A Shift in Focus as Earnings Take the Wheel

An enterprise AI leader just raised its full-year forecast. A top telecom and cybersecurity firm beat expectations. A casino operator and home improvement chain are gaining ground on travel and housing tailwinds. Here’s what traders are watching today.

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ServiceNow | NOW

Price: $996.11

ServiceNow is back in the spotlight after raising its full-year revenue outlook.

The company reported 22.5% growth in Q2 subscription revenue and now expects full-year subscription revenue to be between $12.78 billion and $12.80 billion.

More importantly, customer retention remains rock-solid, with a 98% renewal rate and a rising average contract value among Fortune 500 clients.

The company’s AI-enhanced workflows continue to gain traction across the tech, finance, and public sectors.

Despite anticipated Q3 deceleration due to timing of renewals and slower federal spending, the long-term thesis remains intact.

Margins are improving, the platform is sticky, and demand in North America remains resilient.

For investors seeking exposure to enterprise-grade AI, NOW may still be underappreciated.

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T-Mobile US | TMUS

Price: $247.48

T-Mobile continues to outperform on execution.

The wireless giant posted Q2 earnings of $2.84 per share, well ahead of analyst expectations, and grew revenue by nearly 7% year-over-year.

The company’s consistent beat-and-raise performance stems from disciplined pricing, expanding 5G network reach, and customer loyalty.

Analysts remain bullish, with a median price target of $270. With scale advantages and ongoing spectrum investments, TMUS is positioning itself as the dominant player in the U.S. wireless market.

Dividend growth and capital returns are additional bright spots.

T-Mobile still trades below its historical P/E range, suggesting there’s room for upside even after the post-earnings pop.

Las Vegas Sands | LVS

Price: $50.77

LVS shares jumped after the company reported a blowout Q2, fueled by stronger-than-expected revenue growth in both Macao and Singapore.

Revenue from its Singapore operations surged 36%, while Macao posted a 2.5% gain.

More than a reopening play, LVS is now a stable cash-generating machine with capital reinvestment opportunities.

The company has recently completed major infrastructure upgrades and is benefiting from a sharp rebound in high-end international travel.

With a 2.05% dividend yield and an eye on potential expansion into Japan and other regulated markets, LVS offers a unique mix of cyclical exposure and long-term growth.

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CrowdStrike | CRWD

Price: $461.82

CrowdStrike remains one of the strongest cybersecurity names, and recent events have only reinforced its moat.

Following a high-profile Microsoft SharePoint exploit, demand for identity protection has soared, and CrowdStrike is reaping the rewards.

The company was just named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security.

Its Falcon platform now ranks highest in automated response, non-human identity protection, and AI-powered detection.

CrowdStrike’s momentum isn’t just reactive. It’s driving next-gen security with proactive threat triage, scalability, and policy enforcement.

The stock is up over 30% YTD, and even with a premium valuation, CRWD continues to deliver innovation and enterprise adoption at scale.

Lowe’s | LOW

Price: $225.59

Lowe’s is shifting its strategy, and it’s not just about home DIY anymore.

The company recently announced a $1.32 billion acquisition of Artisan Design Group (ADG), which expands its reach into the high-margin professional services segment.

This complements Lowe’s long-term plan to focus more on homebuilders and contractors, sectors that are less susceptible to consumer discretionary cycles.

CEO Marvin Ellison noted that over 18 million homes may be needed in the U.S. by 2033, and professional spending is likely to remain elevated.

With a 2.10% dividend yield, strong cash flow, and more than five decades of uninterrupted payouts, Lowe’s may be an overlooked value play, especially if housing activity surprises to the upside.

The noise may shift from day to day, but the core opportunity remains the same.

Companies that deliver strong execution and forward momentum are separating themselves from the pack.

ServiceNow is proving it can lead in enterprise AI while managing headwinds with clarity. T-Mobile continues to scale with efficiency and upside still in view.

Las Vegas Sands is riding a recovery in travel and gaming while making smart use of capital.

CrowdStrike remains ahead in a rapidly evolving threat landscape. Lowe’s is making strategic moves to capture long-term value in the pro contractor market, not just the weekend shopper.

In a market searching for the next leg of leadership, these are the types of names that deserve a closer look. Fundamentals are back in the driver’s seat.