Today: 25 June 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
25 June 2026
96 mins read

US Stock Market Today: Live Updates 25.06.2026


LIVEMarkets rolling coverageStarted: Updated:

Nasdaq Futures Rise as AI Chip Stocks Rally Ahead of PCE Data Release

June 25, 2026, 6:31 AM EDT.Nasdaq 100 futures climbed 2.15% driven by gains in AI chip stocks including Micron Technology, which surged 17% on strong revenue growth and strategic long-term deals. Micron reported a jump to $41.46 billion in revenue and expects $50 billion for Q4, highlighting the value of memory in the AI sector. Qualcomm unveiled a new growth plan targeting $15 billion in data-center revenue by 2029, with major clients Microsoft and Meta Platforms integrating its AI chips. While Dow futures edged up 0.10%, the gap to Nasdaq stands near two percentage points. Investors await May’s Personal Income and Outlays report and Q1 GDP third estimate due at 8:30 a.m. EDT. Market caution remains as concerns over hyperscaler spending and Fed policy weigh on broader indices.

Nasdaq futures edge up as AI chip stocks t…

Uber Shares Jump 6% on Retail Expansion, Earnings Outlook

June 25, 2026, 6:21 AM EDT. Uber Technologies (UBER) shares surged 6% to close at $73.85, driven by higher trading volume and the company’s expansion of retail offerings on its Uber Eats marketplace. The ride-hailing firm is set to report quarterly earnings of $0.84 per share, a 33.3% year-over-year increase, with revenues expected at $14.16 billion, up 11.9%. Despite this, consensus earnings per share estimates have remained steady over the past month, suggesting limited near-term price momentum. Uber holds a Zacks Rank of 3 (Hold). Comparatively, Alphabet (GOOGL) stock fell 0.2% with a similar hold rating. Investors should monitor earnings revisions for further insights into Uber’s stock trajectory.

Strength Seen in Uber (UBER): Can Its 6.0%…

Trump's Role in the Largest Oil Supply Shock and Market Response

June 25, 2026, 6:20 AM EDT. Despite the biggest oil supply shock in history from the Strait of Hormuz closure, oil prices did not reach predicted record highs like $150 or $200 per barrel. The market remained resilient due to record oil inventories, a massive 400-million-barrel release from the International Energy Agency’s strategic reserves, and lifted sanctions on Russian and Iranian oil, which supplemented supply significantly. JPMorgan’s Natasha Kaneva highlighted unexpected supply routes via the Persian Gulf help contain prices. The oil market’s complexity and flexibility, along with capitalism’s adaptive nature, defied many expert forecasts. However, market dynamics remain fluid, and further developments could affect prices.

How Trump caused the biggest oil shock in …

Aramark (ARMK) Technical Breakout Signals Strong Market Momentum

June 25, 2026, 6:19 AM EDT. Aramark (NYSE: ARMK) is exhibiting a robust technical breakout setup with a 9 out of 10 Technical Rating and Setup Quality. The stock is trading near its 52-week high, reflecting a 28.1% gain over the past year. This indicates strong market momentum and high-quality consolidation, suggesting potential continued upward movement in the near term.

Aramark (NYSE:ARMK) Technical Breakout Set…

SoFi Shares Hover Near $18 After Launching AI Investing Platform

June 25, 2026, 6:18 AM EDT. SoFi Technologies’ shares peaked at $18.43 but closed slightly lower at $17.31 amid strong trading volume, following its acquisition of Composer Securities LLC and the rollout of Composer by SoFi, an AI-driven investing platform. The tool enables users to craft automated investing strategies using plain language and access over 2,000 community-built strategies. Despite the AI initiative, Wall Street’s 2026 earnings per share (EPS) estimates remain unchanged at 60 cents, with the stock trading at roughly 29 times projected earnings. SoFi’s core loan business shows robust growth, particularly in personal loans and net interest income. Analyst consensus maintains a Hold rating with median target price at $18, reflecting cautious investor sentiment amid steady earnings guidance.

SoFi pushes at $18 after AI Composer agree…

Micron Shares Surge Pre-Market on $200 Billion AI Memory Contract Boost

June 25, 2026, 6:17 AM EDT. Micron Technology’s stock jumped 16.7% pre-market to $1,224.01, adding nearly $200 billion in market value, driven by AI-related memory deals worth $100 billion in contracted revenue and $22 billion in deposits. The surge reflects investor confidence in multi-year contracts that mitigate the traditional memory cycle risks. Micron’s fiscal Q3 revenue soared to $41.46 billion with non-GAAP earnings of $25.11 per share, led by strong DRAM and NAND pricing. CEO Sanjay Mehrotra highlighted sustained tight supply-demand dynamics through 2027. Analysts remain divided, with some citing underestimated AI expansion and others warning of market tightness risks.

Micron headed for $200 billion jump before…

Tech Firms from Chips to Robots Prepare for IPO Comeback

June 25, 2026, 6:16 AM EDT.Semiconductor and robotics companies are spearheading a fresh wave of initial public offerings (IPOs). This resurgence signals growing investor confidence in tech sectors critical to future innovations. The blend highlights demand for advanced chips powering devices and robotic solutions reshaping industries. Market watchers expect heightened activity as these firms seek public funding to scale operations and capitalize on expanding markets.

