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Next Day Prep EP152 Neutral

Next Day Prep: Tech Surge Lifts Nasdaq, Energy Shines Key Insights for T… – Friday 11/14/2025

November 14, 2025 4:57
Tickers Mentioned
MUNVDAARGXGMEDTRGPSPOTAPGE
Episode Summary
Mixed market session saw Nasdaq rebound on semiconductor strength while Dow declined. Fed commentary reduced rate cut expectations. Energy surged while traders await NVIDIA earnings as key catalyst.
Key Takeaways
  • Tech and semiconductors rebounded while Dow faced selling pressure
  • Fed commentary reduced December rate cut odds significantly
  • Energy sector surged on oil price recovery strength
  • StubHub post-IPO earnings disappointed with large loss reported
  • NVIDIA earnings will be critical catalyst for tech direction
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Next Day Prep: Tech Surge Lifts Nasdaq, Energy Shines Key Insights for T…

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 market session was a rollercoaster ride with the S&P 500 and Nasdaq battling at key technical levels. Tech stocks, led by semiconductor strength, staged a rebound while other sectors faced headwinds amid cautious market sentiment.

Overnight Headlines

The market saw a divergence, with the Dow down but the Nasdaq closing in positive territory. Semiconductor stocks like MU and NVDA notably drove the tech sector higher. Energy surged on oil price recovery, while materials, financials, and consumer discretionary sectors faced selling pressure.

Economic Announcements

Fed commentary, particularly from Kansas City Fed President Schmid, indicating resistance to a December rate cut, weighed on market expectations. The odds of a December rate cut plummeted, impacting market sentiment and trading decisions.

Earnings Highlights

Post-IPO earnings report from StubHub disappointed with a large loss and lack of near-term guidance, citing challenges from one-time events and regulatory changes. Traders should be cautious of companies facing uncertain headwinds and lacking clear guidance.

Top Movers

Keep an eye on relative strength in biotech, med-tech, and energy sectors. Stocks like ARGX, GMED, and TRGP showed strength and potential for further upside based on technical setups.

Quick Trade Ideas

  • ARGX: Watch for a pullback towards $903 as a buying opportunity targeting $915.
  • GMED: Look for support around $84 for a possible move towards $85 and higher.
  • TRGP: Monitor the $173 support level for a potential move towards $175 amid energy sector strength.
  • Keep an eye on stocks like SPOT and APGE for breakout opportunities as they consolidate in tight patterns.

Key Takeaway

Traders should be selective in a market showing signs of rotation. Monitor leading sectors for opportunities while remaining cautious of broader market uncertainty. NVIDIA’s earnings report will be a critical catalyst for tech and overall market direction in the coming days.

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