Hot or Not, Stock Market Edition: 07/10/2025

Here’s what’s hot and what’s not in the market right now: 

• Hot: GlobalFoundries (GFS) gains on acquisition news; Micron Technology (MU) is on the up after an initially mixed reaction to recent earnings 
• Not: Fair Isaac Corporation (FICO) drops in the face of evolving credit ratings models; First Solar’s (FSLR) falls on fears about renewable energy subsidy rollbacks

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🔥 HOT: Semiconductor manufacturer GlobalFoundries (NASDAQ: GFS) gained 7.0% on Tuesday after it announced that it was acquiring MIPS, a company that specializes in hardware for generative AI workloads. GFS has been somewhat slow to recover after the tariff correction, but we see a lot of upside. The company’s Growth potential and Sentiment get B ratings, and we think this could be the beginning of a sizable rally for the stock. We give GFS a B Zen Rating and a Buy recommendation.

🥶 NOT: Fair Isaac Corporation (NYSE: FICO) lost 8.9% on Tuesday after news broke that Fannie Mae and Freddie Mac approved a new credit ratings model that will increase competition in the credit score space and reduce the demand for credit checks. FICO lost 33.1% back in May when the proposal was released before recovering about half of those losses by the end of June. Now, with this latest drop, the stock is down 15.1% YTD and faces a difficult road ahead. We’re not willing to count FICO out entirely yet since the company has rock-solid Financials (A rating) and decent Momentum and Growth potential (C ratings). However, due to this increased uncertainty, we give FICO a C Zen Rating and a Hold recommendation.

🔥 HOT: After a mixed response to its mostly positive earnings report, Micron Technology (NASDAQ: MU) is on the up and up. The stock gained 3.8% on Tuesday, making it one of the biggest gainers in the Nasdaq. We rank MU as the fourth-best stock in the semiconductor industry and give it B ratings in Value, Sentiment, and Financials. The company’s plan to capture about one quarter of the data center memory market is ambitious but entirely plausible given Samsung’s difficulty meeting the market’s demand. MU is up 46.4% YTD and earns a B Zen Rating and a Buy recommendation.

> Learn more about how we rank stocks for Value here

🥶 NOT: First Solar’s (NASDAQ: FSLR) stock fell by 6.5% on Tuesday as the market decided that the threat of tariffs combined with renewable energy subsidy rollbacks was cause for a correction. Solar stocks like FSLR have been facing headwinds from tariffs and policy changes since the Trump administration took office, but now, with the administration’s long-term stance on solar energy resolving, there’s little hope that business will continue as usual. FSLR is only down 7.0% YTD, but with an F rating in Sentiment and D ratings in Growth and Safety, there’s little reason to keep it in your portfolio. We give FSLR a D Zen Rating and a Sell recommendation.

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