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- Top Pros' Top Picks 07/22/25
Top Pros' Top Picks 07/22/25
Mike Larson
July 22, 2025
Mike Larson | Editor-in-Chief
Stocks are relatively quiet in early trading after a late-day fade yesterday. Crude oil is pulling back, while the dollar is flattish. Treasuries and precious metals are rising. Bitcoin was trading back above $119,000 recently.
Earnings season is in full swing, with several big-name companies reporting second-quarter profits in the last 24 hours. General Motors Co. (GM) said profit tanked 35% from a year ago to $1.9 billion, with tariffs slicing $1.1 billion off adjusted earnings. While per-share results managed to top estimates, revenue also slipped 1.8% to $47.1 billion amid pricing softness.
GM, KO, RTX, NOC (YTD % Change)
Coca-Colo Co. (KO) beat Q2 estimates after raising prices, with earnings up 6% year-over-year on a 2.5% revenue increase. Aerospace and defense giant RTX Corp. (RTX) beat quarterly profit estimates, but lowered its full-year outlook amid rising input costs.
On the flip side, defense contractor Northrop Grumman Corp. (NOC) beat estimates and raised its annual EPS forecast to a range of $25 to $25.40 amid solid sales growth. Earnings growth is running around 5.6% so far, according to FactSet, but that’s with only 12% of S&P 500 companies having reported through last Friday. Results from three of the “Magnificent Seven” companies helped boost the growth number.
Meanwhile, Wall Street is increasingly betting that President Trump will once again back down on trade threats. Fund managers are boosting equity exposure even with the Aug. 1 deadline for trade agreements to be signed approaching because “people have really bought into this belief that there is a Trump put,” in the words of one Invesco portfolio manager quoted by Bloomberg. This comes even as negotiations with key countries like India and economic blocs like the European Union (EU) appear bogged down.
S&P 500 6,305.60 (+0.14%) ↑ | VIX 18.62 (-0.5%) ↓ |
Dow Jones Industrial Average 44,323.07 (-0.04%) ↓ | Gold $1,850.00 per ounce (+1.2%) ↑ |
Nasdaq Composite 20,974.17 (+0.38%) ↑ | Oil $75.00 per barrel (-0.5%) ↓ |
Top options specialists Bob Lang, President of Explosive Options; John Carter, Founder of Simpler Trading; Kevin Davitt, Head of Index Options Content at Nasdaq; and Michael Khouw, Chief Investment Officer at Optimize Advisors, join the MoneyShow MoneyMasters Podcast from the 2025 MoneyShow Symposium in Las Vegas to break down what’s driving the record surge in options trading, and how traders can stay ahead of the curve.
They discuss the rise of 0DTE strategies, the boom in yield-enhanced ETFs, and how institutions and retail traders are both adapting. From the mechanics of daily options to real-world setups like John Carter’s “squeeze,” this conversation is packed with expert insights and actionable takeaways.
TLT: A Way to Play AI. REALLY.
👉️ TICKER: TLT
I like one counterintuitive ETF here. Why? Artificial Intelligence (AI) is deflationary by design – and that should make you bullish on the iShares 20+ Year Treasury Bond ETF (TLT), advises Luke Lloyd, founder and CEO of Lloyd Financial Group.
ET: A High-Yielding Gas Supplier Capitalizing on AI-Driven Demand
👉️ TICKER: SUN, ET
Midstream energy stocks are a great way for income-seeking investors to get a piece of the AI boom and accelerating demand for electricity. And few, if any, are as well positioned as Energy Transfer LP (ET), notes Roger Conrad, managing partner at Capitalist Times.
📈 Block Stock Spikes on S&P 500 Index Addition. After Friday’s closing bell, S&P Global announced that Block Inc. (XYZ) will be added to the benchmark S&P 500 Index ($SPX) effective before the start of trading this Wednesday, July 23. (Barchart)
