Schwab Network

Jillian DelSignore tracks ETF inflows for the first half of 2025. “I like to think about ETFs as exposures…and those exposures have really evolved over time.” ETF wrappers democratize investing, she posits, because they can give investors easier exposure to complex institutional strategies like options. She also looks at the rise of active ETFs and how that has changed the sector.

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Jenny Horne and Adam Lynch take a look at two crypto assets that have possibly been overlooked amidst the latest round of legislative changes: XRP and Solana. Adam explains the similarities and differences between them, while addressing the interest in their use case. Later, they speak about Goldman Sachs (GS) and BNY (BNY) partnering up to tokenize the money market industry.

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Ahead of Alphabet's (GOOGL) earnings, Craig Warnimont talked about the extensive focus it and other Big Tech firms will place on A.I. and data center spending. He says tax benefits help justify businesses spending tens of billions of dollars. Craig adds that all Mag 7 earnings should be treated independently, though guidance will play a big role for all of them. However, as high-growth stocks take a breather, the rest of the market needs to pick up the slack.

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Brett Feldman of AT&T (T) breaks down their quarterly earnings report. He highlights the number of customers added across mobile, fiber and other segments. “It’s growth across the board, and we’re growing where we’ve been investing in our business.” He discusses fiber growth plans, expecting to double its reach, and investments in their workers. Brett notes that consumers tend to like bundling connectivity services together.

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John Freeman recently pulled out of his positions on Alphabet (GOOGL), believing its 20x P/E ratio is too high. He points to OpenAI taking Google search revenue as a "plausible enough" long-term risk. Greg Dukes disagrees, citing soaring cloud and advertising revenue as major growth drivers. He and John both like Amazon (AMZN) as a Mag 7 name they see gaining traction in the back half of 2025.

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Dave Mazza says markets are experiencing a 2.0 version of 2021's meme stock craze. Stocks like Opendoor (OPEN), Krispy Kreme (DNUT), and GoPro (GPRO) have seen substantial rallies and sell-offs similar to GameStop (GME). Dave highlights how options open the door for additional trading in stocks with high short interest. He also talks about what institutional investors "can't ignore" in meme stocks.

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Anthony Saccaro says, “the tariffs are working, I think consumers are not worried.” He argues energy prices have helped offset inflation from housing and food. “The Federal Reserve has to stay put” on rates right now, he adds. Anthony discusses volatility in the market recently and thinks a dip is a buying opportunity for long-term investors. In equities, he likes tech right now.

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Ken Stillwell, COO & CFO of Pega Systems (PEGA), says “pretty much everything went right for us this quarter.” Pega develops, licenses, markets, and hosts enterprise software. The stock rallied to 3-year highs after earnings. He talks about how their multi-year strategy is paying off as they boost free cash flow. Ken also covers Pega’s AI strategy, both behind the scenes and in customer services.

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Andy Swan from Likefolio talks Chipotle (CMG) ahead of earnings. Andy sees strong year-over-year change in visits, with only Shake Shack (SHAK) and Steak n Shake ahead of it. “The fanbase is coming back and getting more enthusiastic,” he says, and calls it a “stealthy AI or tech play.” He likes it as a long-term idea, but notes that it does have headwinds investors should watch.

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Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" with its anticipated AI and FSD advancements. However, Lucas still sees the EV tax credit cut and lack of infrastructure serving as a major headwind.