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The Morning Dose EP153 Bullish

Morning Dose: Tech Titans Thrive Frenzy as Futures Soar – Monday 11/10/2025

November 10, 2025 4:40
Tickers Mentioned
NVDAVMAHOODCARTTSNMNDYSPYQQQ
Episode Summary
Futures soar with S&P up 60 and Nasdaq up 375 as government shutdown nears resolution. China data improves and NVIDIA leads tech rally, but traders should watch market internals for underlying weakness despite optimistic sentiment.
Key Takeaways
  • S&P futures up 60 points, Nasdaq soaring 375 points
  • Senate advanced measure to reopen government through January
  • China exits deflation, lifts ban on U.S. material exports
  • NVIDIA surging on strong chip demand and sector confidence
  • Monitor market breadth closely despite risk-on rally optimism
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Morning Dose: Tech Titans Thrive Frenzy as Futures Soar

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

Intro & Market Mood

Good morning and welcome to The Morning Dose – Everything You Need to Know Before the Market Opens. It is Monday, November 10th, and futures are absolutely flying! S&P futures are up over 60 points, and the Nasdaq is soaring around 375. Today’s mood is highly optimistic and risk-on.

Overnight Headlines

The Senate advanced a measure to reopen and fund the government through late January, signaling an end to the shutdown. Globally, Asian and European markets are strong, reflecting positive sentiment.

Economic Announcements

  • China pulled out of deflation with higher CPI data for October.
  • China also ended the ban on exporting key materials to the U.S., positively impacting supply chains.

Earnings Highlights

  • Instacart beat estimates with order growth of fourteen percent year-over-year.
  • Tyson Foods posted a significant beat.
  • Monday.com beat on its quarter but gave weaker guidance for Q4.

Top Movers

NVIDIA is surging as strong demand for new chips boosts confidence in the semiconductor sector.

Quick Trade Ideas

  • Watch for a potential deal between VISA and Mastercard to reduce interchange fees.
  • Keep an eye on Robinhood allowing users to invest in private A.I. companies.

Key Takeaway

While the market is celebrating today’s risk-on rally, be cautious of underlying weakness. Monitor the market’s internals closely, especially the breadth of participation, for a true indication of market health.

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