The Morning Dose: Pre-Market Stock Briefing | Podcast Guru

Recent Episodes

Morning Dose #367: AI Trade Re-Pricing: Rotation, Not Ruin – Friday 10/23/2026

Markets sell off sharply on AI-spending fears and semiconductor weakness, but breadth data shows rotation into quality sectors rather than broad liquidation. The desk breaks down the sentiment-versus-fundamentals disconnect and highlights tactical names

6 MIN

Morning Dose #366: Earnings Beats Get Sold, Iran Headlines Spike Oil: A Credibility Test for the Tape – Thursday 10/22/2026

Meta and Tesla both beat earnings but sold off anyway as AI spending concerns and multiple compression weigh on tech, while an Iran strike report sent oil and Treasuries moving in tandem. Breadth quietly improved even as futures cratered, pointing to rot

6 MIN

Morning Dose #365: Breadth Heals, But Meta and Tesla Hold the Verdict – Wednesday 10/21/2026

Futures rally on a SpaceX beat and an Asia chip-stock surge, but breadth remains under the bullish threshold and the Fed’s hawkish path keeps multiples compressed. Yesterday’s quiet headline session hid a strong rotation into small caps and h

5 MIN

Morning Dose #364: Green Close, Red Flags: Why Monday’s Rally Is a Warning – Tuesday 10/20/2026

The S&P closed green Monday but failed to reclaim its 50-day moving average, while oil spiked to $110 on Iran tensions and breadth collapsed underneath the surface. The desk breaks down the Fed, yields, a brutal earnings bar, and the few tradeable s

5 MIN

Morning Dose #363: Thin Breadth, Thick Risk: Oil Spikes While the Market Hides Its Cracks – Tuesday 10/20/2026

The S&P closed higher, but breadth tells a very different story — only 30.67% of stocks hold above their 40-day average as oil spikes to $110 on Iran tensions and the 10-year yield sits above 5%. With earnings punishing even beat-and-raise quarters

5 MIN