The stock market has seen significant gains in 2025, with AI hyperscalers leading the way. Despite trade wars and job market uncertainty, investors are feeling optimistic.

Earnings season has brought surprises, with NVIDIA missing EPS but impressing with $44 billion in revenue. AI hyperscalers like Meta Platforms continue to set records, while other companies like Coinbase and Chipotle face stock drops even after beating expectations.

Three stocks are changing their narrative after impressive Q2 earnings. SoFi saw membership and loan growth, Boeing is showing signs of a turnaround with a 35% YOY revenue increase, and PayPal’s post-earnings slump may offer a buying opportunity.

Analysts are taking notice of these turnaround stories, with Mizuho, Morgan Stanley, and Barclays updating coverage on SoFi. Boeing’s backlog of over $600 billion and PayPal’s shift towards easier consumer-merchant interactions are also drawing positive attention.

Read more at Nasdaq: 3 Surprising Earnings Winners Changing Their Market Narrative