Nasdaq Power Surge: Tesla, Palantir, SMCI Stock in Focus

Think of a trading day so full of potential, so full of boom and bust and market-making chances that even the experts are on the edge of their seat. And today is one such day, Wall Street, with the lights focused on four of the heavyweight Nasdaq stocks, Tesla, Palantir and Super Micro Computer. Regardless of whether you are an old hand at trading, or you just like watching, firing up these tickers is the thing, and the markets are full of potential.

This year has been quite a rollercoaster ride already on the high-tech Nasdaq index in the United States. Amidst swings of changes in the world economy, emerging technologies in Artificial Intelligence, and the unstoppable inciting of innovations, the upheavals such as Tesla (TSLA), Palantir (PLTR), and Super Micro Computer (SMCI) have become the current of the market mood. These stocks are once again flashing bullish action, and it is possible that we can be witnessing another tipping point.

The Wild Ride of Tesla

Tesla remains the heart-stopper in the market. At the time of writing TSLA is quoted at $332.11 which represents a 1.10% rise on the day and above a support area at $310. This sort of thing may appear to be business as usual, but the real fun starts once the closing bell rings: Tesla is about to report its second-quarter earnings, an event that investors and analysts are waiting for without taking a breath.

Throughout 2025, Tesla’s stock has crawled between $220 and $430, drawing doubters and devotees into heated debates. The company’s performance is under a microscope, with Wall Street forecasting a somewhat gloomy quarter: a 25% year-over-year drop in earnings per share to $0.39 and a 13% fall in revenue to $22.19 billion. The reason? A prolonged slide in electric vehicle (EV) sales, magnified by increased competition and regulatory headwinds. For the second quarter, Tesla delivered 384,120 vehicles, a 13.5% slide compared to last year.

Yet, despite these headwinds, the market remains bullish. Momentum traders are watching the $325 level, with analysts pointing out that dips have repeatedly attracted fresh buying, evidence that the long-term uptrend is far from over. The 50-day simple moving average is holding at $325.78, and sentiment gauges like the Fear & Greed Index are flashing “Fear,” hinting there’s room for contrarian buyers to step in.

Analyst targets vary widely, with an average 12-month price target of $298.97 yet some bullish calls land north of $335, betting big on Tesla’s future in self-driving tech and AI-powered robotics. As always, CEO Elon Musk’s comments during the earnings call could ignite unexpected price moves, making Tesla the name to watch today. For updated prices and market movements, check CNN’s real-time TSLA tracker.

Palantir’s Quiet Ascent

Palantir Technologies (PLTR) might not have Tesla’s drama, but it has quietly become one of the most explosive performers of 2025. As of July 23, PLTR is trading around $148.60 after more than doubling since the start of the year. Demand for AI and advanced analytics tools has made Palantir a darling among institutional investors. This rally is more than speculation. Palantir’s revenues are projected to grow from $3.9b in 2025 to a staggering $11.9b by 2030, while earnings per share are forecast to hit $0.58 for the year.

The company has also reported seven consecutive quarters of revenue growth increase over time, which many of its rivals can hardly achieve. The bull indicators are supported by the technical indicators, the 50-day moving average is closed at $134 where the average is increasing and the relative power (RSI) 63.94 has also become strong, implying that the momentum has not yet slowed down and is resting.

In the upcoming week, the short-term price forecasts are between $133 and $163 with some forecasting the share price may reach $159 by the end of August. Nevertheless, the risk is quite high as a deep-learning prediction forecast is a potential plunge to about $100 in a year, which proves volatility and the necessity of the timing. Investors should note that Palantir is not cheap. At stratospheric price-to-sales levels, it is the costliest stock in the S&P 500, through this month. This is a very precise valuation, with not much margin of error yet, so far, it is performing against its targets, as it is catching one of the most powerful tech trends of our time.

Super Micro’s Value Hunt

Super Micro Computer (SMCI) rounds out our trio with a story that blends volatility with deep long-term promise. Today, SMCI is at $49.86, showing modest gains through the session despite a rough sell-off earlier in the week. This dip has emboldened bargain hunters, encouraged by robust support levels and a clear uptrend in the longer-term charts. Technical analysts see a mixed short-term picture with the short-term moving average below price; bearish signals abound, but the positive long-term trend far outweighs these negatives. SMCI has managed to dodge the worst of tech’s shakeout by riding the relentless demand for advanced servers and AI infrastructure.

The next major catalyst? Earnings, set for August 5, could provide the clarity investors need. Price targets show a standard Wall Street split, the average analyst forecast calls for $41.21 (a touch below current prices), but the highest estimate reaches $70, a potential 40%-plus rally from here. Market-watchers see this as a “buy-on-dip” opportunity, noting SMCI’s resilience through tough sessions and its favored status among AI infrastructure bulls. For the latest trading ideas, use CNN’s SMCI market dashboard.

The Big Picture

What ties these stocks together is not just their Nasdaq listing, but their importance to the future of technology and trading. Tesla continues to set the agenda in electric mobility and AI, despite cyclical setbacks. Palantir is capitalizing on the AI boom, pushing toward records with every new contract. Super Micro is the scaffolding of the AI revolution, selling the advanced systems that power modern data centers.

However, risks remain:

• Tesla faces regulatory challenges, margin compression, and unpredictable CEO commentary.
• Palantir could face a valuation correction if growth slows.
• Super Micro is sensitive to hardware cycles and supply constraints.

Each of these names is a favorite among traders for their volatility, liquidity, and headline-driven potential. The short-term outlook is positive, with technical and fundamental support for further gains, but caution is warranted, especially heading into Tesla’s earnings and upcoming reports for the others.

Looking Ahead

With the Nasdaq near all-time highs, macro trends such as inflation, interest rates, and global supply chains are as pivotal as any single earnings report. In the coming months:

• Tesla may surprise with news on Robotaxis and AI products, catalyzing sharp moves.
• Palantir is likely to remain one of the poster children of AI, but investors need to oversee valuation and growth rates.
• Super Micro Computer could see new highs if earnings validate the AI infrastructure thesis.

For those with conviction, “buy the dip” remains the mantra. But don’t overlook risks: the next data point could quickly change the narrative. Keep your screens on and your strategy nimble, because these three giants are writing the next chapter of the Nasdaq story one headline at a time.