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The Morning Dose EP113 Neutral

Morning Dose: Tech Titans Battle Oracle Earnings Forecast – Tuesday 9/09/2025

September 9, 2025 5:00
Tickers Mentioned
ORCLAAPLDKSLULUWOLFTRMLTECKCNMSAILSPY
Episode Summary
Markets open cautiously higher ahead of Oracle earnings and Apple's iPhone 17 event. Focus shifts to upcoming PPI/CPI inflation data that could influence Fed rate decisions. Stay nimble with disciplined trading around key SPY levels.
Key Takeaways
  • Futures point higher with cautious optimism before key catalysts
  • Oracle earnings and Apple iPhone 17 event dominate headlines
  • PPI and CPI data releases critical for Fed decisions
  • Wolfspeed surges 66%, Tourmaline up 58% on buyout offer
  • SPY support at $649, resistance near $650-$651
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Morning Dose: Tech Titans Battle Oracle Earnings Forecast

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. It is Tuesday, September ninth, and futures are pointing to a slightly higher open, continuing yesterday’s momentum. The market mood is cautiously optimistic, coiled like a spring waiting for a catalyst.

Overnight Headlines

Big tech dominates the headlines today. Oracle (ORCL) is trading higher ahead of its earnings report, while Apple (AAPL) is preparing for its annual event unveiling the new iPhone 17.

Economic Announcements

The NFIB Small Business Optimism Index improved slightly. However, all eyes are on the upcoming Producer Price Index (PPI) and Consumer Price Index (CPI) releases for potential impacts on Fed rate decisions.

Earnings Highlights

  • Oracle (ORCL) earnings report after close
  • Apple (AAPL) annual September event
  • Dick’s Sporting Goods (DKS) upgraded to Buy
  • Lululemon (LULU) downgraded to Sector Weight

Top Movers

Winners:

  • Wolfspeed (WOLF) up nearly 66%
  • Tourmaline (TRML) up almost 58% on buyout offer
  • Teck Resources (TECK) up over 14% on merger news

Losers:

  • Core & Main (CNM) down over 13%
  • SailPoint (SAIL) down almost 6%

Quick Trade Ideas

Watch key levels for potential entries:

  • S&P 500 ETF (SPY): Support around $649, resistance near $650-$651

Key Takeaway

Stay nimble, respect key levels, and focus on names with clear momentum. Monitor intraday action during the Apple event and prepare for market reactions post-inflation reports by being patient and disciplined.

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