From Chips to Robots, These Tech Firms Are…

SpaceX Stock Down 23% Post-IPO High; Historical Trends Suggest Further Decline

June 25, 2026, 6:06 AM EDT. Space Exploration Technologies (SpaceX) shares have dropped 23% from their post-IPO high of $202, hitting $156 as of June 23. The stock soared 50% above its IPO price of $135 initially but now faces a historical trend where large IPOs typically fall significantly within the first year. Data since 2006 shows the 15 largest U.S. IPOs dropped an average 50% at some point post-IPO and closed the first year 33% below their offering price. Analysts set a median target price of $238.50, implying upside, yet history suggests SpaceX could fall to $67.50 before potentially recovering. Investors are cautioned as large IPOs often underperform the S&P 500 index over time, highlighting the need for prudence despite early enthusiasm.

SpaceX Stock Is Down 23% From Its Post-IPO…

JPMorgan Chase & Co Discloses Increased Stake in Senior PLC

June 25, 2026, 6:05 AM EDT.JPMorgan Chase & Co has reported a significant change in its voting rights in Senior PLC, a UK-based manufacturer. As of June 22, 2026, the financial services giant holds a combined total of 16.76% voting rights, combining direct holdings of 0.785% and financial instruments covering 15.975%. This marks an increase from its previous total of 6.547%. The change was notified to Senior PLC on June 24, 2026. The increase reflects JPMorgan’s active strategy in managing its stake via cash-settled equity swaps maturing through 2028. This regulatory filing underlines JPMorgan’s growing influence in Senior PLC’s shareholder base.

REG – Senior PLC JPMorgan Chase & Co

Dialight PLC Insider Share Purchase by CFO's Spouse

June 25, 2026, 6:04 AM EDT. Dialight PLC (LSE: DIA.L), a leader in sustainable LED lighting, announced insider dealings on June 25, 2026. Heather Fryer, spouse of CFO Mark Fryer, purchased 5,573 ordinary shares at 357 pence each on June 24, representing 0.01% of the company’s issued share capital. The acquisition was reported under EU Market Abuse Regulation, reflecting transparency in director-related transactions. Dialight specializes in energy-efficient industrial LED solutions, aiming to reduce consumption and maintenance costs globally. The transaction took place on the London Stock Exchange.

REG – Dialight PLC

Stocks to Watch: Micron Technology, Wendy’s, Sandisk Reports

June 25, 2026, 6:03 AM EDT.Micron Technology (MU) reported a fourfold increase in second-quarter revenue, driven by strong demand amid a persisting global chip shortage. The memory-chip maker warned that the supply crunch is expected to continue beyond current forecasts, impacting the semiconductor sector. Investors are watching closely for updates from Wendy’s and SanDisk, with analysts looking for clues on market trends and supply chain dynamics in these industries.

Stocks to Watch: Micron, Wendy’s, Sandisk

JPMorgan Flags Caution Among Retail Investors on Options and Margins, Risks for Tech Sector

June 25, 2026, 6:02 AM EDT. JPMorgan research highlights a shift as retail investors grow more cautious in using leverage through options and margin trading following the recent market rally. This reduction in risk appetite could pose challenges for the tech sector, where retail investors are heavily concentrated. JPMorgan warns that such a pullback in leveraged retail trading may lead to increased volatility and slower gains in technology stocks.

Retail investors have suddenly got more ca…

Wall Street Strategists Align on S&P 500 8,000 Year-End Target

June 25, 2026, 6:01 AM EDT. Wall Street strategists are converging on a single target for the S&P 500 index, setting a year-end goal at 8,000 points. This consensus highlights the enduring influence of round numbers in market predictions. At least four analysts have adopted this target, underscoring a shared outlook despite varying market conditions. The round number serves as a psychological milestone for investors and traders, impacting market sentiment and investment decisions on both Wall Street and Main Street.

Wall Street is coalescing on a single S&P …

American Airlines shares surge 8% on better-than-expected fuel costs

June 25, 2026, 6:00 AM EDT. American Airlines Group (AAL) shares rose 8.05% to $17.44, near their 52-week high, due to lower-than-expected jet fuel costs easing operating expenses. The company’s first-quarter average fuel price was $2.75 per gallon, below its $4 per gallon guidance, cutting pretax fuel costs by roughly $1.25 billion compared to estimates. With fuel accounting for 21% of operating costs, each 10-cent change affects pretax costs by $107 million. Wall Street’s average 12-month price target is $15.90, but shares trade about 10% above. The S&P 500 Passenger Airlines index hit a record high, driven partly by falling oil prices, with Brent crude near $72.68 a barrel. CEO Robert Isom highlighted growing demand and record revenue, despite prior warnings of flat earnings due to fuel costs.

American Airlines Group (AAL) clears Wall …

Zacks Adds Three Stocks to Strong Sell List as Earnings Estimates Fall

June 25, 2026, 5:52 AM EDT. Zacks Investment Research has added ARMOUR Residential REIT (ARR), Adient (ADNT), and Americas Gold and Silver (USAS) to its Rank #5 (Strong Sell) list on June 25. Each stock’s earnings estimates have faced sharp downward revisions over the past 60 days: ARR by 14.8%, ADNT by 11.9%, and USAS by 57.1%. ARMOUR focuses on U.S. government-backed residential mortgage securities. Adient supplies automotive seating globally. Americas Gold and Silver operates in precious metals mining. Zacks highlights demand growth in clean hydrogen energy but flags these stocks amid weakened earnings forecasts.

