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The Morning Dose EP80 Neutral

Morning Dose: Trading Insight Market Anticipation Explodes – Monday 7/21/2025

July 21, 2025 10:55
Tickers Mentioned
SPYQQQVZDPZROPSRPTDLTRPINSTGTAXP
Episode Summary
Futures point higher but markets consolidate as traders await earnings catalysts. Verizon's strong results boost telco sector while Sarepta faces FDA headwinds. Focus on earnings-driven moves and key SPY levels for directional clarity.
Key Takeaways
  • Market consolidating, awaiting earnings catalysts for directional move
  • Verizon beat earnings and raised guidance, boosting telco sector
  • Domino's missed earnings but rallied on steady revenue performance
  • Sarepta down sharply on FDA clinical hold and downgrades
  • Watch SPY breakout levels and sector rotation opportunities
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Morning Dose: Trading Insight Market Anticipation Explodes

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

Intro & Market Mood

Good morning traders! Futures are pointing to a higher start today, but the market is in a consolidation pattern with anticipation in the air. The battle between buyers and sellers is evident in SPY hovering around six twenty-nine and QQQ struggling at five sixty-three.

Overnight Headlines

  • Verizon reports strong earnings, revenue beat, and raised guidance.
  • Domino’s Pizza missed on earnings but stock rallies due to steady revenues.
  • Sarepta Therapeutics down sharply on FDA clinical hold, facing multiple downgrades.

Economic Announcements

The economic calendar is light this week, with the focus on corporate earnings as the main market-moving factor.

Earnings Highlights

  • Verizon (VZ): Beat on earnings, revenue, raised guidance.
  • Domino’s Pizza (DPZ): Missed on earnings but stock rallied on steady revenues.
  • Roper Technologies (ROP): Beat on earnings, guided higher.

Top Movers

  • Gainers: Dollar Tree and Pinterest upgraded, while Sarepta faces downgrades.
  • Losers: Sarepta Therapeutics down sharply after FDA clinical hold.

Quick Trade Ideas

Watch for potential telco sector strength following Verizon’s stellar earnings. Exercise caution with Sarepta due to negative catalysts.

Key Takeaway

Patience is key as the market awaits earnings catalysts for a clear direction. Watch SPY levels for a breakout and Verizon’s impact on the telco sector. Be cautious with stocks facing specific negative news like Sarepta.

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