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The Morning Dose EP116 Neutral

Morning Dose: Rally Fatigue Hits Futures Adobe Rockets 4% – Friday 9/12/2025

September 12, 2025 4:27
Tickers Mentioned
ADBEMSFTAAPLRHTSLASPY
Episode Summary
Markets pause after record highs as futures dip on rally fatigue. Adobe surges 4% on stellar earnings while RH tumbles on missed targets. Focus remains on rate cut expectations and rotation into growth sectors despite cautious optimism.
Key Takeaways
  • Futures tempered after record highs, market digesting recent rally momentum
  • Adobe beats earnings expectations, raises guidance, rockets 4% premarket
  • Rate cut expectations drive bullish sentiment despite global concerns
  • RH misses earnings, lowers guidance, showing high-end retail weakness
  • Market rotating into growth sectors away from defensive plays
0:00 / 4:27

Morning Dose: Rally Fatigue Hits Futures Adobe Rockets 4%

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

Intro & Market Mood

Person1: Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens.

Person2: Good morning! Yesterday saw record highs across the major indices, but today futures are slightly down as the market pauses to digest recent news.

Overnight Headlines

Person2: Yesterday’s rally was fueled by expectations of multiple rate cuts from the Fed following a spike in jobless claims. Today, the focus is on a quiet economic calendar with the University of Michigan Consumer Sentiment Index at 10:00 a.m. Eastern.

Earnings Highlights

  • Adobe (ADBE): Reported stellar earnings, beating expectations and raising guidance, leading to a significant pre-market gap up.
  • Microsoft (MSFT): Making moves with potential stake investments and positive news on Teams software, driving the stock up.
  • Apple (AAPL): Facing minor headwinds over a delay in China launch, causing a slight dip in pre-market trading.
  • RH (RH): Missing EPS and lowering revenue guidance, resulting in a notable pre-market drop.

Top Movers

Tech companies like Adobe and Microsoft show strength, while RH faces challenges from missed targets. The market is showing a shift toward growth sectors and away from defensive plays.

Quick Trade Ideas

Watch for potential continuation in strong performers like Adobe and consider names with relative strength like Tesla. Monitor key levels on the SPY for market direction.

Key Takeaway

The market sentiment remains bullish on rate cut expectations but with caution due to all-time highs and global economic concerns. Focus on strong sectors and key support/resistance levels for trading opportunities.

It should be an intriguing trading day ahead. Have a profitable day!

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