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Next Day Prep EP74 Neutral

Next Day Prep: Fizzling Out Sell the News, Seek Bank Strength – Friday 7/18/2025

July 18, 2025 10:55
Tickers Mentioned
NFLXAXPMMMSCHWCMARFSTEMCWTEAMSHOP+3 more
Episode Summary
Markets failed to reach new highs amid 'sell the news' sentiment post-earnings. Regional banks outperformed while Netflix disappointed despite beats. Focus on individual stocks showing technical strength like STEM, Shopify, and AMD.
Key Takeaways
  • Market attempted new highs but lacked momentum, ending flat
  • Regional banks like Charles Schwab showed notable strength
  • Netflix beat expectations but sold off on forex-driven revenue
  • Housing data mixed with single-family weakness signaling affordability issues
  • Focus on individual stock strength like STEM, SHOP, AMD
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Next Day Prep: Fizzling Out Sell the News, Seek Bank Strength

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. Today, the market tried to reach new all-time highs but lacked the momentum, ending the day in a flat note.

Overnight Headlines

  • Netflix (NFLX): Despite beating expectations and raising guidance, the stock sold off due to revenue driven by forex rates.
  • Charles Schwab (SCHW), Comerica (CMA), Regions Financial (RF): Regional financials outperformed, with several hitting new highs.

Economic Announcements

The Housing Starts data showed strength on the surface, but weakness in single-family units signals ongoing affordability challenges in the housing market.

Earnings Highlights

Be cautious with earnings plays as the “sell the news” reaction was evident. Look for actionable plays beyond headline reactions.

Top Movers

  • STEM: Showing persistence with support around $12.80, potential target $13.80-$14.20.
  • CW: Consolidating near $487 resistance, potential move to $490-$495 on a breakout.
  • TEAM: Coiled up near $195 resistance, target $198-$200 on a breach, entry around $193.

Quick Trade Ideas

  • SHOP (Shopify): Potential entry around $126, targeting $128-$130 on a pullback with robust volume.
  • UUUU (Energy Fuels): Reclaiming key levels with potential push towards $9.80 after holding above $9.
  • CAT (Caterpillar), AMD: Caterpillar displaying strength around $405, potential swing towards $415. AMD recovering with entry near $156.50 targeting $159-$161.

Key Takeaway

While the market remains indecisive, focus on individual stocks showing strength and clear technical paths like STEM, Shopify, and AMD for current opportunities.

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