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Next Day Prep EP72 Neutral

Next Day Prep: Retail Sales Surge Ignites Market Rally – Thursday 7/17/2025

July 18, 2025 35:20
Tickers Mentioned
NFLXAXPMMMSCHWCMARFSTEMCWTEAMSHOP+3 more
Episode Summary
Markets tried to reach new highs but ended flat amid indecision. Netflix sold off post-earnings despite a beat, while regional banks outperformed. Focus on stocks with clear technical setups like STEM, SHOP, and AMD.
Key Takeaways
  • Market attempted new highs but lacked momentum, closed flat
  • Netflix beat expectations but sold off on forex-driven revenue
  • Regional banks showed strength with several hitting new highs
  • Housing data mixed: surface strength but single-family unit weakness
  • Focus on individual stocks showing technical strength amid indecision
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Next Day Prep: Retail Sales Surge Ignites Market Rally

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

Intro & Market Mood

Today, the market saw the S&P 500 and the Nasdaq Composite reaching new all-time highs, fueled by a combination of solid earnings reports and positive economic data.

Overnight Headlines

  • Retail sales rose 0.6% in June, surpassing expectations and showing strength in discretionary sectors like apparel and restaurants.
  • Initial jobless claims dropped to 221,000, indicating confidence in the labor market.

Economic Announcements

The positive economic data led to a pro-cyclical, risk-on day with nine S&P sectors finishing in the green.

Earnings Highlights

  • PEP (PepsiCo) surged over 7% following an earnings beat and organic revenue growth.

Top Movers

  • AAPL (Apple) and NVDA (Nvidia) are showing strong upward momentum and potential for continuation breakouts.

Quick Trade Ideas

For traders:

  • Watch for key support and resistance levels on SPY and QQQ.
  • Consider entry points for potential breakouts in AAPL and NVDA.
  • Anticipation setups like AMD and MSTR may offer trading opportunities.

Key Takeaway

Traders should focus on strong volume, breakout levels, and follow-through to capitalize on the current market momentum and growth potential in select stocks.

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