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Next Day Prep EP149 Neutral

Next Day Prep: Tech Selloff Ignites Healthcare Surge – Tuesday 11/11/2025

November 11, 2025 5:33
Tickers Mentioned
NVDAAMDAAPLMSFTVTRSMRNAMRKAMGNPARALIF+5 more
Episode Summary
Market rotation from mega-cap tech into healthcare as semiconductors faced pressure from Softbank's NVIDIA stake sale. Apple and Microsoft showed strength. Healthcare surged on FDA catalysts. Watch SPY/QQQ key levels and healthcare momentum plays.
Key Takeaways
  • Tech selloff driven by semiconductor weakness from NVIDIA stake sale
  • Healthcare sector surged on FDA news and capital rotation
  • Apple and Microsoft showed resilience amid tech sector pressure
  • Market indices consolidating; watch SPY and QQQ key levels
  • Focus on EWTX, PEN continuation and ARGX breakout setups
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Next Day Prep: Tech Selloff Ignites Healthcare Surge

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’s session saw a dynamic market with a clear rotation unfolding between mega-caps and other sectors. While the Dow Jones outperformed, the Nasdaq faced pressure due to profit-taking in big tech names.

Overnight Headlines

The semiconductor sector was notably impacted by Softbank’s sale of its stake in NVIDIA, leading to selling pressure in chip stocks. However, tech giants like Apple and Microsoft stood out positively on news of potential trade deals and resilience.

Economic Announcements

Healthcare emerged as a standout sector with a significant rise fueled by FDA news on therapy warnings and new drug approvals. Stocks like Viatris, Moderna, Merck, and Amgen made substantial gains.

Earnings Highlights

While Paramount Skydance saw a strong rebound despite missing estimates, Life360 faced a sell-off despite a record quarter due to high market expectations. The importance of managing market expectations was evident in these moves.

Top Movers

  • EWTX: Showed late-day strength, potential for a continued move.
  • PEN: Displayed a strong uptrend, a dip towards an entry point is anticipated.
  • ARGX: Building up for a potential breakout setup.

Quick Trade Ideas

Watch for controlled pullbacks in EWTX and PEN for potential entries. Keep an eye on ARGX for a breakout pattern confirmation.

Key Takeaway

Stay nimble and strategic in your trades. Focus on healthcare and tech leaders while monitoring consolidation in major indices. Be aware of key levels on SPY and QQQ for potential trend confirmations. Stay vigilant and adaptable amidst mixed market signals.

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