Back to Podcast
Next Day Prep EP56 Bullish

Next Day Prep: Tech Giants Fuel Market Shielding – Wednesday 6/25/2025

June 26, 2025 10:52
Tickers Mentioned
MUMLKNDASHNVDAMSFTAVGO
Episode Summary
Markets rally near all-time highs fueled by strong Micron earnings and tech leadership. Small-caps surge on Fed policy optimism. Focus on NVDA, MSFT, DASH setups but use tight stops ahead of PCE data.
Key Takeaways
  • S&P 500 nearing all-time high with strong tech leadership
  • Micron earnings boost optimism across semiconductor sector
  • Small-cap rally driven by expectations of easier Fed policy
  • MillerKnoll surges 12% on office re-entry momentum strength
  • Stay nimble with tight stops ahead of PCE inflation report
0:00 / 10:52

Next Day Prep: Tech Giants Fuel Market Shielding

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! Despite a day of mixed market performance, the S&P 500 maintained its ground, largely thanks to the strength of mega-cap tech stocks like NVIDIA, Alphabet, Apple, and Microsoft. Market breadth was weak with most stocks seeing profit-taking, but these giants offset broader weakness.

Overnight Headlines

  • FedEx (FDX) down over 3% on disappointing outlook
  • Tesla down nearly 4% on European sales slump reports
  • BlackBerry (BB) soars over 12% on beating Q1 estimates

Economic Announcements

Fed Chair Powell’s testimony lacked new rate cut insights. NATO commits to defense spending target, calming Israel-Iran tensions. Weak new home sales data for May signals housing market strain.

Earnings Highlights

  • BlackBerry (BB): Revenue beats estimates, positive outlook
  • General Mills, Paychex, Winnebago, Fuller, Jefferies, Micron Technology, Walgreens, Nike, Apogee Enterprises upcoming earnings

Top Movers

Watch semiconductors as Philadelphia Semiconductor Index continues to surge. Mixed sector performance with Technology up, Real Estate down, and Energy weak.

Quick Trade Ideas

  • Continuation Breakout: Consider ESGL for a breakout above $3.60
  • Anticipation Setups: Watch MSFT, JPM, and AMBA for potential rallies

Key Takeaway

Traders should focus on tech and financial sectors for momentum plays. Mega-cap stocks are propping up indices, while cautious optimism prevails. Keep an eye on support and resistance levels for breakout opportunities.

Share:

Find momentum stocks in milliseconds

Try WaveFinder