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Next Day Prep EP183 Bullish

Next Day Prep: Eyes on Energy & Financials Surge Amid Geopolitical Shift – Monday 1/05/2026

January 5, 2026 4:12
Tickers Mentioned
SPYQQQHALSLBGSJPMCOINLULUNVDAAAPL
Episode Summary
Markets start 2026 strong with Dow at record highs. Energy and financials lead on geopolitical shifts and crypto strength. Watch for sector rotation and ISM Services data tomorrow while monitoring support levels.
Key Takeaways
  • Dow Jones reached new record high with positive sentiment
  • Energy sector surged three percent on Venezuela geopolitical developments
  • Financials and crypto stocks gained, Coinbase up eight percent
  • ISM Services PMI data release tomorrow, watch volatility
  • Lululemon presents long-term buying opportunity at current valuation
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Next Day Prep: Eyes on Energy & Financials Surge Amid Geopolitical Shift

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! This week kicked off with a strong start in the markets, as the Dow Jones Industrial Average reached a new record high. The market sentiment is positive, with a notable shift in the rally’s texture.

Overnight Headlines

The energy sector experienced a significant surge following the capture of Venezuelan President Nicolas Maduro, leading to a nearly three percent jump. Companies like Halliburton and S-L-B saw substantial gains, anticipating potential U.S. involvement in rebuilding Venezuela’s oil infrastructure. In the financial sector, Goldman Sachs and JPMorgan Chase performed well alongside the crypto-adjacent names, with Coinbase surging almost eight percent post a major upgrade.

Economic Announcements

Keep an eye out for the ISM Services PMI data scheduled for release tomorrow morning. Market participants should pay attention to support levels at six-eighty-six (S&P 500 ETF – S-P-Y) and six-seventeen (Nasdaq ETF – Q-Q-Q). Despite market highs, increasing volatility indicates underlying nervousness.

Earnings Highlights

A long-term opportunity to consider is Lululemon (LULU), where the stock’s recent struggles may present a buying opportunity with potential upcoming catalysts and attractive valuation metrics.

Top Movers

  • Energy sector: Halliburton, S-L-B
  • Financial sector: Goldman Sachs, JPMorgan Chase, Coinbase
  • Tech sector: Nvidia, Apple, Broadcom

Quick Trade Ideas

Look for continuation plays in Healthcare and Defense, such as Thermo Fisher Scientific (T-M-O) showing strong buy signals. Monitor V-S-E Corporation (V-S-E-C) for breakout potential. Exercise caution with bank stocks like J-P-Morgan due to late-day selling pressures.

Key Takeaway

Traders should watch for sector rotations, particularly in energy services, while remaining cautious of late-day fades among winners. Stay alert to the evolving market dynamics to seize trading opportunities.

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