New Strong Sell Stocks for June 25th

Maverick Minerals Australia Lists 211.7 Million Shares at 1.2 Cents Post-April Placement

June 25, 2026, 5:51 AM EDT.Maverick Minerals Australia Ltd (ASX: M96) has applied to list 211.7 million new shares at 12 Australian cents each following a placement announced in April 2026. The shares were issued for cash, pushing the total quoted ordinary shares to approximately 1.8 billion. This listing marks a key step in the capital raising process ahead of an underlying acquisition. Additional securities, including manager shares and options with exercise prices between 0.2 and 0.4 cents, remain outstanding. Investors are advised to monitor the upcoming Appendix 3G options announcement and acquisition progress. This development expands Maverick’s capital base, providing liquidity as the junior minerals explorer advances its strategic growth plans.

Maverick Minerals Australia Quotes 211.7 M…

Savills (LSE:SVS) Stock Maintains £12.47 Fair Value Amid Mixed Analyst Sentiment

June 25, 2026, 5:50 AM EDT. Savills’ stock fair value target remains steady at £12.47, despite a shift to more constructive analyst commentary. BNP Paribas initiated coverage with a positive outlook aligning with this valuation. UBS upgraded its stance on Savills, highlighting earnings resilience and business execution without adjusting the price target. However, cautious views persist, emphasizing execution risks and the need for stronger growth evidence before enhancing earnings or valuation multiples. Revenue growth forecasts hold at approximately 9.21%, with a net profit margin near 5.44%. The price-to-earnings (P/E) ratio is marginally adjusted to 13.48x, while the discount rate increased slightly to 10.23%. This reflects a cautious but improving market narrative around the property services firm.

Savills (LSE:SVS) Stock Sees Split Analyst…

3 Australian Gold Stocks to Watch Amid Rajesh Exports Accounting Concerns

June 25, 2026, 5:48 AM EDT.Rajesh Exports faces scrutiny over accounting and governance practices, prompting investors to consider alternative Australian gold stocks. Gold Road Resources (ASX:GOR) offers transparent reporting with A$665.4 million revenue, a market cap of A$3.8 billion, and solid profit margins around 31%. However, it depends on external borrowing and shows moderate return on equity, warranting close monitoring of capital allocation. Kingsgate Consolidated (ASX:KCN) operates the Chatree Gold Mine in Thailand with A$483.9 million revenue and a market cap of A$1.5 billion, providing exposure to physical gold production. These stocks present potentially safer bets with clearer operational footprints compared to Rajesh Exports amid ongoing concerns about inflated sales and inventory reporting.

3 Australian Gold Stocks Investors May Pre…

London Stocks Rise on Financials, Retail Strength; EasyJet Buyout Interest Sparks

June 25, 2026, 5:47 AM EDT. London’s FTSE indexes ticked up Thursday, driven by gains in financial and retail sectors following strong business updates. Investor focus sharpened after airline EasyJet said it remains open to a buyout by Castlelake, a private equity firm. The cautious optimism indicates selective sector strength amid broader market steadiness.

London stocks gain on financials, retail b…

Alibaba Shares Plunge HK$88 Billion on AI Security Dispute with Anthropic

June 25, 2026, 5:46 AM EDT. Alibaba Group’s stock fell 4.43% to HK$95.00 in Hong Kong, wiping out HK$88 billion in market value after Anthropic accused Alibaba’s Qwen AI lab of conducting a large-scale illicit data extraction from its Claude AI system. Trading volumes surged 51% amid these allegations. Anthropic claimed Alibaba-linked groups used around 25,000 fake accounts generating 28.8 million interactions, a figure 1.8 times higher than previous cases involving Chinese AI labs. Alibaba, which sees AI and cloud services as key revenue drivers, reported 30% of its external revenue from AI-related products last quarter. The controversy raises concerns over AI security and U.S.-China technology tensions.

Alibaba sheds HK$88 billion after dispute …

SpaceX Launches 24 Starlink V2 Mini Satellites, Vandenberg Outpaces Cape Canaveral in 2026 Launches

June 25, 2026, 5:45 AM EDT. SpaceX launched 24 new Starlink V2 Mini satellites from Vandenberg Space Force Base using a Falcon 9 booster on its 25th flight, marking the 59th Starlink mission out of 74 Falcon 9 launches this year. Vandenberg has hosted seven of eight planned SpaceX launches in June, set to surpass Cape Canaveral with 40 launches in H1 2026 against 37. The Starlink constellation now nearly totals 10,700 satellites. SpaceX shares rose slightly pre-market to $156.08, with short interest climbing rapidly to 13% of free float. The company, with $18.67 billion in sales in 2025 largely from Starlink, is focusing on debt over equity to fund Starship and AI projects, aiming to avoid shareholder dilution.

SpaceX Starlink launch times Vandenberg pa…

Nvidia Supplier Beats Earnings, Boosting Confidence in AI Sector

June 25, 2026, 5:31 AM EDT. A key supplier to Nvidia, pivotal in the artificial intelligence (AI) industry, reported better-than-expected earnings, easing concerns about demand within the tech sector. The strong financial results from this ‘picks-and-shovels’ provider, which supports AI infrastructure rather than AI applications directly, have revitalized investor confidence in the broader AI trade. The earnings beat signals robust underlying demand for AI components, countering fears of an AI bubble and reinforcing the sector’s growth potential.

Forget the AI Bubble: This Crucial Nvidia …

Google Faces Talent Exodus in AI Sector Due to Growing Competition

June 25, 2026, 5:30 AM EDT. Google is experiencing a significant loss of top artificial intelligence (AI) talent as competitive pressures intensify in the tech sector. Industry insiders attribute this trend to rivals offering more attractive opportunities and a faster pace of innovation. This shift poses challenges for Google in maintaining its lead in AI development. The departure of key AI experts could affect Google’s future product advancements and market positioning amid a rapidly evolving field.

