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The Morning Dose EP190 Bullish

Morning Dose: Energy Stocks Soar as US Takes Charge – Monday 1/05/2026

January 5, 2026 3:45
Tickers Mentioned
SPYCVXHALMBLYCOSTUBER
Episode Summary
Markets gap up on geopolitical shifts as Maduro's capture boosts energy stocks while oil stays stable. Tech and semiconductors lead Nasdaq strength. ISM data at 10 AM could impact momentum; watch energy service companies and avoid chasing gaps.
Key Takeaways
  • S&P futures up 20 points, Nasdaq up 170 points
  • Energy stocks surge on Maduro capture, oil prices stable
  • ISM Manufacturing Index expected at 48.4% at 10 AM
  • Mobileye secures major U.S. automaker partnership for autonomous tech
  • Watch SPY resistance at 692.50, focus defense and aerospace
0:00 / 3:45

Morning Dose: Energy Stocks Soar as US Takes Charge

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. I’m your host, and we have got a wild Monday morning setup to kick off the first full trading week of 2026!

Overnight Headlines

  • S&P futures are up twenty points, Nasdaq is up nearly one-seventy.
  • The U.S. armed forces captured Venezuelan President Nicolas Maduro over the weekend, impacting energy stocks like Chevron and Halliburton.
  • Oil prices are stable, signaling a regime change play in Venezuela.

Economic Announcements

ISM Manufacturing Index data dropping at 10:00 A.M. Eastern with consensus at forty-eight point four percent.

Earnings Highlights

  • Samsung aims for eight hundred million AI devices, boosting the semiconductor sector.
  • Costco receives a one thousand dollar price target from Mizuho.
  • Uber downgraded to ‘Sell’ at Melius.

Top Movers

  • Mobileye (MBLY) secures a major U.S. automaker for hands-free driving tech.
  • Tech sector is experiencing optimism with corporate moves and global outlook.

Quick Trade Ideas

Watch for resistance levels at six-ninety-two fifty on SPY. Focus on Defense and Aerospace sectors for relative strength.

Key Takeaway

If trading energy stocks, look at service companies for stability post-regime change in Venezuela. Tech sector showing strength with semiconductor companies leading the way.

Final Quick Hits

  • Rumors surrounding Paramount (PSKY) and Warner Brothers.
  • Monitor semiconductor sector performance to gauge overall market movement.

Solid advice for today’s market setup. Stay cautious on chasing gaps and keep an eye on key sectors for potential opportunities. Thanks for tuning in to The Morning Dose!

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