Jillian DelSignore breaks down the Nasdaq’s 2025 Retail Investor Survey. She’s seeing a savvier retail investor and a “plummeting” of social media driven trading in favor of infographics and webcasts. “A lot of shifts we saw were multigenerational,” she adds. Jillian says another foundational shift is that more portfolios are holding crypto, which she partially attributes to the launch of spot ETFs. “Really innovative products coming out are letting investors get more creative.”

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Brian Glenn describes the accelerating “Who Blinks First?” tension between the White House and the Fed as he reacts to the FOMC decision. He works with business owners and discusses the strategies and considerations they’re using in this rate environment. He likes aerospace, citing heavy backlogs in Boeing (BA) and Airbus, as well as auto dealing companies like CarMax (KMX). Brian also likes AI, comparing the boom to the late 90s when many unrelated industries benefitted from new technology.

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As expected, the Fed did not change interest rates in its July meeting. However, one interesting result came from two Fed officials dissenting the decision, arguing that there should be a cut in July. It's the first time there were two dissenting votes in decades. Kevin Hincks talks about Fed chair Jerome Powell's path ahead to address the interest rate outlook, which includes the possibility of updating guidance at Jackson Hole. He also notes ways the calendar is playing against the Fed with core PCE data coming out on Thursday.

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The Fed keeping interest rates the same was the "easy way out," says Michael Green. There's many economic puzzle pieces at play that he believes cloud the Fed's view on where to take rates next. For one, Michael points to a contracting labor market keeping job availability restricted. On the other hand, inflation is also complicating the "soft landing" picture. Michael also talks about why commentary for outlook will be critical for Fed chair Jerome Powell and his peers.

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John Lonski gives his takeaways from the FOMC decision, which leaves rates unchanged in a 9-2 vote. The FOMC statement highlights inflation worries and risks to both sides of its dual mandate. John argues that underlying inflation is still moving lower and thinks “stronger than expected jobs growth” is a bigger risk to re-inflation than tariffs. “The Fed maybe put too much of an emphasis on tariffs,” he continues. He gives a potential case where the Fed could even raise rates, though his base case is around two cuts this year.

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Ethereum is celebrating its 10th birthday. Austin King calls it one of the big three of cryptocurrencies (the others are Bitcoin and Ripple) and says it “made its place in the space by sponsoring innovation.” He talks about how decentralization is coming back into focus for the crypto industry. Austin cautions inexperienced crypto investors to stick to the big players instead of chasing smaller networks.

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Nearly half of the world's population is on Facebook and/or Instagram, and LikeFolio's Landon Swan believes the company has a stellar advantage to capitalize on that audience. He's waiting to see how it will adjust its CapEx for A.I., though he argues there isn't much downside risk on increasing spending. Landon's bull thesis rests on how it can blend the evolving tech with advertising, something he sees as a prime growth driver.

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"The decline has begun" for Netflix (NFLX), says TheoTrade's Don Kaufman, offering his bearish perspective on the streaming giant after its more than 10% fall off all-time highs. He sees "no place to go" but down for Citigroup (C) as it rallies over 70% off April lows, while offering a bullish take on Nike (NKE). Don offers example options trades for all three names while Rick Ducat shows the bearish and bullish trends he sees in the charts.

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A lot of focus for Meta Platforms' (META) earnings will be on its CapEx spending. David Volpe expects the Mag 7 company to boost spending and follow Alphabet's (GOOGL) footsteps, though as long it's toward A.I. growth, he thinks it will be seen as favorable. Francisco Bido adds that the company can create a "feedback loop" through A.I. that will boost user engagement exponentially long-term. They later turn to Meta's ad spend and its importance in earnings.

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“This is the blockbuster week," Robert Schein says. “It’s going to tell us everything we need to know.” He notes that right now, 2026 earnings are expected to be better than in 2025. As to the Fed, “we believe in September, we will see a cut,” he says, and maybe another in December. His stock picks right now include Apple (AAPL), which he says just needs a product refresh and D.R. Horton (DHI), which he considers the strongest of the homebuilders.

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