The major U.S. equity benchmarks delivered a powerful finish to the quarter. The S&P 500 rose +14.05%, marking its best quarter in five years, while the Nasdaq climbed +20.02%. Semiconductor stocks led the rally in a dramatic fashion: the SOX index posted a gain of +87.8% for the quarter, the strongest quarterly performance since the index's 1993 debut.
June was characterized by significant repositioning across market capitalizations and sectors. Passive flows into mega-cap technology increased following SpaceX's addition to the Nasdaq, while institutional investors rotated money into semiconductor infrastructure, mid-cap stocks, and healthcare names. Those areas are cited as where the bulk of earnings growth is concentrated for the moment.
Subscribers to InvestingPro have been positioned for these shifts for months. The platform's machine-learning driven strategies have been issuing monthly selections and rebalances designed to map where the market's momentum and medium-term earnings opportunity lie. The July refresh of those AI-picked stock lists has been published and is now available to members.
Track record and recent performance
InvestingPro members following the AI-driven strategy since the models' official rollout in November 2023 have seen the collective basket of AI picks return +247.60% since launch. That performance represents an outperformance of +170.80% relative to the S&P 500 over the same period. The firm notes these are real-world results recorded since the November 2023 go-live of the AI models.
June alone produced multiple rapid winners. The AI lists generated more than a dozen stocks that moved 20% or more in the month, with several approaching 50% gains in under 30 days. Representative intraday and month-end moves flagged in June included:
- Marvell Technology (MRVL): +7.25%
- Cardinal Health (CAH): +0.57%
- Nucor (NUE): -2.55%
- Texas Instruments (TXN): +4.41%
- Teradyne (TER): +4.45%
- Amneal Pharmaceuticals (AMRX): +0.12%
- Onto Innovation (ONTO): +7.68%
- Veeco Instruments (VECO): +9.11%
- Molina Healthcare (MOH): -0.37%
- Haemonetics (HAE): -0.16%
- Ameresco (AMRC): +3.88%
- SOX Index: +3.92%
- Allegro MicroSystems (ALGM): +4.9%
- Consensus Cloud Solutions (CCSI): -0.29%
- S&P 500 Index (US500): +0.79%
Several individual names delivered especially large month-over-month moves in June. Notable one-month performances include:
- Onto Innovation (ONTO) - +48.00% in June alone
- Allegro MicroSystems (ALGM) - +47.72% in June alone
- Marvell Technology (MRVL) - +35.76% in June alone
- Amneal Pharmaceuticals (AMRX) - +34.19% in June alone
- Veeco Instruments (VECO) - +32.41% in June alone
- Teradyne (TER) - +30.99% in June alone
Beyond the month-to-month winners, members continue to hold positions that have produced substantial multi-month gains since first selected by the AI models. Examples of these longer-term winners include:
- Consensus Cloud Solutions (CCSI): +78.60% after selection by the AI
- Molina Healthcare (MOH): +68.38% after selection by the AI
- Cardinal Health (CAH): +52.28% after selection by the AI
- Texas Instruments (TXN): +40.51% after selection by the AI
- Nucor (NUE): +38.57% after selection by the AI
- Haemonetics (HAE): +37.51% after selection by the AI
Accessing the July list
The updated set of AI-picked stocks for July is available now to InvestingPro members. The platform highlights a limited-time pricing promotion that allows new subscribers to lock in access at promotional pricing, including offers of up to 60% off for a restricted period. The platform also notes a monthly cost below $7 for members already positioned across these strategies.
For users interested in subscribing, the platform provides options for app-based and web subscriptions. Members receive not only the list of tickers but also the AI-produced rationale behind each pick, which is intended to aid investment decision making.
Why certain stocks were selected - the Marvell case study
The AI models also provide explanatory signals for why specific names are chosen. Marvell Technology is used as an example of those combined signals. The AI cited three primary drivers for adding Marvell to its list: exceptional market performance, very strong revenue growth, and a valuation that the model deems attractive on a growth-adjusted basis.
Key facts cited about Marvell in the AI rationale include:
- A roughly ~242% return over the past year
- Record Q1 FY2027 revenue of $2.4 billion, up 28% year-over-year
- The data center business representing 76% of total revenue
- A PEG ratio of 0.12, indicating the stock may be inexpensive relative to its earnings growth rate
- An EPS projection exceeding $6 by 2027
- Management raising full-year revenue guidance to approximately $11.5 billion, an implied growth rate near 40%
- A FY2028 revenue target of approximately $16.5 billion
- A reported $2 billion strategic investment from NVIDIA and reported partnership discussions with Google
The platform notes that the same explanatory framework is applied to each stock the AI selects or removes from its lists, enabling members to review the signals that drove each decision.
How the monthly AI process works
At the start of each month the AI refreshes strategies with up to 20 stock selections. Those choices are produced by a machine-learning engine that blends more than 150 established financial models trained on over 15 years of financial data from markets around the world. The monthly rebalance can add, retain, or remove names as the model reassesses medium-term growth trajectories for each company.
To measure performance consistently, each strategy's returns are tracked using equal weighting across the selected stocks. Although individual members are not required to adopt that exact weighting in their portfolios, equal weighting serves as a consistent benchmark for evaluating the model's ability to surface opportunities across the basket.
The platform emphasizes that stock selection is probabilistic, and the demonstrated edge is built by disciplined position management - knowing when to hold and when to rotate into other opportunities. That discipline is cited as a foundation for the track record produced since the November 2023 launch.
A past example of the AI's trade and subsequent exit
Ameresco is presented as an example of the model's trade execution and exit discipline. The AI models added Ameresco at $15.87 in August 2025 after flagging strong momentum, 30% year-over-year revenue growth, and a stock trading below analyst fair value. The company was noted to have secured a $240 million hydroelectric contract in Alaska, a growing project backlog, and multiple analyst price target increases.
In the two months following the addition, Ameresco shares rose 136.55% to $37.54 as the market repriced the recovery story. Rather than remain invested through deteriorating fundamentals, the models rotated out of the position at $37.54 in October. Subsequently the stock declined 36.39% toward $24 in the months that followed.
The AI-identified reasons that triggered the exit included:
- Pressured margins: operating margins remained thin at 5.1% despite revenue growth of 22.8%, and return on assets was 1.6%, below sector peers
- Rising liabilities: total liabilities reached $3.2 billion in Q2 2025, with potential exposure including $89 million in claims from project delays and $26.7 million at risk due to a supplier bankruptcy
- Volatility risk: a beta of 2.23 and a history of large price swings, including a prior peak of $97.50 in 2021, indicated sizeable downside risk at elevated valuations
Ameresco's long-term business case was not dismissed; the models judged that after the rapid appreciation, more attractive risk-reward opportunities existed elsewhere. The Ameresco trade and subsequent exit illustrate the monthly ProPicks AI rebalance process.
Membership and next steps
The refreshed July AI stock lists, supporting rationales, fair value ratings, and institutional-grade insights are available to InvestingPro members. New subscribers are offered promotional pricing for a limited time, with the platform noting potential savings of up to 60%.
InvestingPro users can also access tools such as the Fair Value calculator, which combines a mix of 17 valuation models for price-to-fair-value analysis. The platform recommends this tool to evaluate specific names, including Marvell, using its multi-model valuation approach.
Note: Subscription prices mentioned are stated to be accurate at the time of publication and may vary by region. Past performance does not guarantee future results.