chemical giant slashed its dividend in half after reporting a wider-than-expected loss and top-line weakness across all segments.

That triggered a 16% selloff, its worst session in five years.

But this reset could be a setup. Even after the cut, Dow still offers a 5.5% yield, making it one of the highest payers in the S&P 500.

The company has moved aggressively to cut costs, close underperforming plants, and push for regulatory intervention in response to global oversupply.

As a cyclical name with strategic restructuring underway, Dow may attract attention from contrarian buyers seeking to capitalize on historic discounts and lock in income.

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Chipotle Mexican Grill | CMG

Price: $44.86

Chipotle is down over 30% from last year’s highs after back-to-back quarters of negative same-store sales.

The company missed Q2 revenue estimates, cut its full-year outlook, and cited macro pressures on lower-income consumers as a key headwind. But beneath the disappointment lies a durable business with a clear expansion roadmap.

Restaurant-level margins remain strong at 27.4%, and the company plans to open more than 300 new locations in 2025.

Management continues to invest in operational efficiency and technology-driven productivity.

While investor sentiment has soured, CMG’s long-term store growth target of 7,000 locations, along with its improved valuation, may offer a rare entry point for patient buyers.

Full Truck Alliance | YMM

Price: $11.51

Full Truck Alliance is seeing strong earnings momentum and continues to outpace industry peers.

EPS rose 59% last year, and analysts now expect 23% annual growth through 2028, more than double the market average. That growth has helped justify a higher P/E, despite some investors expressing caution.

YMM’s platform is becoming a core logistics tool in China, and its margin profile is improving in tandem with scale.

While valuation remains elevated, the company’s expansion strategy and stable dividend could support upside.

For investors seeking international exposure to freight digitization and scalable platforms, YMM offers an attractive blend of growth and yield.

This week will test both market optimism and company execution. With the Fed meeting, a flood of earnings, and key economic data ahead, the focus is shifting from macro to micro.

Investors are paying attention to balance sheets, margin trends, and catalysts that can drive outperformance.

Hims & Hers and Marathon Digital are high-beta names with active investor interest and news-driven setups. Dow offers a contrarian income angle following a major reset.

Chipotle is showing signs of a valuation opportunity amid pessimism. And Full Truck Alliance continues to benefit from fundamentals that outpace its sector.

As volatility increases, these names provide a glimpse into where capital may shift next.