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The Morning Dose EP181 Bullish

Morning Dose: Oracle Rockets Higher Post TikTok Deal – Friday 12/19/2025

December 19, 2025 3:28
Tickers Mentioned
ORCLNKEFDXSPYQQQVXXKNSL
Episode Summary
Bulls attempt weekly finish higher as S&P reclaims key technical level. Oracle soars on TikTok deal while Nike tumbles on China weakness. FedEx strength signals broader economic resilience with light data day ahead.
Key Takeaways
  • S&P 500 breaks four-day losing streak, reclaims 50-day average
  • Oracle surges over 4% on TikTok U.S. deal reports
  • Nike plunges 11% after significant China revenue slump
  • FedEx beats expectations, raises guidance signaling economic strength
  • Light economic calendar with focus on home sales data
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Morning Dose: Oracle Rockets Higher Post TikTok Deal

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 on Friday, December 19th, 2025. The bulls are attempting to finish the week on a positive note, with equity futures pointing to a mostly higher open. The S&P 500 ended its four-day losing streak and reclaimed its 50-day moving average, providing a significant technical victory.

Overnight Headlines

  • Oracle (ORCL): The stock is up over four percent in pre-market trading due to reports of a deal with TikTok’s U.S. unit.
  • Nike (NKE): Nike stock is down about eleven percent after reporting a significant revenue slump in China.
  • FedEx (FDX): Beat top and bottom lines and raised fiscal 2026 guidance, signaling strength in broader economic activity.

Economic Announcements

Today’s economic calendar is light, with focus on November Existing Home Sales and the final reading of the University of Michigan Consumer Sentiment at 10:00 A.M.

Earnings Highlights

  • Oracle (ORCL): Potential upside as a result of the TikTok deal.
  • Nike (NKE): Caution with significant losses post weak China revenue.
  • FedEx (FDX): Positive outlook and performance, indicative of broader market strength.

Top Movers

Top Performer: Oracle (ORCL) with pre-market gains.
Largest Decliner: Nike (NKE) down around eleven percent.

Quick Trade Ideas

Consider watching Insurance sector names like KNSL for continued strength. Monitor Oracle (ORCL) for potential post-market stability. Approach trading with risk management in focus.

Key Takeaway

Despite market optimism, caution is advised, especially with volatile movers like Nike (NKE). Stay vigilant with technical levels and sentiment indicators like the VXX signaling nervous participation in the market.

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