The Morning Bull - US Market Morning Update Tuesday, Nov, 25 2025
US stock futures are hinting lower this morning as cautious investors weigh two big signals from the overnight session. First, the yield on the 10-year US Treasury slipped to 4.04 percent, its lowest in a month. That number matters because it means borrowing is gradually getting cheaper, especially as Federal Reserve officials ramp up talk of a possible interest rate cut next month. On the other hand, economic figures out of Texas show manufacturing is still shrinking, with a key regional scorecard dipping to -10.4. For investors, this sets up a key question: will falling borrowing costs help offset the economic slowdown, and what does that mean for interest-sensitive sectors like banks and real estate versus companies more exposed to the ups and downs of manufacturing?
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Top Movers
- Lumentum Holdings (LITE) jumped 17.13 percent after Needham boosted its price target and reinforced a bullish data center outlook.
- Sandisk (SNDK) soared 13.33 percent on Morgan Stanley’s price target hike, citing tight memory supply and strong earnings potential.
- Credo Technology Group Holding (CRDO) surged 13.00 percent after announcing a key license agreement covering their active electrical cable patents.
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Top Losers
- Carnival Corporation & (CCL) dropped 6.78 percent, no clear catalyst identified.
- Copart (CPRT) fell 4.47 percent after Baird lowered its price target, citing insurance headwinds.
- BeOne Medicines (ONC) declined 4.32 percent.
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On The Radar
Tech and cloud leaders headline today's action with a flurry of earnings expected after the closing bell.
- Analog Devices (ADI) reports Q4 earnings this morning, setting the tone for semiconductor margin and demand trends this season.
- Workday (WDAY), NetApp (NTAP) & Zscaler (ZS) post after-market results on Tuesday. These reports offer high-impact insights on enterprise IT spending and cloud adoption signals.
- Dell Technologies (DELL) announces Q3 earnings on Tuesday afternoon, highlighting global hardware demand and supply chain dynamics ahead of year-end.
- Alibaba Group (BABA) shares Q2 numbers this morning, providing investors with a fresh look at Chinese consumer resilience and e-commerce growth.
- Li Auto (LI) will release Q3 results pre-market Wednesday, serving as a key gauge of EV momentum and profit margins in China’s competitive auto sector.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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