Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTChris Markoch, MarketBeatSat, July 4, 2026 at 1:00 PM GMT+2 7 min readKey PointsInterested in AirJoule Technologies Corporation? Here are five stocks we like better.Markets ended a shortened week higher despite a weaker-than-expected June jobs report, with tech rotation favoring chipmakers and software stocks stabilizing.Second-quarter earnings season begins next week, with investors focused on forward guidance around AI demand and consumer spending trends.MarketBeat analysts identified opportunities across AI infrastructure, space stocks, defensive sectors, and names including Palantir, Netflix, and NextEra Energy for the second half.Stocks ended the shortened trading week digesting a weaker-than-expected June jobs report, but the overall market tone stayed constructive, with major indexes still positioned to finish the week higher. The internal rotation within tech was notable: chipmakers led early, while software stocks began to see renewed buying interest as sentiment stabilized.Investors may get a little relief from market volatility as the first of the second-quarter earnings reports trickle in next week. Earnings growth is the signal, and investors will be waiting for the forward guidance that comes from companies, particularly as it deals with artificial intelligence (AI) demand and the consumer.→