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The Morning Dose EP17 Bearish

Morning Dose: Market Update Tariff Tease Rocks Markets – Friday 4/25/2025

April 25, 2025 1:57
Tickers Mentioned
GOOGLTMUSGILDINTCSPYQQQ
Episode Summary
Futures slide on tariff uncertainty despite a solid week of gains. Alphabet shines with strong earnings while Intel and Gilead disappoint. Traders await Michigan Consumer Sentiment data as markets consolidate.
Key Takeaways
  • Futures dip as China tariff exemption fails to sustain rally
  • Alphabet crushes earnings with strong advertising and cloud growth
  • Intel and Gilead disappoint with weak guidance affecting sentiment
  • University of Michigan Consumer Sentiment data at 10am key
  • Market consolidation continues with cautious trader positioning
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Morning Dose: Market Update Tariff Tease Rocks Markets

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. Futures are dipping, folks, tariff tango continues!

Overnight Headlines

A little bit of a backslide after a solid week of gains. S&P futures down 0.2%, Nasdaq down 0.3%, and the Dow down 0.5%. That China tariff exemption news, well, it’s something, but not enough to keep the bulls charging.

Economic Announcements

  • University of Michigan Consumer Sentiment data coming out at 10 a.m. That could shake things up.

Earnings Highlights

  • Alphabet (GOOGL): Crushed it! Advertising revenue up, cloud revenue soaring, dividend increase, massive share buyback.
  • T-Mobile: Beat, but the stock’s down.
  • Gilead (GILD) and Intel (INTC): Not so hot. Guidance was a bit disappointing.

Top Movers

Overseas:

Asia mostly green, Australia and New Zealand out for holidays.

Europe trending up, but lingering tariff tension.

Quick Trade Ideas

  • Keep an eye on Alphabet (GOOGL), a powerhouse.
  • Watch for potential sector impact from Intel (INTC) weakness.
  • Monitor key support levels on SPY and QQQ. Be ready for anything in this consolidation phase.

Key Takeaway

Market sentiment remains cautious as traders navigate tariff uncertainties and earnings reactions. Focus on strong performers like Alphabet (GOOGL) while staying mindful of potential sector-wide influences from weak guidances like that of Intel (INTC). Keep a close eye on market levels for trading opportunities.

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