There's a big reason why Google is suddenl…

U.S. Mortgage Refinance Applications Rise as Homebuyer Demand Remains Weak

June 25, 2026, 5:15 AM EDT. U.S. mortgage refinancing applications rose 3% last week, driving an overall 1% increase in total mortgage applications despite a 10% drop in unadjusted purchase activity. The 30-year fixed mortgage rate edged down slightly to 6.59%, encouraging refinancings but failing to boost homebuying. New home sales fell 7.3% in May amid rising inventories, now equivalent to 10.3 months of supply, pressuring major builders like D.R. Horton and Lennar. Freddie Mac reported a 30-year fixed rate averaging 6.47%, lower than a year ago. Analysts highlight hesitant buyer demand due to geopolitics and Fed monetary policy, which maintains near-term rate rigidity. Refinancings remain a key volume driver for mortgage lenders such as Rocket Companies amid sluggish purchase demand.

Mortgage refi applications jump even as U.…

SK hynix ADR Issuance Narrows Valuation Gap with Micron and TSMC

June 25, 2026, 5:14 AM EDT.SK hynix shares surged 13.06% after announcing a 17.79 million-share American Depositary Receipt (ADR) offering on Nasdaq to raise up to 45.45 trillion won ($29.4 billion). The capital raise will cover about 81% of SK hynix’s planned 55.92 trillion won capital expenditure, primarily for AI memory projects and advanced semiconductor fabs. The ADR pricing benefits from Seoul’s closing price jump, boosting the block’s implied value to 51.9 trillion won. Market watchers see the Nasdaq listing as a way for SK hynix to narrow its valuation discount relative to U.S. peer Micron and Taiwan Semiconductor Manufacturing Co, with potential rerating driven by increased liquidity and fungibility between ADRs and ordinary shares.

SK hynix (KRX:000660) ADR math puts Micron…

Fomo Raises $75 Million at $550 Million Valuation for Crypto Trading App

June 25, 2026, 5:13 AM EDT. Fomo secured $75 million in Series B funding, valuing the crypto trading app at $550 million. This reflects about $880 per user based on 625,000 users and over $4 billion in cumulative trading volume. The funding round, led by Index Ventures with Union Square Ventures and Benchmark participating, signals strong investor interest despite Fomo’s smaller scale compared to public peers Coinbase and Robinhood. New users make average first-time crypto purchases of $368 via Apple Pay. Fomo aims to simplify self-custody and cross-chain trading by making it more consumer-friendly. Though revenue details remain undisclosed, the app’s rapid user growth and engagement metrics highlight its potential in the evolving crypto retail landscape.

Fomo lands $75 million, hitting $880 per u…

AEGON Asset Management UK Reduces NVIDIA Holdings by 5.8% in Q1

June 25, 2026, 5:05 AM EDT. AEGON Asset Management UK Plc sold 176,898 shares of NVIDIA Corporation in the first quarter, decreasing its stake by 5.8% to 2.89 million shares. NVIDIA remains AEGON’s largest holding, representing 6.7% of its portfolio valued at $504 million. Other institutional investors increased their NVIDIA positions, with Brighton Jones, Bank Pictet & Cie Europe, Highview Capital, Hudson Value Partners, and Wealth Group all buying additional shares. NVIDIA’s stock opened at $198.32 with a market capitalization of $4.8 trillion. The company’s recent earnings exceeded analyst expectations, posting $1.87 earnings per share versus a forecast of $1.76, driven by $81.61 billion in revenue. Institutional investors hold 65.27% of NVIDIA’s shares, underscoring its strong market interest.

AEGON ASSET MANAGEMENT UK Plc Sells 176,89…

Great Southern Copper Issues Shares for Artemisa Project, Gains London Market Trading

June 25, 2026, 5:04 AM EDT. Great Southern Copper PLC, a UK-listed firm focused on copper-gold-silver exploration in Chile, issued 868,436 new shares at £0.0262 each as part payment for the Artemisa project. These shares are set to be admitted to trading on the London Stock Exchange Main Market by 2 July 2026. After the issuance, the company’s total shares and voting rights increase to 770,953,490. The move supports their expansion in Chile’s prolific mining sector, where the company holds options on the Especularita project, a region notable for significant copper and gold deposits. Investors should note this share count for regulatory disclosure obligations under the UK’s Financial Conduct Authority rules.

REG – Great Southrn.Copper

KOSPI Rises on SK Hynix Surge Ahead of Nasdaq Listing

June 25, 2026, 5:03 AM EDT. The South Korean KOSPI index rebounded, driven by a 13% jump in SK Hynix shares. The chipmaker’s stock gained momentum after announcing plans to list on the Nasdaq, combined with positive earnings from U.S. rival Micron. The Nasdaq listing is expected to enhance SK Hynix’s visibility and attract U.S. investors. This dual boost underscores growing investor confidence in the semiconductor sector amid global tech demand.

KOSPI Rebounds as SK Hynix Stock Gets a Hu…

Q1 Earnings Review: AT&T vs. Consumer Discretionary Wireless, Cable & Satellite Stocks

June 25, 2026, 5:02 AM EDT. In Q1, AT&T (NYSE:T) posted revenue of $31.51 billion, a 2.9% increase, slightly beating estimates by 0.9%, but the stock fell 13.7%. The consumer discretionary sector, encompassing wireless, cable and satellite companies, faced mixed results as a group with revenues meeting consensus but shares down 16.9% on average post-earnings. Despite sector tailwinds like growing bandwidth demand and bundling opportunities, headwinds include cord-cutting, hefty network upgrade costs, and regulatory challenges. Comcast (NASDAQ:CMCSA) emerged as the best performer in this cluster. Overall, sector volatility reflects ongoing structural challenges amid evolving consumer behaviors, keeping investor sentiment cautious.

