Stock Market Today With IBD Indexes Hold Strong, But Small Caps Lag: Netflix, Amazon, Insulet In Focus
8 snips
Aug 14, 2025 The hosts dive into the recent performance of key stock indexes, emphasizing trends among tech giants like Netflix and Amazon. They discuss small-cap stocks lagging behind and analyze the NASDAQ's reaction to earnings reports and inflation data. Insights on Amazon's potential breakout highlight trading strategies. The innovative Insulet diabetes management system garners attention for its growth prospects. The conversation also covers disappointing earnings from Applied Materials, raising concerns in the chip equipment sector.
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Small Caps Digest Recent Breakout
- The Nasdaq and S&P were flat while the Russell 2000 lagged, showing small-cap weakness despite weekly gains.
- Ken views the Russell's 1.2% decline as orderly after a two-day breakout and digestion of gains.
Growth Stocks Showing Selective Weakness
- Growth stocks have seen selective selling but many top-rated names still hold short-term support.
- Ken notes no widespread sell signals yet, so the uptrend remains intact for growth names overall.
Market Shrugs Off Hotter Inflation Data
- Producer prices came in hotter than expected but markets shrugged it off, mirroring the CPI reaction.
- The market seems to priced for a Fed soft landing and likely September rate cut despite sticky inflation risks.