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The Morning Dose EP79 Neutral

Morning Dose: Market Reacts Domino’s EPS Miss, Stock Surges! – Monday 7/21/2025

July 21, 2025 10:55
Tickers Mentioned
SPYQQQVZDPZROPSRPTDLTRPINSTGTAXP
Episode Summary
Futures higher as market consolidates with SPY at 629. Verizon's strong earnings boost telco sector while Domino's rallies despite EPS miss. Sarepta drops sharply on FDA hold. Patience needed as earnings drive direction.
Key Takeaways
  • Market consolidating with SPY at 629 and QQQ at 563
  • Verizon beat earnings and raised guidance, strengthening telco sector
  • Domino's missed earnings but rallied on steady revenue performance
  • Sarepta Therapeutics plunged on FDA clinical hold and downgrades
  • Earnings catalysts key for market direction this week
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Morning Dose: Market Reacts Domino’s EPS Miss, Stock Surges!

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

Intro & Market Mood

Market Mood: Equities futures are positive as we start the week, following last week’s record highs on the S&P and Nasdaq. Traders are optimistic heading into a significant week for earnings reports.

Overnight Headlines

  • Trade Talks: Speculation over potential tariffs on European imports is balanced by optimism for a trade deal.
  • AI Action Plan: An upcoming announcement mid-week could impact various sectors with reduced regulations and energy development focus.

Economic Announcements

The economic calendar is relatively light, with the focus shifting to corporate earnings reports for market direction.

Earnings Highlights

  • Domino’s Pizza (DPZ): Missed on EPS but stock surging over 6% on stable revenues.
  • Verizon (VZ): Beat on top and bottom lines, raising full-year guidance, driving a nearly 5% pre-market increase.
  • Roper Technologies (ROP): Beat estimates and increased future revenue guidance, signaling strength.
  • Sarepta Therapeutics (SRPT): Faces significant setbacks with a clinical hold on treatment and downgrades leading to a pre-market drop of almost 40%.

Top Movers

  • Positive: Verizon (VZ), Roper Technologies (ROP)
  • Negative: Sarepta Therapeutics (SRPT)

Quick Trade Ideas

  • Bullish Case: Strong earnings results from key tech firms could propel SPY and QQQ above resistance levels, triggering buying momentum.
  • Bearish Case: Earnings misses or geopolitical surprises could lead to a break below support levels, inviting more significant selling pressure.

Key Takeaway

Stay nimble this week focusing on earnings and technical levels. Look for catalysts to break the range-bound market and monitor reactions at key resistance levels for potential market direction.

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