Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Thursday, Jun, 25 2026
US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh cooler bond yields against mixed signals on growth and inflation. US Treasury yields have edged lower after progress in US–Iran talks, which matters because cheaper government borrowing can ease pressure on mortgage rates and business loans. At the same time, the S&P Global US Manufacturing PMI at 55.7 and the Composite PMI at 52.2 show factory and private sector activity expanding, even as employment and cost data point to rising input prices. The key question now is whether this mix of firmer growth and stubborn costs pushes the Federal Reserve toward a rate hike that could challenge rate sensitive sectors such as real estate and smaller US Market stocks, while keeping consumer focused and industrial companies in the spotlight.
With Fed policy and bond yields in flux, focus on stocks in the 69 resilient stocks with low risk scores today.
Top Movers
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Natera (NTRA) surged 10.74% after Japan approved Signatera for colorectal cancer and BTIG raised its target.
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Rocket Companies (RKT) gained 9.35%.
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IQVIA Holdings (IQV) climbed 8.37%.
Is IQVIA Holdings still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
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Cerebras Systems (CBRS) declined 19.61% after post IPO enthusiasm cooled, despite recent analyst price target increases.
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Rocket Lab (RKLB) declined 10.21% after recent index inclusion and VICTUS HAZE mission headlines.
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Strategy (MSTR) declined 9.35%.
Look past the noise – uncover the top narrative that explains what truly matters for Rocket Lab’s long-term success.
On The Radar
Earnings from TD SYNNEX, Darden Restaurants and FedEx Freight, plus fresh central bank signals, headline the next few sessions.
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Earnings Focus: TD SYNNEX (SNX) reports Q2 results pre market on Thursday, highlighting IT demand and margin trends.
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Consumer Spending Check: Darden Restaurants (DRI) posts Q4 earnings pre market on Thursday, giving a read on restaurant traffic and pricing.
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Logistics Barometer: FedEx Freight Holding Company (FedEx Freight) reports Q4 results after market Thursday, updating freight volumes and cost discipline.
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Fed Communication: Fed Barkin Speech on Sunday may clarify thinking on policy after recent PMI and yield moves.
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Global Central Banks: RBA Gov Bullock Speech on Sunday could shape views on global inflation trends and rate paths.
