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Next Day Prep EP138 Bearish

Next Day Prep: Streaming Giant’s Plunge Sends Shockwaves – Wednesday 10/22/2025

October 22, 2025 6:12
Tickers Mentioned
NFLXTXNISRGRTXVICRMCKSPYQQQ
Episode Summary
Market risk-off as Netflix and Texas Instruments earnings misses pressured tech. Energy led gains while defensive sectors outperformed. Focus on relative strength names like RTX and Vicor, monitor SPY/QQQ key levels for direction.
Key Takeaways
  • Risk-off day driven by Netflix and Texas Instruments earnings misses
  • Energy sector led gains, defensive rotation into Staples and Healthcare
  • Intuitive Surgical surged fourteen percent on strong earnings beat
  • Monitor SPY and QQQ key levels for directional market signals
  • Individual stock selection crucial in selective market environment
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Next Day Prep: Streaming Giant’s Plunge Sends Shockwaves

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. Today felt like a clear risk-off day in the market, with major averages taking a step back, weighed down by key earnings misses and geopolitical headlines. The S&P 500 was off about half a percent, the Nasdaq down almost one percent, and the Russell 2000 dropping one and a half percent.

Overnight Headlines

  • Netflix (NFLX) reported a rare earnings miss, down over ten percent, impacting Communication Services.
  • Texas Instruments (TXN) missed on EPS, dragging down the semiconductor space.

Economic Announcements

No major economic announcements highlighted, but market sentiment remains neutral to slightly bearish.

Earnings Highlights

  • Intuitive Surgical (ISRG) reported a superb earnings beat and raise, with a stock price jump of almost fourteen percent.

Top Movers

  • Energy sector led the gains, up over one percent, supported by a rise in crude oil prices.
  • Consumer Staples and Health Care sectors also saw positive movement.

Quick Trade Ideas

Stocks to Watch:
RTX (Raytheon Technologies): Showing relative strength, potential breakout above 178.50.
VICR (Vicor): Late-session breakout with high volume, resistance around 86.25.
MCK (McKesson): Steady grind higher, nearing key $800 level.

Key Takeaway

Traders should monitor key support and resistance levels on SPY and QQQ for directional cues. Individual stock selection is crucial for alpha, focus on names with relative strength like RTX and Vicor. Stay nimble and watch for volume confirmation.

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