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The Morning Dose EP168 Bullish

Morning Dose: Tech Titans Soar, Huntsman Hits Market Hotspots Today – Tuesday 12/02/2025

December 2, 2025 4:15
Tickers Mentioned
SPYQQQMDBCRDOHUNAAPLWBD
Episode Summary
Markets rebound with Nasdaq leading on strong tech earnings from MongoDB and Credo Technology. Focus shifts to stock-picking as AI competition heats up and M&A speculation surrounds Warner Bros Discovery. Watch SPY and QQQ technical levels for trading signals.
Key Takeaways
  • Nasdaq futures show strength after shaky December start
  • MongoDB and Credo Technology deliver impressive earnings reports
  • Software and semiconductor sectors lead market performance
  • OpenAI and Apple signal intensifying AI competition dynamics
  • Warner Bros Discovery faces potential bidding war speculation
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Morning Dose: Tech Titans Soar, Huntsman Hits Market Hotspots Today

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

Market Briefing: The Morning Dose

Intro & Market Mood

Futures are pointing to a rebound this morning after a shaky start to December. The Nasdaq futures show pre-market strength, reflecting optimism in the market.

Overnight Headlines

  • MongoDB (MDB) impressed with a 23% gap up, beating earnings and revenue expectations significantly.
  • Credo Technology (CRDO) soared over 17% with outstanding earnings and raised revenue guidance, signaling strength in semiconductors.
  • Huntsman (HUN) faces a dip due to lowered guidance after an unplanned facility outage.

Economic Announcements

No major U.S. economic data scheduled today, shifting the focus to earnings and corporate news.

Earnings Highlights

Software and semiconductor sectors are standout performers, while some companies like Huntsman face challenges impacting stock prices.

Top Movers

  • OpenAI intensifies efforts in the A.I. competition against Google.
  • Leadership changes at Apple signal potential strategy shifts amid growing competitive pressures.
  • Bidding war speculation surrounds Warner Bros. Discovery (WBD) amidst reports of multiple offers, driving stock movement.

Quick Trade Ideas

Key resistance and support levels for SPY and QQQ can provide trading signals. Look out for breakouts above resistance levels for potential bullish runs.

Key Takeaway

Today is a stock-picker’s market focusing on earnings winners like MongoDB, A.I. competition dynamics, and M&A activities surrounding major companies. Watch technical levels closely for potential bullish indications.

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