Q1 Rundown: AT&T (NYSE:T) Vs Other Consume…

ASX300 Market Movers: Top Winners and Losers on June 25, 2026

June 25, 2026, 5:01 AM EDT. On June 25, 2026, the ASX300 saw significant volatility with Lendlease Group (LLC) leading gains, up 8.93%, and Judo Capital Holdings Limited (JDO) plunging 40.39%. Other notable winners included Guzman Y Gomez (GYG) up 8.89% and Virgin Australia Holdings (VGN) rising 7.80%. On the downside, Jumbo Interactive (JIN) dropped 17.26%, and Predictive Discovery (PDI) fell 13.25%. The rankings exclude low liquidity stocks, providing a snapshot of highly traded volatile stocks. Investors should seek further analysis before making decisions, as this data is informational and not investment advice.

ASX Winners And Losers Of Today – 25-06-26

Oil Surplus Emerges as Tanker Traffic Recovers at Strait of Hormuz, Airlines Rally

June 25, 2026, 5:00 AM EDT. A surge in oil tanker flows through the Strait of Hormuz, a crucial chokepoint for nearly 20 million barrels per day of crude and products, has pushed Brent crude prices toward a prompt oversupply, signaling a temporary glut. Around 72 ships carrying 20 million barrels passed in 24 hours, nearing pre-conflict levels, although total ship traffic remains low amid ongoing navigation challenges. Limited tanker supply keeps shipping rates elevated, with VLCC (Very Large Crude Carrier) earnings jumping to nearly $470,000 daily. The reopening has sparked a 3% rally in U.S. airline stocks, led by American Airlines’ 7% gain, reflecting investor optimism over energy and transportation sectors after months of disruption.

Tanker spike at Hormuz tips oil toward sur…

China's IPO Surge Driven by Self-Reliance Boosts Market and Creates New Billionaire

June 25, 2026, 4:59 AM EDT. China’s push for self-reliance has triggered a 1,200% surge in initial public offerings (IPOs), significantly expanding market activity. This growth reflects Beijing’s strategy to reduce dependence on foreign technology and enhance domestic innovation. The boom in IPOs has also minted a new billionaire, underscoring the lucrative opportunities arising from state-backed economic policies. The surge impacts multiple sectors, particularly technology and manufacturing, and signals robust investor confidence in China’s market reforms and emerging industries.

China’s Self-Reliance Drive Powers 1,200% …

UK Car Insurance Prices Rise, Fueling Investor Concerns Over Margins

June 25, 2026, 4:58 AM EDT.UK car insurance premiums edged up 1% to £719 in Q1 2026, ending a two-year decline, data from Confused.com and Willis Towers Watson showed. Northern Ireland saw the sharpest regional rise, with premiums jumping 8% to £1,020. Despite the nominal price increase, premiums remain 5% below last year, while claims and repair costs surge, pressuring insurer margins. The Association of British Insurers reported a 3% quarterly rise in payouts, with vehicle repair costs hitting £1.9 billion and average damage claims rising 8%. Increased claims costs, including theft and fire, challenge profits at insurers like Admiral, Aviva, and Sabre. Investors are closely watching how firms manage rate adjustments amid rising claims inflation and regional cost disparities.

UK car insurance spike shifts focus to ins…

US Stock Futures Rise as Treasury Yields Drop Amid US-Iran Talks and PMI Data

June 25, 2026, 4:44 AM EDT.US stock futures edged higher with E-mini S&P 500 contracts up about 0.1%, supported by lower Treasury yields following progress in US-Iran nuclear talks. The cooling bond yields ease pressure on borrowing costs amid mixed economic signals. S&P Global Manufacturing PMI at 55.7 and Composite PMI at 52.2 indicate continued expansion in factory and private sectors despite rising input costs. Market watchers eye whether this growth-cost mix prompts the Federal Reserve to hike interest rates, potentially impacting rate-sensitive sectors like real estate and small caps. Key earnings due from TD SYNNEX, Darden Restaurants, and FedEx Freight, alongside Fed and global central bank speeches, will further guide investor sentiment this week.

US Stock Market Today S&P 500 Futures Edge…

US Stock Futures Rise as Investors Watch PCE Inflation and Fed Policy

June 25, 2026, 4:43 AM EDT.US stock futures edged higher with E-mini S&P 500 up 0.1% and Nasdaq-100 futures gaining 0.5%, driven by solid manufacturing PMI readings and progress in US-Iran talks easing oil prices. The market’s focus remains on Personal Consumption Expenditures (PCE) inflation data and Federal Reserve rate outlook, impacting sectors sensitive to interest rates like banks, tech, and real estate. Key earnings reports from TD SYNNEX, Darden Restaurants, and FedEx will provide further insight. Investors are advised to prioritize stocks with strong fundamentals and low risk amid continued uncertainty over monetary policy. Fed commentary, including a speech from Fed’s Barkin, is expected to clarify policy direction.

US Stock Market Today: S&P 500 Futures Edg…

FTSE Russell Semi-Annual Rebalancing to Drive High Market Volume on Friday

June 25, 2026, 4:42 AM EDT. FTSE Russell is conducting its semi-annual rebalancing, known as its reconstitution, on Friday. This event, akin to a roster-cut day on Wall Street, is expected to generate one of the highest trading volumes of the year. Analysts warn the scale of changes to index compositions could significantly influence market movements as institutional investors adjust portfolios to align with the updated benchmarks.

