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Next Day Prep EP27 Bullish

Next Day Prep: Market Alert UNH Plunge, CPI Relief, Yields Surge – Tuesday 5/13/2025

May 13, 2025 18:08
Tickers Mentioned
UNHNVDAMSFTAMZNDISTSLAZMIBMABNBCSCO
Episode Summary
Markets rallied with S&P and Nasdaq erasing 2025 losses as mega-caps and chipmakers surged, led by Nvidia's 5% gain. UnitedHealth plunged 17% on leadership changes and suspended guidance. Treasury yields hit 4.5% amid trade optimism and mild CPI data.
Key Takeaways
  • S&P and Nasdaq erased 2025 losses on mega-cap strength
  • UnitedHealth dropped 17% on suspended guidance and CEO departure
  • 10-year Treasury yield surged to 4.5% signaling market optimism
  • China trade war de-escalation and mild CPI boosted sentiment
  • AI partnerships driving tech momentum with Nvidia leading gains
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Next Day Prep: Market Alert UNH Plunge, CPI Relief, Yields Surge

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

Intro & Market Mood

Today’s market saw the S&P and Nasdaq making gains, erasing 2025 losses. Mega-caps and chipmakers led the charge, with Nvidia up over 5%. However, UnitedHealth took a hit, dropping 17% after announcing a leadership change and suspending guidance, denting the Dow.

Overnight Headlines

  • Markets shrugged off UnitedHealth’s decline, focusing on positive news like China trade war de-escalation and a mild CPI report.
  • 10-year Treasury yields rose to 4.5%, signaling potential market optimism.

Economic Announcements

Coming up: Weekly MBA Mortgage Index and crude oil inventories, providing insights into market direction amid uncertain conditions.

Earnings Highlights

  • UnitedHealth faces challenges in the healthcare landscape, intensifying regulatory scrutiny and rising medical costs.
  • Companies like Nvidia, Amazon, and Microsoft forge AI partnerships, reflecting the growing AI sector.

Top Movers

  • Stocks like HIMS, IBM, and ABNB show potential for upward movements with carefully managed risks.
  • Zoom (ZM) and Tesla (TSLA) present momentum opportunities with support and resistance levels to watch.

Quick Trade Ideas

Focus on tech and semiconductor stocks with strong volume and clear breakouts. Watch out for potential catalysts and manage risk with tight stops.

Key Takeaway

Stay cautious but open to opportunities. Manage risk, stay informed on economic indicators, and monitor key levels for potential trades.

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