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The Morning Dose EP148 Bullish

Morning Dose: Amazon and Apple Lead Charge, Futures Green – Friday 10/31/2025

October 31, 2025 4:57
Tickers Mentioned
AMZNAAPLNFLXATECSNOWNVDAWDC
Episode Summary
Futures point green Friday as Amazon and Apple earnings offset yesterday's mega-cap profit-taking. Key PCE data at 8:30 AM. Traders should focus selectively on tech breakouts while monitoring S&P and NASDAQ support levels.
Key Takeaways
  • Futures green on strong Amazon and Apple earnings beats
  • Amazon AWS sales jumped 20% beating expectations significantly
  • Apple provided strong guidance despite lighter iPhone revenue
  • Core PCE Price Index expected 0.3% rise at 8:30 AM
  • Tech sector shows relative strength with selective breakout opportunities
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Morning Dose: Amazon and Apple Lead Charge, Futures Green

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. It is Friday, October thirty-first, and futures are pointing to a green open! We’re looking to claw back a good chunk of yesterday’s losses right from the bell.

Overnight Headlines

Yesterday saw profit-taking in mega-caps after a strong run-up. However, today, the market is rebounding pre-market thanks to solid earnings from Amazon (AMZN) and Apple (AAPL).

Economic Announcements

Key data at 8:30 AM Eastern includes Employment Cost Index, Personal Income, Personal Spending, and the crucial PCE Price Index – consensus expects a 0.3% rise in the core reading.

Earnings Highlights

  • Amazon (AMZN) beat earnings expectations with a 20% increase in AWS sales.
  • Apple (AAPL) surpassed EPS estimates and provided strong revenue guidance despite light iPhone revenues.
  • Netflix (NFLX) announced a stock split and is rumored to be eyeing Warner Brothers Discovery.

Top Movers

  • Top Gainers: Alphatec (ATEC) (+20%), Reddit (+11%), Western Digital
  • Top Losers: SPS Commerce (-33%), Newell Brands (-13%)

Quick Trade Ideas

Watch for breakouts in tech stocks like SNOW, but be selective and focus on stocks with relative strength.

Key Takeaway

Traders should stay cautious but look for opportunities in the tech sector. Monitor economic data at 8:30 AM and key support/resistance levels for the S&P 500 and NASDAQ.

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