Podcast

Morning Dose #147: Fed Hangover, China Truce, Earnings Surge – Thursday 10/30/2025

By WaveRider AI1 min read

Key takeaways

  • Be cautious but alert for trading opportunities in a volatile market. Tech and healthcare stocks are showing strength, while cyclical sectors remain weak.

Morning Dose: Fed Hangover, China Truce, Earnings Surge

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

Intro & Market Mood

Futures are looking flat this morning after yesterday’s post-Fed indecision. The market seems cautious amid a one-year trade truce between the U.S. and China.

Overnight Headlines

  • Alphabet (GOOGL) soars over 8% on strong earnings and Google Cloud growth.
  • Eli Lilly (LLY) jumps 4% after crushing earnings estimates and raising guidance.
  • Meta Platforms (META) tumbles nearly 9% on in-line guidance disappointment.
  • Microsoft (MSFT) slips 1.7% despite a solid beat and strong Azure growth.

Economic Announcements

Watch for third-quarter GDP and Initial Jobless Claims numbers at 8:30 AM Eastern. These figures could set the day’s tone.

Earnings Highlights

  • Google (GOOGL) and Eli Lilly (LLY) excel, while Meta Platforms (META) stumbles.
  • Stocks like FMC Corp (FMC) face significant losses post-earnings announcements.

Top Movers

  • Align Technology (ALGN) surges 15% on impressive results, while FMC Corp (FMC) plummets 30%.

Quick Trade Ideas

Focus on tech and healthcare sectors with relative strength. Use tight stops and be nimble in today’s market conditions.