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The Morning Dose EP106 Neutral

Morning Dose: NVIDIA Tumbles, Snowflake Soars Hot Morning Winners! – Thursday 8/28/2025

August 28, 2025 4:23
Tickers Mentioned
NVDASNOWDGFIVECOO
Episode Summary
S&P 500 notched another record as NVIDIA tumbled despite beating earnings on softer Data Center results. Snowflake soared while traders await PCE inflation data. Focus on sector rotation and key technical levels.
Key Takeaways
  • S&P 500 hits record high amid mixed futures
  • NVIDIA beats earnings but falls on weak Data Center revenue
  • Snowflake surges on strong earnings and revenue beat
  • Key economic data: jobless claims, GDP, pending home sales
  • PCE inflation report tomorrow drives trader caution today
0:00 / 4:23

Morning Dose: NVIDIA Tumbles, Snowflake Soars Hot Morning Winners!

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 looking a bit mixed this morning, really a tale of two tapes after the S&P 500 snagged yet another record high yesterday.

Overnight Headlines

The big focus last night was on NVIDIA after their earnings report. Despite beating on EPS and revenue, the stock is down pre-market due to lighter than expected Data Center revenue.

Economic Announcements

  • Today’s key economic data includes weekly jobless claims, Q2 GDP second estimate, and pending home sales.
  • Traders are anticipating the PCE inflation report and parsing words from Fed Governor Waller later today.

Earnings Highlights

  • Snowflake (SNOW) is surging with strong results, beating on earnings and revenue.
  • Dollar General (DG) and Five Below impressed with solid beats and raised guidance.
  • Cooper Companies (COO) faced a sell-off due to weak guidance despite a current quarter beat.

Top Movers

Watch for NVIDIA under pressure, Snowflake (SNOW) soaring, and Cooper Companies (COO) plunging.

Quick Trade Ideas

  • For the S&P 500, key levels to watch are 648 resistance and 644 support.
  • Monitor volume on NVIDIA at the open for market direction clues.

Key Takeaway

Today’s trading sessions are marked by caution and indecision, with a focus on sector rotations within tech. Stay nimble, monitor economic data, and prepare for tomorrow’s inflation report.

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