Simply Wall St
3 min read
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US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors weigh stronger US activity data against interest rate worries. The Chicago Fed National Activity Index sits at -0.04, a broad scorecard suggesting growth in November was close to the economy’s long term trend. At the same time, durable goods orders jumped 5.3% in November, with a very large rise in aircraft bookings and a 0.7% lift in core business equipment orders, hinting companies are still spending. With the 10 year Treasury yield steady around 4.22% ahead of the Fed decision, the big question is whether solid growth plus firm borrowing costs is good news for economically sensitive areas like industrials and small caps, or more of a comfort for steadier sectors such as utilities and large cap technology.
With growth steady and rates firm, now is a smart time to sort for undervalued stocks based on cash flows before the next move.
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Zoom Communications (ZM) jumped 11.28% after Baird highlighted its Anthropic investment as a hidden AI upside.
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Cloudflare (NET) gained 9.17% as Wolfe Research said its network fits Clawdbot scaling needs.
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CoreWeave (CRWV) rose 5.73% after Nvidia invested US$2b and expanded their AI factory partnership.
Is Zoom Communications still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
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Revolution Medicines (RVMD) fell 16.87% after reports Merck is no longer in acquisition talks.
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Rocket Lab (RKLB) declined 9.47% as investors reacted to Neutron rocket test rupture and timing questions.
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AST SpaceMobile (ASTS) slipped 7.74% following recent updates on its upcoming BlueBird 7 launch schedule.
Big single day drops like these can reshape risk and reward, so keep your watchlist focused on the names that matter most to you and where the thesis remains clear.
Read our free valuation report to discover if Rocket Lab is now a bargain or a trap.
Look past the noise – uncover the top narrative that explains what truly matters for Rocket Lab’s long-term success.
Mega cap tech and a heavy run of earnings are set to steer the next few sessions.
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Big Tech Earnings: Microsoft (MSFT) reports Q2 2026 results After-Market on Wednesday, a key check on enterprise software and AI spending.
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Social and Digital Ads: Meta Platforms (META) posts Q4 2025 numbers on Wednesday, giving a fresh read on online advertising demand.
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Autos and EVs: Tesla (TSLA) releases Q4 2025 results After-Market on Wednesday, spotlighting electric vehicle scale and profitability priorities.
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Payment Networks: Visa (V) reports Q1 2026 earnings After-Market on Thursday, tying directly into global consumer and travel transaction trends.
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Industrial Bellwethers: Caterpillar (CAT) and Dow (DOW) report on Thursday, giving a read across heavy machinery demand and chemicals end markets.
