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Next Day Prep EP110 Neutral

Next Day Prep: Mega-Cap Mania Tesla Surges, Health Care Tanks – Friday 9/12/2025

September 12, 2025 5:56
Tickers Mentioned
TSLAMRNAPFEWBDPARAADBEGMAMATRHPLTR+5 more
Episode Summary
Markets show divergence with S&P 500 and Nasdaq at records while Dow lags. Tesla surged 7% as healthcare weakened. Traders await FOMC meeting amid cautious bullish sentiment driven by select mega-caps.
Key Takeaways
  • S&P 500 and Nasdaq hit records, Dow and small-caps decline
  • Tesla surged over 7%, leading consumer discretionary sector strength
  • Healthcare sector weak on negative vaccine news for Moderna, Pfizer
  • FOMC meeting next week creates uncertainty and volatility expectations
  • Market trend narrow and driven by mega-cap tech leaders
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Next Day Prep: Mega-Cap Mania Tesla Surges, Health Care Tanks

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






Market Briefing for Traders

Intro & Market Mood

Welcome to Next Day Prep – What We Are Watching Tomorrow. The market is showing fresh record highs in the S&P 500 and Nasdaq, but beneath the surface, there’s a stark divergence with the Dow and small caps down significantly.

Overnight Headlines

  • Tesla (TSLA) surged over 7%, leading in consumer discretionary. Health care sector saw weakness with Moderna and Pfizer dropping amid negative vaccine news.
  • Warner Bros. Discovery and Paramount Skydance soar on merger news, but regulatory hurdles loom large.

Economic Announcements

Traders await the FOMC meeting for updated dot plot and Powell’s remarks. Concerns rise as economic data like the University of Michigan consumer sentiment shows significant misses.

Earnings Highlights

Adobe (ADBE) delivered strong earnings, signaling potential momentum. General Motors upgraded to Overweight, while Applied Materials and RH face downgrades.

Top Movers

  • Continuation Plays: Watch Tesla (TSLA) for consolidation entry. Tech names like Palantir (PLTR) and Micron (MU) are setting up for potential breakouts.
  • Anticipation Setups: Keep an eye on Bloom Energy (BE) and NVIDIA for potential shifts.

Quick Trade Ideas

For S&P 500 ETF, SPY support at 657 and Nasdaq-100 ETF, QQQ support at 586.12. Resistance levels at 658.95 and 587.83 respectively for quick reactions.

Key Takeaway

The market trend is cautiously bullish but narrow, driven by select giants. Traders advised to stick with leaders, manage risk tight, and brace for volatility amidst Fed meeting next week.

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