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The Morning Dose EP88 Bullish

Morning Dose: Tech Titans Propel Nasdaq Futures to Surge – Thursday 7/31/2025

July 31, 2025 3:46
Tickers Mentioned
MSFTMETACVNAEBAYALGNFSPYQQQ
Episode Summary
Tech giants Microsoft and Meta drive strong futures rally with blockbuster earnings. Meta up 12% premarket, Azure grew 39%. Key economic data at 8:30 AM including PCE and Employment Cost Index could shift sentiment.
Key Takeaways
  • Microsoft and Meta earnings propel tech rally and futures
  • Meta surged 12% premarket beating estimates by $1.26 per share
  • Azure cloud revenue growth hit impressive 39% for Microsoft
  • Key economic data PCE and Employment Cost Index release today
  • Watch SPY support at $635 and QQQ resistance at $578
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Morning Dose: Tech Titans Propel Nasdaq Futures to Surge

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 market briefing. Futures are indicating a strong green open today, driven by impressive earnings from tech giants Microsoft and Meta.

Overnight Headlines

  • Microsoft (MSFT) and Meta Platforms (META) reported blockbuster earnings, propelling the market with positive momentum.
  • Meta exceeded expectations by $1.26 per share, leading to a 12% surge in pre-market trading.
  • Microsoft showcased strength in Azure cloud services with a remarkable 39% revenue growth.

Economic Announcements

Key economic data releases at 8:30 AM include the P-C-E Price Index and the Employment Cost Index, crucial indicators that may influence market direction amidst ongoing inflation concerns.

Earnings Highlights

  • Carvana (CVNA) up over 16% on solid Q3 outlook.
  • eBay (EBAY) soared 13% on earnings beat and upgrade to ‘Outperform’ rating.
  • Align Technology (ALGN) plunged nearly 35% due to a significant miss and guidance cut.
  • Ford (F) cautious outlook on tariffs led to a stock decline despite beating expectations.

Top Movers

Watch for continued movement in defensive sectors like utilities and monitor large-cap ETFs for potential market direction cues.

Quick Trade Ideas

For SPY, support at $635 and QQQ resistance at $578 are key levels to watch for potential shifts in market sentiment.

Key Takeaway

Amidst the tech rally driven by strong earnings, remain alert to the impacts of upcoming economic data at 8:30 AM. Stay nimble and adapt to market dynamics for profitable opportunities.

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