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Next Day Prep EP116 Bullish

Next Day Prep: Tech Giants Surge, Staples Sink Market’s Uneven Rally – Monday 9/22/2025

September 22, 2025 4:33
Tickers Mentioned
ORCLNVDAAAPLMETAGOOGLTSLAKVUECOMP
Episode Summary
Markets hit record highs led by mega-cap tech, with Oracle and NVIDIA surging on major deals. Gains were concentrated at the top while consumer staples declined. Focus on strong leaders and manage risks in this selective rally.
Key Takeaways
  • Mega-cap tech stocks drove markets to fresh record highs
  • Oracle surged on TikTok deal as security provider
  • NVIDIA soared on strategic OpenAI partnership announcement
  • Consumer staples declined sharply on Kenvue product safety concerns
  • Focus on mega-cap leaders with strong volume cautiously
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Next Day Prep: Tech Giants Surge, Staples Sink Market’s Uneven Rally

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

Market Briefing: What to Watch Tomorrow

Market Mood: The markets hit fresh record highs with mega-cap tech leading the charge, but gains were concentrated at the top.

Overnight Headlines

  • Oracle (ORCL): Shares surged over six percent as the White House finalizes the TikTok deal with Oracle as the security provider.
  • NVIDIA (NVDA): Stock soared on a strategic partnership with OpenAI, boosting the semiconductor sector.
  • Apple (AAPL): Strong performance driven by iPhone 17 demand.

Economic Announcements

Watch for flash PMI numbers and Fed Chair Powell’s speech tomorrow for potential market-moving insights.

Earnings Highlights

  • Kenvue (KEY): Plunged over seven percent on reports linking its flagship product to autism risk.

Top Movers

  • Communication Services: Meta and Alphabet traded down, showing sector weakness.
  • Real Estate: Compass’s stock tumbles after offering an 84% premium to acquire Anywhere Real Estate.

Quick Trade Ideas

  • Consider a continuation setup on Alphabet (GOOGL) if it finds support after today’s dip.
  • Anticipate a breakout in Tesla (TSLA) with potential catalysts like robotaxis approval and key headlines.

Key Takeaway

Focus on mega-cap leaders with strong volume, manage risks, and stay cautious in a market where gains are heavily concentrated.

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