ChartAddicts Morning Briefing

ChartAddicts
May 14
2 min read

Wednesday, May 14, 2025

Markets are rebounding, tech is surging, and traders are watching key Fed speeches today. Here's what you need to know before the bell:

Market Snapshot

S&P 500: +0.7% – Fully erased 2025 losses after Nvidia’s rally
Dow Jones: -0.6% – Pulled down by weak industrial earnings
Nasdaq: +1.5% – Tech sector leads the way

Key Movers:

Nvidia (NVDA): Up sharply, returning to a $3T market cap after a partnership with a Saudi sovereign entity.
Tesla (TSLA): Up 4.9%, extending its rebound.
Apple (AAPL): Up 1.1%, supporting Nasdaq gains.

Federal Reserve Watch

All eyes are on Fed speakers today for signals on rate policy:

Christopher Waller (Fed Governor) spoke early AM on central bank research.
Philip Jefferson (Fed Vice Chair) speaks at 9:10 AM ET.
Mary Daly (San Francisco Fed President) will speak at 5:40 PM ET.

Traders are listening closely for clues on the Fed's stance amid inflation and growth uncertainty.

Earnings on Deck

Before the Bell:

MakeMyTrip (MMYT): Beat expectations with $0.43 EPS.
Dynatrace (DT), Global-E Online (GLBE), Tower Semiconductor (TSEM): Posted mixed results, market reactions expected at open.

After the Bell:

Cisco Systems (CSCO): Key earnings to watch for tech sentiment.
CoreWeave: High expectations after its explosive April rally.
Red Cat Holdings (RCAT): Earnings call at 4:30 PM ET.

Global Highlights

China: Markets rose on bullish sentiment in tech, driven by firms like Contemporary Amperex.
Europe: Stocks steady as dollar weakens; investors react to signs of a U.S.-China tariff truce.

Trending Headlines

Tech Stocks Rally: Nvidia’s surge is lifting the entire sector.
Tariff Truce in Focus: Hints of a thaw in U.S.-China trade tensions are boosting risk appetite.

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⚠️ Risk Reminder: Markets are reacting quickly to macro data and geopolitical headlines. Stay nimble, manage risk, and avoid overexposure ahead of the weekend.