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Next Day Prep EP40 Bullish

Next Day Prep: Tech Giants Surge Amid Market Resilience – Monday 6/02/2025

June 2, 2025 8:37
Tickers Mentioned
METANVDADGFERGNIOOLLISIGASANCRWDHPE
Episode Summary
Markets rallied with tech giants like META and NVDA leading despite steel tariff concerns. Better-than-expected ISM data and trade negotiation hopes drove positive sentiment. Steel stocks surged while commodities jumped on supply dynamics.
Key Takeaways
  • Mega-cap tech stocks led market rally with strong gains
  • ISM Manufacturing PMI beat expectations at 48.5 supporting sentiment
  • Steel tariffs boosted producers but pressured auto manufacturers
  • Gold surged over $81 to near $3400 on flight-to-safety demand
  • Market overcame early weakness on trade negotiation optimism
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Next Day Prep: Tech Giants Surge Amid Market Resilience

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, the market showed resilience with mega-cap growth stocks leading the charge. Notable gains in Meta (META) and NVIDIA (NVDA) set a positive tone, reflecting the strength of big players in the market.

Overnight Headlines

Market initially faced challenges due to increased tariffs on steel and aluminum, which raised concerns about inflation and trade uncertainties. However, optimism grew as reports emerged about potential trade negotiations and a better-than-expected ISM Manufacturing PMI for May.

Economic Announcements

  • ISM Manufacturing PMI: 48.5 (better than expected)
  • Construction Spending: Down 0.4% month-over-month

Earnings Highlights

Coming Up Tomorrow:

  • Pre-Market: Dollar General (DG), Ferguson (FERG), NIO, Ollie’s (OLLI), Signet Jewelers (SIG)
  • After the Bell: Asana (ASAN), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Yext (YEXT)

Top Movers

Steel Stocks: Steel producers like Cleveland-Cliffs (CLF) surged, while consumers like GM and Ford faced pressure from increased costs.

Commodities: Crude oil jumped 3% and gold surged over $81, reaching nearly $3400 on OPEC+ agreements and market dynamics.

Quick Trade Ideas

Continuation Plays:

  • AVGO: Support 243-245, Resistance 250, 252, 255
  • INTU: Support 755-760, Resistance 765, 768, 770
  • ULTA: Support 470-472, Resistance 478, 480, 485

Anticipation Setups:

  • U.S. Steel (X): Support $53.36-53.50, Resistance $53.60
  • FICO: Support $1732-1738, Resistance $1750-1751
  • Carvana (CVNA): Support $327-329, Resistance $330-331.50

Key Takeaway

Despite early challenges, the market rallied on positive economic data and trade prospects. Keeping an eye on steel tariff impacts, earnings reports, and potential trade developments can help navigate the evolving market landscape.

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