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The Morning Dose EP158 Bearish

Morning Dose: Tech Giants’ Turmoil NVIDIA Tumbles, Amazon and Microsoft… – Tuesday 11/18/2025

November 18, 2025 4:07
Tickers Mentioned
NVDAAMZNMSFTHDMDTLFMDGRRRAXTA
Episode Summary
Markets face a rocky open as tech giants tumble following NVIDIA's decline after Thiel's exit and downgrades on Amazon and Microsoft. Major indices broke below 50-day moving averages, testing whether this is a healthy pullback or deeper correction.
Key Takeaways
  • Markets open lower with futures down across all indices
  • NVIDIA under pressure after Peter Thiel's fund exits position
  • Amazon and Microsoft face downgrades amid tech sector weakness
  • Major averages break below 50-day moving averages signaling correction
  • Jobless claims rise but December Fed rate cut remains uncertain
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Morning Dose: Tech Giants’ Turmoil NVIDIA Tumbles, Amazon and Microsoft…

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

Intro & Market Mood

Good morning traders! Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. Today, on Tuesday, November 18th, we’re looking at a market poised for a rocky start with futures pointing to a lower open across the board.

Overnight Headlines

The mood in the market is distinctly risk-off following yesterday’s retreat that pushed major averages below their 50-day moving averages. Notably, NVIDIA’s stock is under pressure as Peter Thiel’s hedge fund exited its position completely, sparking concerns across the tech sector including downgrades on Amazon and Microsoft.

Economic Announcements

In economic news, jobless claims rose, indicating a slight cooling in the labor market. While this could suggest a higher likelihood of a Fed rate cut, the market’s response remains cautious with the probability of a December rate cut holding steady just under 50%.

Earnings Highlights

  • Home Depot (HD) reported a miss on earnings and revenue forecasts, signaling potential weakness in the consumer sector.
  • On the positive side, Medtronic (MDT) beat on both top and bottom lines while raising its outlook. Amer Sports also had a strong quarter, beating expectations and offering higher guidance.

Top Movers

Pre-market movers include:

  • L-F-M-D (LifeMD) down 25% due to revenue miss and lower guidance.
  • G-R-R-R (Gorilla Technology) up 16% after beating estimates.
  • A-X-T-A (Axalta) up nearly 8% following an all-stock merger agreement with AkzoNobel.

Quick Trade Ideas

Keep a close eye on tech stocks, particularly how NVIDIA and Amazon perform post-downgrades. The market is at a crucial point following the dip below the 50-day moving average.

Key Takeaway

Today’s session marks a crucial test for the market. Watch for signs of whether this is a healthy pullback or the start of a more pronounced correction. Stay nimble and monitor price action closely to adapt trading strategies accordingly.

That’s a wrap for today’s market briefing! Wishing you all a successful trading day, and we’ll reconvene tomorrow to review the market’s activity. Happy trading!

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