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The Morning Dose EP84 Neutral

Morning Dose: Tech Turmoil Intel Plunges 7% on Earnings Shake-Up – Friday 7/25/2025

July 25, 2025 4:37
Tickers Mentioned
INTCCNCHCACOURCVNATSLAMOHSRPTSPYQQQ
Episode Summary
Markets hit new highs but show underlying weakness. Intel plunges 7% on earnings miss while Coursera soars 25%. Durable Goods data due. Focus on mega-caps and key technical levels with tight risk management amid volatility.
Key Takeaways
  • Intel down 7% premarket on earnings miss despite guidance raise
  • S&P and Nasdaq hit new highs masking underlying weakness
  • Durable Goods Orders expected to drop 11% in June
  • Focus on mega-cap relative strength with tight risk management
  • SPY support 630 resistance 640, QQQ support 560 resistance 570
0:00 / 4:37

Morning Dose: Tech Turmoil Intel Plunges 7% on Earnings Shake-Up

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






Trader’s Market Briefing

Intro & Market Mood

The Morning Dose – Everything You Need to Know Before the Market Opens

Overnight Headlines

Equity futures are pointing to a slightly higher open after new record highs in the S&P 500 and Nasdaq. Asia and Europe trended lower, reflecting a risk-off sentiment.

Economic Announcements

Watch for Durable Goods Orders for June at 8:30 AM Eastern, with an expected drop of around eleven percent.

Earnings Highlights

  • Intel (INTC): Pre-market down 7% due to EPS miss despite revenue beat and higher guidance.
  • Centene (CNC): Plunged 14% on a big EPS miss.
  • HCA Healthcare (HCA): Beat EPS by 56 cents and raised full-year guidance.
  • Coursera (COUR): Soaring over 25% pre-market with strong beats and raised guidance.

Top Movers

Upgrades: Carvana (CVNA), Downgrades: Tesla (TSLA), Molina Healthcare (MOH), Sarepta Therapeutics (SRPT)

Quick Trade Ideas

SPY Support: 630, Resistance: 640 | QQQ Support: 560, Resistance: 570. Watch these levels closely for potential moves.

Key Takeaway

Underlying weakness masked by index highs, so focus on relative strength in mega-caps and tight risk management. Market likely to be volatile based on SPY and QQQ levels.


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