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Next Day Prep EP79 Neutral

Next Day Prep: Market Alert Consolidation Breakout Ahead – Tuesday 7/29/2025

July 29, 2025 6:03
Tickers Mentioned
SPYQQQNVDAAMDSNPSCDNSVRTINTUTSMPANW
Episode Summary
Markets hit record highs before selling off, showing consolidation and defensive rotation. FOMC and GDP data ahead. Tech stocks like AMD, SNPS, and TSM offer breakout opportunities despite uncertainty.
Key Takeaways
  • Market consolidation after record highs with late sell-off
  • Defensive rotation into Real Estate and Utilities sectors
  • FOMC statement and Q2 GDP announcements are key catalysts
  • Tech stocks show strength despite overall market indecisiveness
  • Focus on individual stock breakouts amid sector rotation
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Next Day Prep: Market Alert Consolidation Breakout Ahead

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

Intro & Market Mood

Market Briefing: What to Watch Tomorrow

Welcome to Next Day Prep – What We Are Watching Tomorrow. Today’s market saw early record highs in major indices but ended in a late sell-off, indicating indecisiveness and consolidation in the market.

Overnight Headlines

  • The S&P 500 hit 6409, Nasdaq 21,303 with NVIDIA reaching all-time highs.
  • Sectors like Tech declined while Real Estate and Utilities showed strength, signaling defensive rotation.
  • A rally in treasuries sent yields crashing, impacting market sentiment before the upcoming Fed decision.

Economic Announcements

  • Anticipation for the FOMC statement with no expected rate cut but potential dissenter, alongside Q2 GDP release.

Earnings Highlights

  • Several major companies reported disappointing earnings, including UPS, UnitedHealth, and Whirlpool.
  • Notable was the drastic guidance cut by Whirlpool leading to a loss of credibility.

Top Movers

  • Continuation Plays: Look for strength in tech stocks like AMD and semiconductor companies SNPS and CDNS.
  • Anticipation Setups: Monitor VRT, INTU, and TSM for potential moves after basing.

Quick Trade Ideas

  • Consider entry points and targets for stocks like AMD, SNPS, CDNS, Vertiv, INTU, and TSM based on technical analysis.

Key Takeaway

Be prepared for market uncertainty amidst key announcements. Stay alert for sector rotations and focus on individual stock strength for trading opportunities.

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