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Next Day Prep EP77 Neutral

Next Day Prep: AI Spike Sparks Sector Surge – Thursday 7/24/2025

July 25, 2025 5:31
Tickers Mentioned
GOOGLTSLACMGUUUUAZOADBEREGNDNUT
Episode Summary
Markets hit new highs on AI optimism led by Alphabet's earnings beat, but rally remains narrow with mega-cap dominance. Tesla and Chipotle drop on weak guidance while economic data shows mixed signals. Focus on tactical plays with proven strength.
Key Takeaways
  • S&P 500 and Nasdaq hit fresh record highs today
  • Narrow rally driven by AI and mega-cap dominance
  • Alphabet beats earnings, raises AI capital spending guidance
  • Tesla and Chipotle drop significantly on earnings misses
  • Mixed economic signals with PMI contraction and services strength
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Next Day Prep: AI Spike Sparks Sector Surge

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

Intro & Market Mood:

Welcome to Next Day Prep – What We Are Watching Tomorrow. The S&P 500 and the Nasdaq hit fresh record highs today. On the surface, it looks like a fantastic day for the bulls.

Overnight Headlines:

  • Alphabet (GOOGL): Strong earnings beat, increased capital spending on AI development.
  • AI Industry: White House executive orders boosting technology and communication services sectors.
  • Tesla (TSLA) & Chipotle (CMG): Significant drops due to earnings and guidance.

Economic Announcements:

  • Manufacturing PMI: Slipped into contraction territory.
  • Services PMI: Showed strength with acceleration.
  • Labor Market: Mixed signals with low initial jobless claims but elevated continuing claims.

Earnings Highlights:

  • Alphabet (GOOGL): Raised capital spending on AI development.
  • Tesla (TSLA): Warning of challenging quarters ahead due to various factors.
  • Chipotle (CMG): Flat guidance for comparable sales due to lack of value menu.

Top Movers:

  • UUUU: Consolidating near highs, watch for a break above $10.
  • AutoZone (AZO): Showing relative strength in a choppy market.

Quick Trade Ideas:

  • Adobe (ADBE): Building a base, look for a breakout above 375.50.
  • Regeneron (REGN): Consolidating at high levels, potential run to 575.
  • Krispy Kreme (D-N-U-T): Seeing increased volume, on the radar for a potential move.

Key Takeaway:

Be tactical and cautious in this narrow rally market. Stick with proven earnings and relative strength. Watch critical support and resistance levels in major indices and consider defensive plays. Stay alert and trade smart.

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