The Morning Dose

Morning Dose: Tech Surge Ignoring Trade Drama โ€“ Thursday 7/10/2025


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**Summary:**

This episode of "The Morning Dose" delves into the market dynamics, highlighting the resilience of tech stocks amidst trade uncertainties and sector performances, offering trade ideas and insights for traders to navigate confidently.

**Episode Outline:**

(00:00) Introduction to the market's cautious bullish mood
(01:02) Macroeconomic analysis: Market reaction to trade news
(01:44) Preview of upcoming economic event: Initial Jobless Claims
(02:12) Earnings and Pre-market movers analysis: Delta Air Lines vs. Conagra
(02:52) M&A Buzz: WK Kellogg acquisition excitement
(03:19) Strategic Partnership: MP Materials' upward surge
(03:36) Sector Focus: Tech and Consumer Discretionary vs. Energy and Staples
(03:59) Trade Ideas: Microsoft, semiconductor sector, and key SPY levels
(04:21) Analyst Coverage: A.I. and chip sector insights
(04:36) Final thoughts on market resilience and staying disciplined

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The post Morning Dose: Tech Surge Ignoring Trade Drama โ€“ Thursday 7/10/2025 first appeared on WaveRider Reads: Trading Books Unpacked.

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