The Wall Street equivalent of roster-cut d…

Bloom Energy Powers AI Data Centers Amid Surging Demand

June 25, 2026, 4:28 AM EDT. Bloom Energy (BE) is emerging as a key player in solving power constraints for AI data centers by delivering on-site electricity, bypassing slow grid upgrades. The company, which quadrupled its shares in six months, benefits from 61% of data center developers planning to bring their own power if local grids fail to meet demand. This approach, known as behind-the-meter (BTM) power generation, offers flexibility and could bolster future energy grids. Despite a strong 1,327.4% gain over the past year, Bloom’s shares trade at high valuations-around 30 times sales and 230 times forward earnings-prompting caution among some investors. Yet, the sector’s urgency and Bloom’s unique positioning keep it in focus as a critical non-tech play in the AI-driven energy landscape.

This Energy Stock Is Helping Solve AI's Bi…

Hochschild and Fresnillo Lead FTSE Declines Amid Gold Price Drop

June 25, 2026, 4:27 AM EDT. Miners Hochschild and Fresnillo led losses in London’s mining sector as gold prices fell below $4,000 an ounce for the first time since November. Gold dropped 0.6% to $3,975, while silver declined 1.2%. The pullback in precious metals prices pressured miners like Endeavour Mining and Pan African Resources, with shares falling between 1.3% and 1.8%. Diversified miners showed mixed performance, supported by copper prices rising 0.6%. A stronger US dollar, reaching a one-year high, and expectations of sustained higher interest rates raised the opportunity cost of holding non-yielding assets like gold. Analysts noted the gold price is stabilizing amid reduced geopolitical risks and emphasized that the current correction follows the sharp rally seen since 2024, signaling potential further downside for bullion as the dollar strengthens.

Miners Hochschild and Fresnillo lead FTSE …

DAIHEN Plans Restricted Stock Awards Using Treasury Shares to Align Management Interests

June 25, 2026, 4:19 AM EDT.DAIHEN Co Ltd (TSE:6622) plans to allocate treasury shares as restricted stock compensation to executives and key personnel, avoiding issuance of new shares. The company’s share price surged 72.8% year-to-date and is trading at ¥18,420, slightly below analyst targets but with strong recent momentum up 9.4% over 30 days. This move may realign management incentives with shareholder value but introduces risks related to share price volatility impacting executive pay. Investors should monitor allocation volume, vesting conditions, and insider ownership changes. The use of treasury shares rather than new stock issuance could influence governance and ownership structure over time.

DAIHEN (TSE:6622) Plans Restricted Stock A…

UK Leadership Faces Bond Market Influence Amid Debt Concerns

June 25, 2026, 4:18 AM EDT. Britain’s next prime minister must navigate the dual pressures of voters and the bond market, which influences government borrowing costs. Andy Burnham’s initial dismissal of bond investors’ impact on fiscal decisions has softened as he acknowledged the reality of managing the UK’s £3 trillion debt. Bond markets punish perceived fiscal irresponsibility by selling government bonds, causing yields and borrowing costs to rise. Economists warn that ignoring bond market reactions is unrealistic for a country with heavy debt. The dynamic underscores the challenge for UK leaders balancing public policy ambitions with financial market demands.

Who gets the final say in Britain? Voters …

Retail Investors Focus on Founder-Led Stocks Amid Market Uncertainty

June 25, 2026, 4:17 AM EDT. Retail investors are increasingly tracking founder-led stocks as global growth slows and inflation trends remain mixed. These companies, led by their original founders, offer leadership stability amid uncertain economic conditions. Notable examples include Butterfly Network (BFLY), a U.S.-based medical device company innovating portable ultrasound technology, despite its current losses and stock volatility. It boasts a strong balance sheet and expanding AI medical applications. Another is JD.com (JD), a major Chinese e-commerce and logistics provider generating CN¥1.32 trillion in revenue, highlighting its vast operations and market presence. Investors attracted to these stocks value founder-driven vision and long-term commitment amid selective capital flows and divergent interest rate paths globally.

Why Retail Investors Are Tracking These Fo…

Nasdaq Futures Rally 2% on Strong AI Demand Signals from Micron and Qualcomm

June 25, 2026, 4:16 AM EDT. Nasdaq futures surged 2% on Thursday following positive earnings forecasts from chipmakers Micron and Qualcomm. Both companies highlighted robust demand for artificial intelligence (AI) infrastructure, boosting investor confidence in technology stocks. The upbeat guidance reflects growing market optimism about the semiconductor sector’s role in AI advancements, driving a broader tech sector rally.

Nasdaq futures jump 2% as Micron, Qualcomm…

SK Hynix Shares Jump 11% on Nasdaq Listing Plan and AI Chip Market Boost

June 25, 2026, 4:15 AM EDT. Shares of SK Hynix, the South Korean semiconductor giant, surged more than 11% after filing to raise $29.4 billion through a Nasdaq listing aimed at expanding its investor base in the U.S. market. The move follows strong quarterly results from U.S. rival Micron, which saw AI memory chip demand multiply, signaling continued supply constraints and robust market potential. SK Hynix plans to issue 17.79 million American Depositary Receipts (ADRs) with trading expected to start July 10, pending changes. The chipmaker is expanding production domestically and in the U.S. to meet AI-related memory chip demand. This listing aligns SK Hynix more directly with global investors, narrowing valuation gaps with peers, while its shares have surged over 300% year-to-date amid sustained bullish outlooks on AI chip markets.

