NewsWare‘s Trade Talk

NewsWare Trade Talk Nov 6, 2025 08:21

NewsWare’s Trade Talk Nov 5, 2025 08:10

NewsWare’s Trade Talk for Nov 4, 2025 08:13

Monday Nov 3rd NewsWares Trade Talk

Friday, October 31: Tech Titans Fuel the Rally - AI, Earnings & a Netflix Stock Split

S&P Futures are pushing higher this morning as mega-cap tech earnings keep the momentum going. AI and datacenter strength remain front and center, with NVIDIA announcing major South Korean partnerships and Netflix making headlines with a 10-for-1 stock split. Disney’s dispute with YouTube TV adds a twist to media headlines, while META’s bond demand surges. Tune in for a full market breakdown — from AMZN and COIN gains to a busy lineup of after-the-bell reports.

Thursday, October 30: A Post-Powell Pullback and Tech Margins, How Markets Are Reacting

S&P Futures are pointing lower this morning as investors digest a wave of earnings, Fed commentary, and geopolitical updates. Mega-cap tech continues to deliver strong margins, though Microsoft’s softer PC outlook weighed on its guidance. Fed Chair Jerome Powell struck a hawkish tone in yesterday’s press conference, signaling that a December rate cut is not a foregone conclusion. Meanwhile, U.S.–China talks wrapped up as expected, easing trade tensions with no surprises.

We’ll also touch on YouTube’s expiring agreement with Disney, the FDA’s push to streamline biologic drug testing, and the latest corporate movers — from GOOG and LLY to META, MSFT, and MRK. After the bell, all eyes turn to Apple, Amazon, Coinbase, Reddit, and Roku, with ABBV, CVX, and XOM set to report tomorrow morning.

Wednesday, October 29: The 24-Hour Market Trifecta - Fed, Tech, and Trade

market-moving events. The spotlight is on tech with earnings from heavyweights like Microsoft, Google, Meta, and ServiceNow set to hit after the bell. The Fed announcement and Chair Powell’s press conference are front and center today, followed by U.S.–China trade talks at tomorrow’s APEC Summit. Markets are leaning into a positive narrative—particularly across the tech sector—while energy, healthcare, and materials trail behind. We’ll break down the earnings movers, from CAT and GE Healthcare to CVS and Visa, and what all this means for the market’s next move.

Tuesday, October 28: Markets Watch Earnings as Fed Meeting Kicks Off

S&P Futures are edging higher this morning as investors digest a busy slate of corporate earnings and await the start of the Federal Reserve’s two-day policy meeting. President Trump continues his Asia tour, leaving Japan for South Korea where trade talks are set to take center stage. In corporate news, PayPal teams up with OpenAI to enable in-app purchases through ChatGPT, while new spinoffs from Honeywell and DuPont are set to join the S&P 500 next week. Tesla’s EU sales slipped in September even as overall car sales in the region rose. We’ll break down all the key movers including BMRN, CARR, UNH, and UPS trading higher after earnings, and AWI, PII, and WM under pressure. Plus, a look ahead to tonight’s big reports from Visa and Mondelez, and tomorrow’s heavyweights—Boeing, Caterpillar, Verizon, and C

NewsWare's Trade Talk: Monday, October 27

S&P Futures are rallying this morning as optimism builds around a potential breakthrough in U.S.-China trade relations. A comprehensive trade deal is reportedly near finalization after high-level talks in Malaysia this weekend, with both sides confirming progress on key issues including export controls, fentanyl regulations, shipping levies, and agricultural purchases. Meanwhile, markets are gearing up for a pivotal week — the Fed is expected to cut rates by 25 basis points, a Supreme Court decision on tariffs looms, and some of the biggest names in corporate America are set to report earnings.

Tune in to NewsWare’s Trade Talk for everything you need to know as markets kick off one of the most important weeks of the quarter.

NewsWare's Trade Talk: Friday, October 24

S&P Futures are trending higher this morning as upbeat Q3 earnings continue to ease economic concerns. All eyes are on the CPI report due out before the bell. President Trump is calling off trade talks with Canada, while Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer meet with China’s Vice Premier He Lifeng in Malaysia—setting the stage for next week’s Trump–Xi summit. Lawmakers’ failure to approve pay for air-traffic controllers could start to impact airlines as the Thanksgiving travel season nears. Target and Rivian are gaining after announcing layoffs, while earnings movers include INTC, F, TDOC & SNY trading higher and BYD, MHK & VRSN lower.