Back to Podcast
Next Day Prep EP73 Neutral

Next Day Prep: Market Alert Small-Caps Surge, Consumer Confidence Spikes – Thursday 7/17/2025

July 18, 2025 35:20
Tickers Mentioned
NFLXAXPMMMSCHWCMARFSTEMCWTEAMSHOP+3 more
Episode Summary
Markets attempted all-time highs but closed flat amid 'sell the news' sentiment. Regional banks outperformed while Netflix disappointed despite earnings beat. Focus on individual stocks showing technical strength like STEM, SHOP, and AMD.
Key Takeaways
  • Market attempted new highs but ended flat with indecision
  • Regional banks like Charles Schwab showed notable strength
  • Netflix beat expectations but sold off on forex concerns
  • Housing data mixed with single-family unit weakness persisting
  • Focus on individual stock strength like STEM and AMD
0:00 / 35:20

Next Day Prep: Market Alert Small-Caps Surge, Consumer Confidence Spikes

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

Intro & Market Mood

Today’s market session saw strong momentum with the S&P 500 and the Nasdaq Composite hitting new all-time highs. Positive economic data served as the catalyst for this surge, setting a risk-on tone for traders.

Overnight Headlines

– Retail sales beat expectations, rising by 0.6%.
– Initial jobless claims dropped to a low of 221,000, reflecting strength in the labor market.
– Small and mid-cap stocks outperformed, signaling broad economic optimism.
– Tech sector, particularly chipmakers like Taiwan Semi, led the way in market gains.

Economic Announcements

  • Retail Sales: Up 0.6%
  • Initial Jobless Claims: 221,000

Earnings Highlights

  • PepsiCo (PEP): Surged over 7% following strong earnings report and revenue growth.
  • Other Beats: Travelers, Citizens Financial, Snap-On, among others, posted solid earnings, highlighting broad-based market strength.

Top Movers

  • Apple (AAPL): Poised for a breakout above $211 level.
  • Nvidia (NVDA): Showing bullish signals, eyeing a move past $655 level.

Quick Trade Ideas

Continuation Plays: Watch for breakouts in AMD, MicroStrategy (MSTR), and SoundHound AI (SOUN) for potential upside moves.

Key Takeaway

The market exhibits a risk-on sentiment driven by robust economic data and broad market participation, particularly in small-caps. Traders should monitor index levels closely, focus on tech leadership stocks, and be prepared with anticipation plays for potential trading opportunities.

Share:

Find momentum stocks in milliseconds

Try WaveFinder