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Next Day Prep EP99 Bullish

Next Day Prep: NVIDIA Earnings Key Catalyst for Market Surge – Wednesday 8/27/2025

August 27, 2025 4:33
Tickers Mentioned
NVDAMDBCRMMPWRKSSDDOGNOW
Episode Summary
Markets hit new highs ahead of NVIDIA earnings with software sector leading on MongoDB's 38% surge. Energy gained on oil strength while breadth improved across small and mid-caps. Key economic data Thursday and Friday's PCE report in focus.
Key Takeaways
  • S&P 500 hit new record high awaiting NVIDIA earnings
  • MongoDB surged 38% boosting entire software sector momentum
  • Energy sector led with 1.2% gain on crude oil
  • Fed rate cut probability driving broadening market confidence
  • PCE inflation report Friday key catalyst for Fed policy
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Next Day Prep: NVIDIA Earnings Key Catalyst for Market Surge

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

Intro & Market Mood

The S&P 500 hit a new record high, signaling a cautious market sentiment as traders await NVIDIA’s earnings to potentially steer the market direction.

Overnight Headlines

  • Energy sector led with over 1.2% gain fueled by rising crude oil prices.
  • Software sector standout MongoDB (ticker: MDB) surged nearly 38% on strong financial performance and cloud database platform growth.
  • Other software stocks like Datadog, ServiceNow, and Salesforce saw positive momentum.

Economic Announcements

Key upcoming economic events include GDP and jobless claims on Thursday, with Friday’s PCE report being the highlight as a crucial inflation gauge for the Fed.

Earnings Highlights

Kohl’s (ticker: KSS) soared 24% post-earnings, standing out in the retail space with a significant earnings per share beat.

Top Movers

  • C-R-M (Salesforce) showed strength, up over 2.5%, with potential for further upside breakout.
  • Monolithic Power Systems (MPWR) displayed bullish signals and consolidation, primed for a potential breakout.

Quick Trade Ideas

For Salesforce (CRM), watch for a breakout above $251 with entry on a pullback to $248-$249, targeting $251, supported by a stop-loss below $247.50.

For Monolithic Power Systems (MPWR), consider entry on a dip to $865, targeting breakouts at $870, $875, and $880 with a stop-loss below $860.

Key Takeaway

Market outlook remains bullish with broadening risk appetite. Software sector leads the way with NVIDIA’s earnings as a significant upcoming catalyst. Remain nimble, know your levels, and stay alert for reactions to key economic data.

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