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The Morning Dose EP103 Neutral

Morning Dose: Futures Dip Market Digests Gains for Next Catalyst – Monday 8/25/2025

August 25, 2025 4:11
Tickers Mentioned
NVDAINTCVTLEKDPSPOTSPYQQQ
Episode Summary
Markets pause after Friday's rally with futures showing modest pullback. NVIDIA earnings Wednesday and PCE data Friday are key catalysts. Technical setup remains cautiously bullish with defined resistance levels on SPY and QQQ.
Key Takeaways
  • Futures dip as market digests Friday's rally with profit-taking
  • NVIDIA earnings Wednesday crucial for tech and market sentiment
  • PCE Price Index Friday key catalyst for inflation expectations
  • Technical setup cautiously bullish with SPY resistance at 645
  • Stay disciplined and manage risk amid upcoming event volatility
0:00 / 4:11

Morning Dose: Futures Dip Market Digests Gains for Next Catalyst

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

Intro & Market Mood

The Morning Dose – Everything You Need to Know Before the Market Opens

Good morning, traders! Today, the market seems to be taking a breather after the impressive rally on Friday. The futures are showing a modest pullback, likely some profit-taking after the recent gains. Let’s dive into what’s shaping the market mood.

Overnight Headlines

  • Asia started strong with the Shanghai Composite hitting its best level since 2015.
  • Europe, however, mostly in the red with Germany’s DAX and France’s CAC down.

Economic Announcements

Today’s calendar is light with New Home Sales at 10 AM Eastern. Keep an eye on the upcoming Personal Income and Outlays report with the PCE Price Index on Friday for potential market impact.

Earnings Highlights

NVIDIA is set to report on Wednesday after the close, a significant event for tech and market sentiment.

Top Movers

  • Intel is up nearly 2% as the U.S. government takes a stake in the company.
  • Vital Energy (V T L E) soaring over 14% on acquisition news, while Keurig Dr Pepper is down post-acquisition announcement.
  • Spotify is ticking up on reports of price increases and new services.

Quick Trade Ideas

Technical analysis suggests a “cautiously bullish” setup with key resistance at 645 on the SPY and 572 on the QQQ. Stay nimble, watch key levels closely, and focus on names showing relative strength.

Key Takeaway

Stay disciplined, especially amidst potential event risks from NVIDIA and the PCE data. It’s a trader’s market, so be alert, manage risk, and seize opportunities wisely. Have a great trading day!

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