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Ceasefire Hopes Lift Markets as Investors Look for Stability and Stock Standouts
Markets kicked off the week with cautious optimism after President Trump announced a tentative ceasefire timeline between Israel and Iran.
While details remain murky, especially after Iran fired missiles at Israel hours before the deadline, the broader market is reacting to hopes that the worst of the conflict might be over.
Oil prices, which had spiked last week due to supply concerns, pulled back by more than 7% on Monday and were down again in after-hours trading.
That provided a tailwind for equities, with all major indexes closing higher, led by the Nasdaq and the S&P 500.
However, make no mistake: the Middle East situation is fluid and can shift minute by minute.
Traders are also watching Fed Chair Jerome Powell’s testimony on Capitol Hill for clues on potential rate cuts, especially after recent comments by Fed officials opened the door to a possible July move.
Here are five names that stood out as we head into Tuesday:

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Grab Holdings | GRAB

Price: $4.74
Grab has been a sleeper outperformer in 2025, up more than 35% year-to-date even after Monday’s modest pullback.
A recent Buy reiteration from Citi, with a $6.20 price target, underscores continued institutional confidence.
The company’s ride-hailing and delivery segments remain dominant across Southeast Asia, and there's real excitement around its fintech and advertising expansion plans.
Management’s focus on profitability and gross merchandise value (GMV) growth is resonating, and a rumored acquisition of GoTo could consolidate its leadership in the region.
While Grab trades at a sky-high P/E ratio, its balance sheet remains strong, and improving EBITDA makes it a compelling internet play in the ASEAN region.
If the ceasefire holds and macro uncertainty fades, GRAB may retest its May highs.

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Hecla Mining | HL

Price: $5.80
Hecla jumped more than 10% on Monday as silver and zinc prices rallied amid concerns over geopolitical risk and inflation.
HL is the largest silver producer in the U.S., but it also has growing exposure to zinc, a metal that benefits from global infrastructure, energy, and electric vehicle (EV) tailwinds.
Production from its Greens Creek and Lucky Friday mines continues to break records, with $228 million in free cash flow last year alone.
Even as the Keno Hill ramp-up faces delays, Hecla’s extended mine life and ESG initiatives offer long-term sustainability.
If commodity prices remain elevated, HL could continue to outperform its mining peers.
For investors seeking a hedge against macro risk with upside tied to clean energy infrastructure, HL might be worth watching closely.

ADT Inc. | ADT

Price: $8.39
With a nearly 20% YTD gain and a 2.65% dividend yield, ADT is quietly drawing attention from value investors.
It’s one of the few mid-cap names offering strong free cash flow, a low P/E (just 12.75), and solid forward earnings growth.
The stock also ranks highly on traditional value metrics, such as price-to-book and price-to-cash flow, giving it broad appeal among income-focused and fundamental investors.
In a market where safety and defensiveness are back in vogue, ADT’s combination of recurring revenue, home security exposure, and undervaluation could make it a reliable performer in choppy waters.
While it may not deliver explosive growth, ADT’s improving margins and consistent execution position it as a potential long-term compounder.

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Lloyds Banking Group | LYG

Price: $4.21
Lloyds is up more than 50% this year, riding the wave of strong earnings growth, stable credit quality, and high institutional interest.
With UK stocks still trading at discounts to their U.S. peers, Lloyds stands out for its 4% dividend yield and its dominant share of the British consumer banking market.
The company is projecting 11% EPS growth and aims to boost net interest income to £13.5 billion by 2025.
It’s also benefiting from a rebound in investor sentiment toward UK equities and remains one of the most widely held names in European bank ETFs.
LYG may not be flashy, but for investors seeking yield, growth, and international diversification, it may remain on the radar through year-end, especially if U.S. market volatility persists.

Coupang | CPNG

Price: $28.95
Coupang continues to impress, with a 27% YTD gain and strong fundamentals across the board.
The Korean e-commerce giant is growing its revenue at nearly 15% per year, and analysts expect its earnings per share (EPS) to more than double by 2026.
Recent partnerships and infrastructure investments have solidified Coupang’s edge in logistics and delivery speed—its key moat in the highly competitive Asian retail market.
Despite its high valuation, Coupang’s growth profile and improving margins have kept institutional buyers engaged.
That said, volatility could pick up if broader tech sentiment weakens or the Middle East situation reignites risk aversion.
Investors may want to tread carefully, but the long-term story remains intact.

Markets breathed a sigh of relief on Monday night, hoping that a ceasefire between Israel and Iran was taking shape.
However, conflicting messages from officials in Tehran and Jerusalem serve as a reminder that the situation remains highly fluid.
If tensions cool, risk assets may continue to rebound, particularly in consumer and tech sectors.
However, if diplomacy stalls, safe-haven assets like silver and defensive stocks, such as ADT, could regain their leadership.
As always, geopolitical risk can swing sentiment quickly, but it also creates opportunities for disciplined investors to capitalize on.
This is a market that rewards stock picking over sweeping sector bets, and this week’s top names reflect that theme.
Best Regards,
—Noah Zelvis
Everyday Alpha