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Next Day Prep EP57 Bullish

Next Day Prep: Tech Surge Propels Small-Cap Rally – Thursday 6/26/2025

June 26, 2025 5:28
Tickers Mentioned
MUMLKNDASHNVDAMSFTAVGO
Episode Summary
Markets surged with S&P 500 nearing all-time highs, driven by Micron's strong earnings and Fed policy hopes. Tech and small-caps rallied. Watch NVDA, MSFT breakouts and PCE data ahead. Stay nimble with tight stops.
Key Takeaways
  • S&P 500 nearly reached new all-time high today
  • Micron's strong results boosted tech sector optimism significantly
  • Small-cap rally driven by expectations of easier Fed policy
  • PCE inflation report coming; traders should use tight stops
  • Focus on proven leaders like NVIDIA and Microsoft
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Next Day Prep: Tech Surge Propels Small-Cap Rally

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 showcased a strong performance with the S&P 500 nearly reaching a new all-time high, signaling bullish sentiment.

Overnight Headlines

  • Micron reported impressive figures and a positive outlook, boosting optimism in the tech sector.
  • Rumors of a potential replacement of Fed Chair Powell in 2026 led to expectations of easier policy, causing yields to drop.

Economic Announcements

The durable goods orders signal strong business spending, while jobless claims present a mixed picture with initial claims declining but continuing claims rising. The GDP report remained largely unchanged and outdated in light of current market focus.

Earnings Highlights

MillerKnoll (MLKN) stock surged over 12% on strong earnings, revenue beats, and upbeat guidance driven by office re-entry momentum.

Top Movers

Key sectors like Energy, Consumer Discretionary, and Industrials outperformed, while major stocks such as Marvell, Broadcom, and NVIDIA contributed to sector gains.

Quick Trade Ideas

For continuation setups, consider DoorDash (DASH) poised for upward momentum towards $244 resistance. Anticipation setups involve potential breakouts in NVIDIA, Microsoft, and Broadcom from key support levels for bullish trades.

Key Takeaway

With upcoming PCE inflation report, traders should stay nimble, using tight stops due to market fragility. Focus on proven leaders like NVIDIA and Microsoft, keeping a sniper approach to navigate opportunities in a potentially volatile market.

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