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Next Day Prep EP41 Bullish

Next Day Prep: Market Alert Semiconductors Signal Growth Surge – Tuesday 6/03/2025

June 3, 2025 11:09
Tickers Mentioned
SPYQQQVXXNVDADGAVGOINTUEYPTXFICO
Episode Summary
Markets rallied with semiconductors leading gains, NVDA up 3%. Dollar General surged 16% on earnings. Watch continuation plays in AVGO, INTU. Key data Wednesday: ADP Employment and ISM Services. Cautiously bullish with headline risks present.
Key Takeaways
  • Semiconductors and mega-caps led broad market advance today
  • Dollar General surged 16% on strong earnings beat
  • Small-caps showed strength with pro-cyclical rotation underway
  • Monitor key support levels amid trade and tariff risks
  • Wednesday brings ADP Employment and ISM Services data
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Next Day Prep: Market Alert Semiconductors Signal Growth Surge

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 showed a broad advance today with a pro-cyclical flavor, led by small-caps, mega-cap names, and semiconductors.

Overnight Headlines

  • April JOLTS report showed a pickup in job openings.
  • OECD tweaked down its 2025 global GDP growth forecast.
  • China’s Caixin Manufacturing PMI stood at 48.3, weakest since 2022.

Economic Announcements

  • Factory orders for April were soft, down 3.7% month-over-month.
  • May ADP Employment Change and ISM Services data are key events for Wednesday.

Earnings Highlights

DG (Dollar General) surged nearly 16% with strong Q1 results, beating EPS expectations and raising guidance.

Top Movers

NVDA (NVIDIA) led the Information Technology sector, up nearly 3%. Energy, Materials, and Industrials also saw gains.

Quick Trade Ideas

  • Continuation Plays: Keep an eye on AVGO, INTU, and EYPT for potential momentum.
  • Anticipation Setups: Watch X, FICO, and CVNA for breakout opportunities.

Key Takeaway

Traders should monitor key support and resistance levels closely, watch for volume confirmation on breaks, and manage risk amidst headline risks on trade and tariffs. Proceed with caution in this cautiously bullish market.

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