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Next Day Prep EP70 Bullish

Next Day Prep: Small-Caps Shine, Tech Roars Key Takeaways – Thursday 7/17/2025

July 17, 2025 5:04
Tickers Mentioned
AAPLNVDAPEPAMDMSTR
Episode Summary
Markets rallied to new all-time highs on strong retail sales and jobless claims data. Tech leadership from AAPL and NVDA, plus small-cap strength, signal broad risk-on sentiment. PEP earnings beat fueled optimism.
Key Takeaways
  • S&P 500 and Nasdaq hit new all-time highs
  • Retail sales exceeded expectations showing strong consumer spending
  • Tech sector and small-caps outperformed with risk-on sentiment
  • PepsiCo soared 7% on strong earnings and revenue growth
  • Apple and NVIDIA showing leadership with potential breakout levels
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Next Day Prep: Small-Caps Shine, Tech Roars Key Takeaways

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 showed remarkable strength today, with new all-time highs on the S&P 500 and the Nasdaq. The strong economic data and positive earnings reports fueled a broad-based rally.

Overnight Headlines:

  • Retail sales exceeded expectations at 0.6%, signaling robust consumer spending.
  • Initial jobless claims of 221,000 indicated a strong labor market with low layoffs.
  • Tech sector and small-caps outperformed, showing a risk-on sentiment across the market.

Economic Announcements:

No major economic announcements overnight.

Earnings Highlights:

  • PEP (PepsiCo) soared over 7% after reporting strong earnings and revenue growth, driven by successful brand strategies and international business performances.

Top Movers:

  • AAPL (Apple) and NVDA (NVIDIA) displaying leadership qualities with potential breakout levels at $211 for AAPL and $655 for NVDA.
  • Awaiting breakouts in AMD, AMDL, and MSTR, showing positive chart patterns and volume spikes.

Quick Trade Ideas:

  • Consider entering AAPL at $210.50 or NVDA after a breakout above $655 for potential quick gains.
  • Look for entry points in anticipation setups like AMD above $160.64, AMDL near $10.73, and MSTR above $455.

Key Takeaway:

The market sentiment is positive with strong consumer spending and a healthy jobs market. Tech sector leadership, along with a broader rally, presents both short-term trading and longer-term investment opportunities across various sectors.

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