4 Best Investment Opportunities to Watch in the Second Half of 2025

Wall Street is eyeing select opportunities as 2025 enters its second half, following sharp market swings earlier in the year. While broader conditions remain uncertain—especially due to evolving trade policies under the Trump administration—several companies and commodities are now drawing renewed attention for their fundamentals and long-term potential.

Here’s a look at four options investors are watching closely.

1. Datadog (NASDAQ: DDOG)

Datadog, a cloud monitoring and security company, was recently added to the S&P 500. The move has prompted buying activity from institutional and passive funds. Datadog reported 25% revenue growth in its most recent quarter, with strong free cash flow and continued expansion among enterprise customers. Analysts tracking the stock say its exposure to AI infrastructure and cloud tools positions it well through the end of 2025.

Current Price (as of July 9): $131
Analyst Price Target: $200 by year-end, according to several equity strategists.

2. CVS Health (NYSE: CVS)

CVS shares are up roughly 50% year-to-date, reflecting investor confidence in its diversified healthcare strategy. The company continues to benefit from rising demand for GLP-1 medications used in diabetes and obesity treatment, contributing to strong pharmacy revenues. With a consistent earnings beat and attractive valuation, CVS is being named by some firms, including Zacks, as a top value pick for H2.

3. Gold

In an environment shaped by currency concerns and global economic instability, gold has once again become a go-to store of value. Prices are up over 20% since January and continue to climb. Analysts at JPMorgan and Fidelity expect further appreciation, citing central bank buying, weakening dollar trends, and geopolitical uncertainty.

Gold Price (as of July 9): ~$2,500/oz
12-month Change: +39%

4. Amazon (NASDAQ: AMZN)

Amazon has recovered from earlier lows and is now trading near $222, with analysts expecting further upside. Improved retail margins, a renewed focus on cost efficiency, and heavy investment in AI infrastructure are cited as reasons for optimism. Technical traders have also noted that AMZN recently broke through key resistance levels, opening the door for a potential run toward $270.

Investors aren’t expecting smooth sailing through the end of 2025, but some names — from defensive healthcare plays like CVS to tech infrastructure bets like Datadog — are drawing interest for reasons that go beyond market noise. With gold acting as a hedge and Amazon showing renewed strength, these four options have earned a place on radar screens, even in a year full of surprises.

Also Read: Analyst Who Ditched Tesla for Bitcoin Now Eyes a Comeback Trade