Back to Podcast
Next Day Prep EP162 Bullish

Next Day Prep: Tech Titans Surge Intel Leads Semiconductor Rally – Tuesday 12/02/2025

December 3, 2025 4:05
Tickers Mentioned
PLTRNETRCATMSFTMTSICAMT
Episode Summary
Markets extend gains pre-FOMC as weak jobs data supports dovish Fed expectations. Tech lagged but semiconductors rallied. Watch PLTR breakout above $178, NET pullback entry at $203-204, and selective semiconductor plays. Avoid retail and storage sectors.
Key Takeaways
  • Markets show resilience ahead of FOMC meeting decision
  • Weak ADP jobs data reinforces December rate cut expectations
  • Energy and financials lead healthy sector rotation signals
  • Palantir breaking out above $178 toward new highs
  • Avoid retail and storage sectors due to weakness
0:00 / 4:05

Next Day Prep: Tech Titans Surge Intel Leads Semiconductor Rally

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

Intro & Market Mood

Welcome traders to Next Day Prep – What We Are Watching Tomorrow. Yesterday, major averages advanced but faced choppy action, leaving bulls struggling to maintain momentum.

Overnight Headlines

  • NVIDIA, Apple, Microsoft led the charge in Tech sector.
  • Intel surged over 8%, boosting Semiconductor index by 1.8%.
  • Boeing soared over 10%, driving gains in Industrials sector.
  • MongoDB reported a huge beat-and-raise, lifting tech sector sentiment.
  • Energy sector under pressure as crude oil futures slipped.

Economic Announcements

Upcoming data dump: ADP Employment at 8:15 AM Eastern, ISM Services at 10:00 AM. Market sensitive to yields at 4.09%.

Earnings Highlights

  • MongoDB up over 22%, signaling strong data infrastructure demand.
  • Texas Instruments (TXN) showing relative strength for potential breakout above 177.60.

Top Movers

  • Hecla Mining (HL) and First Majestic (AG) showing strong performance in the silver complex.
  • Texas Instruments (TXN) and Grainger (GWW) exhibiting potential breakout setups.

Quick Trade Ideas

Trader focus on Tech leaders, Industrial strength, and momentum setups. Watch for potential breakout opportunities in TXN, GWW, SITM, HL, and AG.

Key Takeaway

Stay nimble, monitor levels closely, and be prepared for potential volatility based on upcoming economic data releases. Good trading everyone!

Share:

Find momentum stocks in milliseconds

Try WaveFinder