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Next Day Prep EP46 Bullish

Next Day Prep: Chipmakers Surge, Intel Leads, Energy Soars – Tuesday 6/10/2025

June 10, 2025 11:52
Tickers Mentioned
INTCTSLASJMLMNDORCLADBERHFDXGILDMU
Episode Summary
Markets climbed on optimism from U.S.-China trade talks, with S&P 500 up 0.6%. Chipmakers led gains as Intel surged 8%. Key focus shifts to tomorrow's CPI data and crude inventories, while energy and tech sectors show strength.
Key Takeaways
  • U.S.-China trade talks progressing well, boosting market sentiment higher
  • Chipmakers surge over 2%, Intel leads with 8% gain
  • Energy sector soars as commodity prices strengthen across board
  • CPI inflation data and crude oil inventories due tomorrow
  • J.M. Smucker drops 16% on tariff concerns and guidance cut
0:00 / 11:52

Next Day Prep: Chipmakers Surge, Intel Leads, Energy Soars

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 market seemed to be in a holding pattern today but managed to inch higher. The optimism is pinned on the U.S.-China trade talks, with the S&P 500 climbing 0.6%, Nasdaq up similarly, and the Dow lagging behind with a 0.3% gain.

Overnight Headlines

Commerce Secretary Lutnick mentioned that U.S.-China trade talks are going well, leading the market to fresh highs despite brief dips from other news, like President Trump’s comments on Iran.

Economic Announcements

Today was light on data, with the NFIB Small Business Optimism Index rising to 98.8. Tomorrow’s key releases include May CPI and Core CPI, weekly crude oil inventories, and the May Treasury Budget.

Earnings Highlights

J.M. Smucker (SJM) tumbled nearly 16% after missing on net sales and announcing a massive non-cash impairment charge. Fiscal ’26 guidance was disappointing due to tariffs and input cost inflation.

Top Movers

  • Intel (INTC) surged 8% on positive news about its new fabrication tech.
  • Tesla (TSLA) jumped 5.7% in Consumer Discretionary.
  • PHLX Semiconductor Index (SOX) surged over 2%.

Quick Trade Ideas

Lemonade (LMND) shows bullish signals for potential price rise. Watch support at $41.00 and resistance at $41.95. Entry around $41.00 with a stop at $40.40 could be interesting.

Key Takeaway

Market sentiment remains positive on trade talks, with sectors showing broad strength. Keep an eye on chipmakers, transportation stocks, and inflation data for trading opportunities.

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