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Next Day Prep EP154 Bearish

Next Day Prep: Tech Titans Stumble Before NVIDIA Earnings – Tuesday 11/18/2025

November 18, 2025 6:15
Tickers Mentioned
NVDAAMZNMSFTHDREGNCACITARAMDTMRK
Episode Summary
Markets turned bearish as major indexes breached 50-day moving averages. Tech weakness from AMZN/MSFT downgrades and NVDA earnings anticipation drove rotation into defensives. Focus on selective strength plays with tight stops.
Key Takeaways
  • Major indexes closed below 50-day moving averages, signaling trend shift
  • Tech sector pressured by Amazon and Microsoft downgrades
  • NVIDIA earnings anticipation causing semiconductor sector nervousness and profit-taking
  • Small-cap and mid-cap stocks show resilience amid broad weakness
  • Healthcare sector demonstrates defensive strength with Medtronic and Merck
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Next Day Prep: Tech Titans Stumble Before NVIDIA Earnings

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 saw a shift in sentiment as major indexes closed below their 50-day moving averages, signaling a potential trend change.

Overnight Headlines

  • Consumer Discretionary sector hit hard, with Home Depot leading the decline.
  • Tech sector under pressure due to downgrades on Amazon and Microsoft.

Economic Announcements

Weekly jobless claims data slightly nudged market expectations for a Fed rate cut, influencing bond yields.

Earnings Highlights

  • Healthcare sector stood out with Medtronic and Merck posting strong numbers.
  • Klarna’s first report after going public resulted in a stock drop due to widening losses.

Top Movers

Small and mid-cap stocks showed strength, bucking the broader market weakness, indicating rotation and selective buying opportunities.

Quick Trade Ideas

  • Regeneron (REGN): Potential breakout above $728 towards $735 with a stop at $719.
  • CACI International (CACI): Watch for a move above $600 for further momentum towards $606.
  • TARA Biosystems (TARA): Speculative play with a breakout over $6.85 signaling a move towards $7 and beyond.

Key Takeaway

Traders should stay cautious and selective given the bearish market sentiment. Focus on relative strength plays, use tight stops, and be mindful of NVIDIA’s upcoming earnings report setting the tone for the week.

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