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Next Day Prep EP120 Bullish

Next Day Prep: Market Insight Tesla Sparks Consumer Discretionary Surge – Friday 9/26/2025

September 26, 2025 6:08
Tickers Mentioned
TSLANVDAMSFTCOSTEATTWOAMZNMETASKYTHUBS
Episode Summary
Markets snapped a three-day decline as Tesla drove Consumer Discretionary gains, while mega-caps showed mixed action. PCE data came in-line, easing inflation worries. Focus on selective trading with accumulation leaders like SKYT and KRYS.
Key Takeaways
  • Market ended three-day losing streak with mega-cap leadership tensions
  • PCE Price Index met expectations, easing tariff inflation concerns
  • Tesla sparked Consumer Discretionary sector strength on Friday
  • Costco beat earnings but dropped on Amazon grocery competition fears
  • Focus on accumulation stocks like SKYT and KRYS with relative strength
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Next Day Prep: Market Insight Tesla Sparks Consumer Discretionary 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 ended the week with a bit of a flourish, snapping that three-day skid. It wasn’t a straight shot up, showing a tug-of-war scenario between mega-cap stocks like NVIDIA and Microsoft and the broader market’s resilience.

Overnight Headlines

  • The PCE Price Index came in-line with expectations, providing relief amidst tariff concerns.

Economic Announcements

  • Personal Income and Spending report showed strength.

Earnings Highlights

  • Costco beat on earnings per share but fell due to fears of competition from Amazon’s same-day grocery delivery service.
  • Video game stocks like Electronic Arts (EA) and Take-Two surged on M&A speculation.

Top Movers

  • Utilities, Materials, and Consumer Discretionary showed strength.
  • Communication Services lagged due to Meta Platforms, while Consumer Staples declined led by Costco.

Quick Trade Ideas

  • SKYT showed strong accumulation, targeting $18.25, $18.50, and $19 levels.
  • KRYS displayed a promising stair-step pattern for a potential move towards $170.
  • HubSpot (HUBS) set for a breakout attempt above $520.

Key Takeaway

Be selective in trading. Focus on stocks with accumulation and relative strength like SKYT and KRYS. Watch key index levels for market direction clues and let the leaders guide your trades.

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