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Next Day Prep EP39 Neutral

Next Day Prep: Tech Fears Ease, Mega-Caps Rally Pre-Weekend – Friday 5/30/2025

May 30, 2025 15:31
Tickers Mentioned
SPYQQQNVDAULTACOSTESTCUNHMAVCRWD
Episode Summary
Markets closed flat after China trade fears initially rattled stocks. Mega-caps and consumer staples rallied while semiconductors faced pressure. PCE data showed moderating inflation. Traders should focus on support levels and healthcare/tech opportunities amid tariff uncertainties.
Key Takeaways
  • S&P 500 closed flat after volatile session driven by trade headlines
  • Mega-caps and consumer staples outperformed while semiconductors lagged
  • PCE inflation data moderated, easing concerns about price pressures
  • Ulta surged 12% on earnings while Elastic sold off on cautious guidance
  • Healthcare and select tech names showing continuation breakout potential
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Next Day Prep: Tech Fears Ease, Mega-Caps Rally Pre-Weekend

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 was a rollercoaster in the markets, with a flat close for the S&P 500 that belied the day’s drama.

Overnight Headlines

  • President Trump’s social media post on China and trade rattled the markets initially.
  • Bloomberg reported on potential tech sanctions on China, leading to session lows.

Economic Announcements

Key economic data for April showed strong personal income growth, moderated inflation, and an uptick in savings rate. The PCE Price Index dipped slightly, helping allay inflation fears.

Earnings Highlights

  • Ulta Beauty (ULTA) surged nearly 12% post-earnings. Costco (COST) had a strong day, propelling the consumer staples sector.
  • Elastic (ESTC) faced a sell-off despite strong Q4 performance due to cautious guidance.

Top Movers

NVIDIA (NVDA) and other semiconductors saw selling pressure while mega-caps and consumer staples outperformed.

Quick Trade Ideas

Continuation Plays:

  • UNH, MA, and V showing strength for potential trades.

Anticipation Setups:

  • CRWD, ISRG, and META displaying coiling patterns for potential breakouts.

Key Takeaway

Traders should navigate the market cautiously with a focus on key support and resistance levels. Tech and healthcare sectors present notable opportunities, but tariff-related uncertainties and mixed sentiment warrant vigilance.

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