The Morning Dose
Morning Dose #365: Breadth Heals, But Meta and Tesla Hold the Verdict – Wednesday 10/21/2026
0:005:56
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Episode summary
Futures rally on a SpaceX beat and an Asia chip-stock surge, but breadth remains under the bullish threshold and the Fed’s hawkish path keeps multiples compressed. Yesterday’s quiet headline session hid a strong rotation into small caps and healthcare, while tonight’s Meta and Tesla earnings — after Netflix’s post-beat selloff — will decide whether this...