The Morning Bull - US Market Morning Update Thursday, Dec, 11 2025
US stock futures are pointing lower this morning, with contracts tied to the S&P 500 and Nasdaq 100 down roughly 0.8 to 1.2 percent after the Federal Reserve cut its key interest rate by a quarter of a percent to a range of 3.5 to 3.75 percent and signaled only limited further cuts ahead. That decision pulled the 10 year US government bond yield down to about 4.12 percent, which helps set mortgage, car loan, and credit card costs across the economy. At the same time, mortgage applications jumped 4.8 percent in early December, showing households are quick to react when borrowing gets even slightly cheaper. The big question for investors now is whether this modest easing is enough to keep growth ticking along without letting inflation flare up again. This balancing act puts rate sensitive sectors like banks and real estate, as well as fast growing technology names that rely heavily on future earnings, directly in the spotlight.
In a rate cut world where growth and inflation tug markets in opposite directions, undervalued stocks based on cash flows could spotlight safer upside before valuations overheat.
Top Movers
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GE Vernova (GEV) jumped 15.62 percent after doubling its dividend and reaffirming upbeat multi year guidance.
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EchoStar (SATS) climbed 11.16 percent after a Morgan Stanley upgrade and optimism around satellite video and data demand.
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AST SpaceMobile (ASTS) rose 8.53 percent as investors cheered its AT&T partnership and progress toward space based mobile coverage.
Is GE Vernova 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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Mobilicom (MOB) declined 8.71 percent.
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Bloom Energy (BE) declined 7.45 percent.
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Credo Technology Group Holding (CRDO) declined 7.23 percent.
Look past the noise - uncover the top narrative that explains what truly matters for Bloom Energy's long-term success.
On The Radar
Big retail and chip earnings after the close will shape views on US consumer resilience and AI infrastructure demand.
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Costco Wholesale (COST)reports Q1 results today, with traffic trends and membership renewal rates key for judging core US consumer strength.
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Broadcom (AVGO)posts Q4 numbers today, where AI accelerator orders and networking backlog will guide sentiment on the chip cycle.
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lululemon athletica (LULU)delivers Q3 results today, spotlighting holiday demand, store productivity, and any margin pressure from promotions.
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Ciena (CIEN)reports Q4 this morning, with optical orders and margin guidance clarifying telecom and cloud capex appetite.
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Japan Tankan Large Manufacturers Indexprints Sunday, offering a fresh read on global goods demand and export-oriented industrial momentum.
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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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