Hot or Not, Stock Market Edition: 07/17/2025

• Hot: Twilio (TWLO) gains after announcing new features; the hot streak continues for Chinese music giant Tencent Music Entertainment Group (TME)
• Not: State Street Corporation (STT) loses ground after announcing declining revenue; bad news for BlackRock (BLK) 

P.S. For more stocks making moves, check out our new Zen Ratings Upgrades & Downgrades screener.

🔥 HOT: Shares of Twilio (NYSE: TWLO) gained 6.5% after the company announced new features designed to help its customers react to customer data more quickly. The company’s new “Event Triggered Journeys” give businesses real-time insights into customer behavior, a major advantage over logging events and analyzing them later. We were bullish on TWLO before this news broke, but now we’re even more enthusiastic about its prospects for the remainder of the year. Our analysis gives TWLO an A rating in Growth, which means we expect to see the stock add to the 15.2% it's already gained this year. We give TWLO a B Zen Rating and a Buy recommendation.

🥶 NOT: State Street Corporation (NYSE: STT) lost 7.3% on Tuesday after its second-quarter earnings report revealed declining revenue and rising expenses. The company’s income was 2.5% lower than it was one year ago, which wouldn’t be as much cause for concern if its expenses weren’t up 11%. The only saving grace for STT is that its momentum gets a B rating due to the strength of its uptrend leading into earnings. Even with Tuesday’s loss, STT remains up 4.0% on the year. We give the stock a C Zen Rating and a Hold recommendation.

🔥 HOT: Tencent Music Entertainment Group (NYSE: TME) gained 3.0% on Tuesday, extending its three-month hot streak and bringing its YTD return to 89.1%. The company is the most popular online music platform in China, and its recent success is just one example of companies that focus on the Asian markets outperforming their Western counterparts. If you’re not averse to pure momentum plays, then TME is worth your attention. We give the stock an A rating in Momentum and C ratings across the board in all other metrics. Its momentum is strong enough, however, to warrant a B Zen Rating and a Buy recommendation.

🥶 NOT: Shares of BlackRock (NYSE: BLK) fell by 5.9% on Tuesday after the company’s second-quarter revenue came in below analysts’ expectations. The company’s earnings increased by almost 2% but the revenue miss was more than enough to trigger the selloff. Our opinion on BLK is mixed. On one hand, the stock gets a D rating in Growth and a C rating in Value, indicating that it could be due for a contraction. On the other hand, the company’s Sentiment and Safety ratings are both solid B’s. In light of Tuesday’s earnings information, we give BLK a C Zen Rating and a Hold recommendation.

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