Stock Market Today With IBD Growth Leaders Sell-Off; Palantir, Insulet, Micron In Focus
Aug 19, 2025
The podcast dives into recent market dynamics, showcasing a sell-off in growth stocks while major indexes like the S&P 500 hold steady. Analysts highlight Micron's robust technical patterns, including a promising cup with handle formation. Investor sentiment is explored, especially concerning volatility and the psychological hurdles of selling during downturns. Strategies for navigating market uncertainties and reactions to earnings reports are discussed, along with insights on resilient sectors amid current challenges.
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Index Performance Masks Growth Weakness
- The NASDAQ fell sharply while the S&P and Dow showed milder moves, masking concentrated weakness in growth names.
- AI euphoria and jitteriness may be causing profit-taking rather than a single clear catalyst.
Market Rotation Hides Underlying Strength
- Rotation is occurring: areas like homebuilders, infrastructure and financials are holding up while concentrated growth names lag.
- Equal-weight and broader ETFs reveal this divergence versus cap-weighted indexes.
Technical Damage In Growth ETFs
- Many growth ETFs and hot-name indexes have broken below short-term trendlines like the 21-day or 50-day moving averages.
- This technical deterioration increases the risk profile for speculative growth positions.