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Next Day Prep EP26 Bullish

Next Day Prep: Tariff Shockwave Markets on Overdrive – Monday 5/12/2025

May 12, 2025 21:32
Tickers Mentioned
AAPLASMLADIIDXXENPHWDAY
Episode Summary
Markets surged on U.S.-China tariff reduction news, with tech and consumer discretionary leading gains. Key CPI data ahead. Watch IDXX, ENPH, WDAY for breakout opportunities but manage risk amid trade uncertainties.
Key Takeaways
  • U.S. and China announced tariff reduction sparking rally
  • Tech and consumer discretionary sectors led market gains
  • CPI data expected to show 0.3% increase
  • IDXX, ENPH, and WDAY showing bullish breakout setups
  • Remain cautious despite momentum due to trade uncertainties
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Next Day Prep: Tariff Shockwave Markets on Overdrive

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

Intro & Market Mood

Stocks surged today as trade war tensions eased, driving major indices higher. The market saw significant gains led by tech and consumer discretionary sectors.

Overnight Headlines

  • The U.S. and China announced a tariff reduction agreement, sparking a “fear of missing out” rally.
  • Apple and chipmakers like Apple surged, driving tech and consumer discretionary sectors up.
  • Utilities experienced a decline as risk-on sentiment dominated the market.

Economic Announcements

Key economic data to watch includes the CPI and core CPI reports, with expectations for a 0.3% increase. The NFIB Small Business Optimism Index will also provide insights into sentiment.

Earnings Highlights

Companies to keep an eye on include IDXX, ENPH, and WDAY, showing bullish setups with potential breakouts based on volume patterns.

Top Movers

Notable movers include ASML and ADI in the tech sector, displaying strong bullish signals and potential for continued gains based on technical analysis.

Quick Trade Ideas

Consider entry points and stop-loss levels for IDXX, ENPH, and WDAY to capitalize on their bullish setups, with careful attention to volume patterns and overall market sentiment.

Key Takeaway

Despite the positive market momentum, remain cautious due to uncertainties around the trade agreement and upcoming economic data. Manage risk and stay informed for profitable trading opportunities.

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