SK Hynix surges 11% after filing for block…

Neo Energy Metals Changes Registered Office Address Amid South Africa Uranium-Gold Project Development

June 25, 2026, 4:14 AM EDT. Neo Energy Metals plc (LSE: NEO; A2X: NEO), a uranium and gold development company focused on South Africa, announced an immediate change to its registered office address in London. The company holds two key uranium projects: the New Beisa Node in Free State Goldfields with 31.5 million pounds of uranium and 1.2 million ounces of gold combined resources, and the Henkries Node in Northern Cape with 4.7 million pounds of uranium. New Beisa benefits from existing infrastructure and targets initial annual production of 810,000 pounds of uranium and 52,000 ounces of gold starting December 2027. Henkries features near-surface deposits and proven acid leach processing. Neo Energy aims for a Johannesburg Stock Exchange listing in 2026.

REG – Neo Energy Metals – Change of Regist…

Sensex surges 600+ points on easing crude prices and strong Asian markets

June 25, 2026, 4:13 AM EDT. The Sensex jumped over 600 points to 77,593.82 as the Nifty approached 24,200, driven by falling crude oil prices, gains in banking and automobile stocks, and a rebound in Asian markets. Brent crude dropped 1.76% to $72.44 a barrel, easing inflation and import bill concerns for oil-importing India. Positive quarterly results from tech companies like Micron buoyed Asia, with South Korea’s KOSPI surging 6%. Leading sectors included Nifty Auto (up 2.92%) and financials, with notable rises in Maruti Suzuki, Mahindra & Mahindra, ICICI Bank, and others. Market optimism is underpinned by reduced macroeconomic risks and improved growth outlook following US-Iran peace progress.

Sensex jumps over 600 points: Why are stoc…

US Stock Market Today: Barclays Completes Buyback, SK Hynix Nasdaq Listing, Avience Biomedicals Soars

June 25, 2026, 4:12 AM EDT.Barclays PLC completed a £500 million share buyback, cancelling 110 million shares to boost earnings per share. SK Hynix targets $29 billion via Nasdaq depositary receipts sale to fund expansion in the artificial intelligence chip market. Avience Biomedicals shares surged 90% on NSE Emerge debut, hitting the upper circuit limit amid strong IPO demand. Emkay Global’s Seshadri Sen forecasts a 20% rally in India’s Nifty index, expecting it to reach 29,000 by March 2027 due to lower oil prices, a stronger rupee, and better earnings growth. Meanwhile, Alibaba Group shares dropped 7.1% following a Pentagon lawsuit and challenges in AI sector developments.

US Stock Market Today: Live Updates 25.06.…

Nifty Could Reach 29,000 by March 2027, Emkay's Seshadri Sen Says

June 25, 2026, 4:10 AM EDT. Emkay Global’s Head of Research, Seshadri Sen, forecasts the Nifty may hit 29,000 by March 2027, driven by falling oil prices, a stronger rupee, and improving earnings growth. Sen highlights resilient domestic flows as key to a potential 20% rally in Indian equities. He discusses preferred sectors and outlines key risks and investment themes over the next two years, suggesting a cautiously optimistic outlook for the market.

Nifty at 29,000 by March 2027? Emkay's Ses…

Barclays Completes £500 Million Share Buyback Program

June 25, 2026, 4:09 AM EDT. Barclays PLC has completed its share buy-back program announced in April 2026, repurchasing and cancelling 110.06 million ordinary shares. The buy-back amounted to approximately £500 million at a volume-weighted average price of 454.3 pence per share. Following cancellation, Barclays’ issued share capital stands at 13.51 billion ordinary shares. The buy-back reduces share count, potentially increasing earnings per share for shareholders. Details of share purchases are available under the EU Market Abuse Regulation. Barclays stated there are no shares held in Treasury. This transaction reflects Barclays’ strategy to manage capital and return value to shareholders.

REG – Barclays PLC – Completion of Buy-bac…

SK Hynix Targets $29 Billion via Nasdaq Listing to Fuel AI Expansion

June 25, 2026, 4:08 AM EDT.SK Hynix Inc. aims to raise approximately $29.4 billion by selling depositary receipts on the Nasdaq exchange. The South Korean semiconductor maker seeks funding to support growth in the artificial intelligence (AI) sector, where demand for advanced memory chips is surging. Depositary receipts allow foreign companies to list shares in U.S. markets, broadening investor access. This move signals SK Hynix’s strategic push to capitalize on the expanding AI market and intensify its presence in the global chip industry.

SK Hynix Seeks $29 Billion With New US Lis…

Avience Biomedicals Shares Surge 90% on NSE Emerge Listing, Hit Upper Circuit

June 25, 2026, 4:07 AM EDT. Avience Biomedicals shares surged 90% above their IPO price on listing at Rs 395.20 on the NSE Emerge platform. The stock hit the upper circuit limit of Rs 414.95, reflecting strong investor demand. The diagnostics solutions provider raised Rs 30.2 crore through its IPO, which was subscribed 365 times. Proceeds will fund a new manufacturing unit in Uttar Pradesh, working capital, and corporate needs. The company serves pathology labs, hospitals, and research centers, operating from Gautam Buddha Nagar. The IPO included Rs 8.52 crore from anchor investors at Rs 208 per share. The upper circuit is a trading limit that halts price rise temporarily after a sharp gain.

