The Morning Bull - US Market Morning Update Wednesday, Nov, 19 2025
US stock futures are pointing slightly higher this morning as investors weigh fresh signals from the bond and job markets. The interest paid on 10-year government bonds has slipped to about 4.10%, which often means investors are feeling on edge ahead of new economic reports, especially a key update on job trends. That news comes alongside a bump in people seeking new unemployment benefits, with 232,000 claims registered last week. For ordinary Americans, this suggests that employers are hiring less, and the economy could be cooling. The big question is whether a slowdown in the job market will finally clear the path for lower interest rates, and if so, how sectors like banks and real estate will react if borrowing becomes cheaper but growth slows further.
When job numbers disappoint and rates may fall, we've pinpointed undervalued stocks based on cash flows that could outperform soon.
Top Movers
- Strategy (MSTR) rose 5.82% yesterday.
- Nebius Group (NBIS) jumped 5.30% after Citizens JMP initiated coverage with an Outperform rating.
- Medtronic (MDT) gained 4.69% following multiple analyst upgrades and strong Q2 financial results.
Is Nebius Group still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- Sandisk (SNDK) dropped 7.88% yesterday.
- PDD Holdings (PDD) fell 7.33% after Bernstein downgraded the stock due to concerns about slowing growth.
- Symbotic (SYM) declined 6.94% yesterday.
Look past the noise - uncover the top narrative that explains what truly matters for Symbotic's long-term success.
On The Radar
Market action today spotlights heavyweight earnings reports from giants in tech, retail, and software, promising fresh sector insights.
- NVIDIA (NVDA): Q3 results on Wednesday will show if the AI leader’s breakneck growth in data center sales continues.
- Walmart (WMT): Q3 earnings early Thursday deliver a read on US consumer spending and discount retail trends.
- Intuit (INTU): Q1 results after the close on Thursday give investors a preview of software demand heading into tax season.
- Ross Stores (ROST) and TJX Companies (TJX): Q3 reports today and tomorrow compare off-price retail performance as shoppers hunt for value.
- Palo Alto Networks (PANW): Q1 earnings after market today test ongoing appetite for cybersecurity spending in enterprise IT budgets.
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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.
Valuation is complex, but we're here to simplify it.
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