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The Morning Dose EP147 Neutral

Morning Dose: Fed Hangover, China Truce, Earnings Surge – Thursday 10/30/2025

October 30, 2025 5:06
Tickers Mentioned
GOOGLLLYMETAMSFTFMCALGNTSLANVONOW
Episode Summary
Markets cautious after Fed decision and U.S.-China trade truce. Alphabet and Eli Lilly excel while Meta disappoints. Focus on tech and healthcare strength with tight stops as GDP and jobless claims loom.
Key Takeaways
  • Markets flat post-Fed as U.S.-China trade truce brings cautious optimism
  • Alphabet and Eli Lilly surge on strong earnings beats
  • Meta tumbles 9% on disappointing guidance despite solid results
  • Tech and healthcare sectors showing relative strength amid volatility
  • GDP and jobless claims data at 8:30 AM could set tone
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Morning Dose: Fed Hangover, China Truce, Earnings Surge

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

Intro & Market Mood

Futures are looking flat this morning after yesterday’s post-Fed indecision. The market seems cautious amid a one-year trade truce between the U.S. and China.

Overnight Headlines

  • Alphabet (GOOGL) soars over 8% on strong earnings and Google Cloud growth.
  • Eli Lilly (LLY) jumps 4% after crushing earnings estimates and raising guidance.
  • Meta Platforms (META) tumbles nearly 9% on in-line guidance disappointment.
  • Microsoft (MSFT) slips 1.7% despite a solid beat and strong Azure growth.

Economic Announcements

Watch for third-quarter GDP and Initial Jobless Claims numbers at 8:30 AM Eastern. These figures could set the day’s tone.

Earnings Highlights

  • Google (GOOGL) and Eli Lilly (LLY) excel, while Meta Platforms (META) stumbles.
  • Stocks like FMC Corp (FMC) face significant losses post-earnings announcements.

Top Movers

  • Align Technology (ALGN) surges 15% on impressive results, while FMC Corp (FMC) plummets 30%.

Quick Trade Ideas

Focus on tech and healthcare sectors with relative strength. Use tight stops and be nimble in today’s market conditions.

Key Takeaway

Be cautious but alert for trading opportunities in a volatile market. Tech and healthcare stocks are showing strength, while cyclical sectors remain weak.

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