Quality Stocks, Beautiful Trends. Today's market scan highlights a diverse range of companies showing interesting technical setups and fundamental strength. We are tracking price action in The Bank of New York Mellon (BK), Caterpillar (CAT), General Dynamics (GD), Johnson & Johnson (JNJ), MACOM Technology Solutions (MTSI), RTX Corporation (RTX), and Southern Copper (SCCO). Below is the detailed breakdown by sector.
Financials
BK - The Bank of New York Mellon Corporation
Asset Management & Custody BanksThe Bank of New York Mellon remains a central pillar in the global financial system as the world's largest custodian bank. Recent performance has been driven by net interest income tailwinds and a strategic focus on efficiency in asset servicing. Management continues to emphasize returning capital to shareholders while modernizing their platform to handle digital assets.
Health Care
JNJ - Johnson & Johnson
PharmaceuticalsFollowing the spinoff of its consumer health unit, Johnson & Johnson is reorienting itself as a high-growth pharmaceutical and MedTech powerhouse. The company is leveraging its robust pipeline in immunology and oncology to drive future earnings. JNJ remains a favorite for defensive investors seeking dividend reliability and lower volatility during uncertain market conditions.
Industrials
CAT - Caterpillar Inc.
Construction Machinery & Heavy TrucksCaterpillar continues to benefit from global infrastructure spending and strong commodity prices, which drive demand for its mining equipment. The company has demonstrated pricing power and operational discipline, resulting in solid margins despite inflationary pressures. It acts as a key barometer for industrial economic health worldwide.
GD - General Dynamics Corporation
Aerospace & DefenseGeneral Dynamics offers a balanced portfolio between its Gulfstream business jet division and its defense segments. With geopolitical tensions remaining high, its Marine Systems unit—focused on nuclear submarines—provides a long-term, stable revenue backlog. Meanwhile, the aerospace division is capitalizing on sustained demand for high-end private aviation.
RTX - RTX Corporation
Aerospace & DefenseRTX Corporation is well-positioned to capture growth from both the commercial aerospace recovery and increased global defense budgets. Through its Pratt & Whitney and Collins Aerospace segments, the company is addressing supply chain hurdles to meet record order backlogs. It remains a critical player in modernizing defense capabilities and next-gen aviation technology.
Information Technology
MTSI - MACOM Technology Solutions Holdings, Inc.
SemiconductorsMACOM Technology Solutions is gaining traction as a key supplier of high-performance analog and mixed-signal semiconductor products. The company is strategically aligned with the growing demand for data center infrastructure and telecommunications upgrades, including 5G. Its proprietary technologies in radio frequency and optical networking provide a competitive moat in specialized markets.
Materials
SCCO - Southern Copper Corporation
CopperSouthern Copper Corporation holds some of the largest copper reserves globally, placing it at the center of the green energy transition. As electrification trends accelerate—from EVs to renewable power grids—the demand for copper is expected to outstrip supply. SCCO is known for its low-cost production capabilities and significant dividend potential during commodity supercycles.