Avience Biomedicals shares hit upper circu…

Alibaba Group Falls 7.1% After Pentagon Lawsuit and AI Misuse Allegations

June 25, 2026, 4:06 AM EDT. Alibaba Group Holding (BABA) shares dropped 7.1% following a lawsuit against the U.S. Department of Defense challenging its classification as a Chinese military-linked firm, coupled with Anthropic’s allegations that Alibaba’s Qwen AI lab misused Claude AI models through fake accounts. These developments raise regulatory and reputational risks amid Alibaba’s ongoing investments in cloud computing and artificial intelligence (AI), key drivers for its future growth. Despite intensified U.S. scrutiny, the company’s core narrative remains tied to its AI and cloud expansion, including the formation of its ATH Business Group consolidating AI units. However, substantial capital expenditures on AI and cloud could pressure free cash flow. Analysts hold mixed views, with fair value estimates suggesting a possible 92% upside, though risks may prompt more cautious outlooks.

Alibaba Group Holding (BABA) Is Down 7.1% …

SK Hynix ADR Poised for 30% Gain as Gap with Micron Narrows

June 25, 2026, 4:05 AM EDT. SK Hynix American Depositary Receipts (ADRs) are projected to surge about 30%, narrowing the valuation gap with U.S. rival Micron Technology. Analysts cite improving memory market conditions and enhanced cost controls at SK Hynix as catalysts. The tightening spread signals renewed investor interest in South Korea’s second-largest semiconductor maker amid recovering demand for memory chips. This outlook aligns with a broader chip sector recovery, following recent supply chain adjustments and strong end-market demand.

SK Hynix ADR Seen Driving 30% Upside as Mi…

London Stock Exchange Admits New Securities to AIM on June 25, 2026

June 25, 2026, 4:04 AM EDT. The London Stock Exchange has admitted new securities to its AIM market, including 226 million ordinary shares of Bezant Resources PLC, 7.54 million ordinary shares of Jubilee Metals Group PLC, and 25,000 ordinary shares of MTI Wireless Edge Ltd. AIM is a sub-market of the LSE for smaller, growing companies. The shares are fully paid and detailed with their respective ISIN codes. Market participants can contact Market Operations for inquiries. This listing highlights ongoing activity on the LSE’s growth-focused AIM platform.

REG – AIM – AIM Notice

Stock Market Today: Dow, S&P 500, Nasdaq Rise on Micron Earnings; PCE Data Awaited

June 25, 2026, 4:02 AM EDT. U.S. stock futures pointed higher on Thursday following Micron Technology’s blowout fiscal third-quarter earnings report. The chipmaker’s robust performance lifted optimism across the tech sector, with the Dow, S&P 500, and Nasdaq set for gains at the open. Investors are closely watching pending Personal Consumption Expenditures (PCE) data, a key inflation gauge that may influence Federal Reserve policy. Market participants remain cautious ahead of the report, balancing positive corporate earnings with macroeconomic concerns.

Stock Market Today: Dow, S&P 500 and Nasda…

WisdomTree Issuer ICAV Declares Q2 2026 Dividends for Multiple ETFs

June 25, 2026, 4:00 AM EDT. WisdomTree Issuer ICAV announced dividend payments for the quarter ending June 2026 across multiple Exchange-Traded Funds (ETFs). Key dividends include WisdomTree Emerging Markets Equity Income UCITS ETF with $0.2066 per share, and WisdomTree Europe Equity UCITS ETF – USD Hedged at $0.5797 per share. Payment dates are set for July 17, 2026, with ex-dates starting July 2. Payments cover various currencies and share classes, including USD, EUR, and GBP, reflecting conversions at the World Market Rate (WMR) 4pm rate. This distribution highlights the income focus of WisdomTree’s diverse ETF offerings.

REG – WT Issuer ICAV

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

Stock Market Updates

InterContinental Hotels Group buyback speeds up share-count cut

InterContinental Hotels Group buyback speeds up share-count cut

25 June 2026
InterContinental Hotels Group cut its share count below 149.2 million after buying back and planning to cancel 20,000 shares at an average $172.58 on June 24, up 1.6% from the prior day’s buyback price; this ongoing buyback program, now 25% complete, is set to return over $1.2 billion to shareholders in 2026, equal to 5.8% of IHG’s market value at the year’s start.
Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq futures edge up as AI chip stocks try to recover ahead of PCE data

25 June 2026
Micron Technology soared 17% premarket after reporting June 24 revenue of $41.46 billion, up from $9.30 billion a year earlier, and announcing $22 billion in five-year take-or-pay customer commitments, signaling unprecedented demand for AI memory chips and driving Nasdaq 100 futures up 2.15%.
Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

25 June 2026
Micron soared 16.7% premarket to $1,224.01 after locking in $100 billion of minimum-price customer contracts and $22 billion in projected deposits, signaling investors are valuing its multi-year supply deals and price floors over spot-market risks as DRAM and NAND prices surged, with management forecasting tight supply “beyond 2027” and fourth-quarter revenue guidance at $50 billion.
SoFi Stock Slips Before The Open As Stablecoin News Meets A Weak Nasdaq Tape

SoFi pushes at $18 after AI Composer agreement

25 June 2026
SoFi surged past Wall Street’s $18 median target after its Composer AI investing deal but closed at $17.31, with 74% higher-than-average volume; 2026 EPS estimates remain flat, and the stock trades at about 29 times expected earnings, as investors await signs of real revenue impact from the new product.
Micron, Qualcomm lift chip stocks after hours as Nasdaq slips
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