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Next Day Prep EP58 Bullish

Next Day Prep: Market Insight Nike’s “Win Now” Strategy Sparks 15% Surge – Friday 6/27/2025

June 28, 2025 4:50
Tickers Mentioned
NKESPYTSMNVDAGOOGL
Episode Summary
S&P 500 reached new highs as Nike's 15% surge on restructuring optimism lifted consumer discretionary. Despite inflation concerns and brief trade tension dip, strong buyer support showed market resilience. Focus on tech continuation plays.
Key Takeaways
  • S&P 500 hit new record high despite mixed economic data
  • Nike surged 15% on better-than-expected guidance and turnaround strategy
  • Market showed resilience rebounding quickly from trade tension selloff
  • PCE inflation data suggests Fed remains cautious on rate cuts
  • Focus on continuation plays in tech and discretionary sectors
0:00 / 4:50

Next Day Prep: Market Insight Nike’s “Win Now” Strategy Sparks 15% 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. Today was a roller coaster with the S&P 500 hitting a new record high amid a mixed session. Positive U.S.-China trade talk boosted the market despite concerning inflation data, setting the tone for tomorrow’s trading.

Overnight Headlines

  • Nike (NKE) shines with over a 15% gain on “less bad” Q4 results and optimistic guidance, signaling a potential turnaround.
  • Market dips on trade fears after President Trump’s announcement about terminating trade discussions with Canada, but strong buying interest pushes indices to new highs.

Economic Announcements

The Personal Income and Spending report reflected a stagflation vibe, with spending down and the PCE Price Index edging higher, likely keeping the Fed cautious about rate decisions.

Earnings Highlights

Nike (NKE) leads the day with better-than-expected guidance, driving the Consumer Discretionary sector higher while facing challenges from competition and tariffs.

Top Movers

  • Watch for continuation plays like Taiwan Semiconductor (TSM) and anticipation setups like NVIDIA, along with sectors showing strength like Communication Services and Tech.
  • Stay informed on news impacting stock valuations, including Alphabet’s mixed analyst opinions and NVIDIA’s strategic acquisition of CentML.

Quick Trade Ideas

  • Consider entry near support for TSM around 227 with a target of 230 for a continuation breakout.
  • Anticipate a breakout on NVIDIA above 158, with a potential move towards 160 as it consolidates and gains volume.

Key Takeaway

Approach tomorrow’s trading cautiously bullish, focusing on opportunistic setups in leading stocks with clear technical patterns and strong relative volume. Manage risk with well-defined stop-loss levels and watch for volume confirmation on breakouts.

Thanks for tuning into Next Day Prep. See you tomorrow for more market insights.

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