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Next Day Prep EP129 Neutral

Next Day Prep: Investors Seek Safe Haven in Consumer Staples amid Market… – Thursday 10/09/2025

October 9, 2025 5:14
Tickers Mentioned
SPYQQQCOSTPEPMETAAMZNNVDAORCLRGTIPLTR
Episode Summary
Markets reversed from all-time highs as risk-off sentiment favored Consumer Staples over cyclicals. China export restrictions hurt Industrials while mega-cap tech provided support. Key levels: SPY $670, QQQ $610.
Key Takeaways
  • Markets hit new highs but retreated, showing risk-off sentiment
  • Consumer Staples emerged as defensive safe haven sector
  • China rare earth export restrictions pressured Industrials and Materials
  • Mega-cap tech supported market despite narrow breadth concerns
  • Monitor SPY $670 and QQQ $610 support levels
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Next Day Prep: Investors Seek Safe Haven in Consumer Staples amid Market…

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






Trader Market Briefing

Intro & Market Mood

Welcome to Next Day Prep – What We Are Watching Tomorrow. Today’s market saw a classic fake-out with new all-time highs for the S&P 500 and Nasdaq but a retreat later in the day. It had a risk-off feel with Materials, Industrials, and Energy sectors seeing significant losses.

Overnight Headlines

China’s tightening export restrictions on rare earth materials led to a drop in the Aerospace and Defense sector, while Consumer Staples stood out as the only green sector. Costco and PepsiCo reported strong performances.

Economic Announcements

AZZ Inc., providing metal coating services, missed earnings for the first time in two years due to soft demand in construction-related industries, signaling potential industrial headwinds.

Earnings Highlights

Costco, PepsiCo, and Kenvue showed strong performances in the Consumer Staples sector, while AZZ Inc.’s miss raised concerns about the industrial sector.

Top Movers

Mega-cap tech names like Meta, Amazon, NVIDIA, and Oracle rescued the market from broader sell-offs, keeping the Nasdaq relatively steady despite market breadth concerns.

Quick Trade Ideas

  • RGTI: Watch for a potential breakout above support levels between 46.10 and 46.30 towards 48.50.
  • Palantir (PLTR): Monitor support at 185 and look for a move towards 187.70 with a break above on strong volume.

Key Takeaway

Focus on tech and biotech stocks showing strength for potential continuation. Be cautious of industrial weakness and stick with leaders in tech and semiconductor infrastructure plays.

Key support levels: SPY at $670 and QQQ at $610. Maintain a dip-buying mentality in tech names above these levels for continued market resilience.

Be selective, watch key levels, and trade smart in this trader’s market.


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