Research 25.06.2026

🌏Markets:

SPY +4.72 +0.64%(pre/m)
QQQ +14.59 +2.05%(pre/m)

🆕Economic News:

08:30 USA – PCE Price Index
08:30 USA – Durable Goods Orders
08:30 USA – GDP Growth Rate/GDP Price Index
08:30 USA – Initial Jobless Claims
08:30 USA – Personal Income/Spending

📈 Gap Ups
Reaction to earnings/guidance:

MU BB SNX MKC CMC

Other news:

SNDK WDC STX rose in sympathy to MU
MRK Is Buying TECH for $11.3 Billion or 73$ per share in cash
QCOM forecasts $15 billion data center chip sales by 2029. Also announced a new partnership with Meta Platforms to produce central processing units for the social-media giant.
WEN : traders on Reddit's WallStreetBets forum rallied behind the struggling burger chain, reviving the meme-stock playbook that powered GameStop in 2021.
GLW today declared a quarterly dividend of $0.28 per share. The dividend will be payable on September 29, 2026, to shareholders of record on August 31, 2026.
PENG Becomes an NVIDIA NVDA AI Factory Specialized Partner
IBM company says it's produced the first sub-nanometer microchip
KUST today announced it has entered into a binding agreement for the divestiture of its legacy video solutions division to Cycurion, Inc. CYCU
WYY announced that it has been selected as the single awardee of the Department of Homeland Security's (DHS) Cellular Wireless Managed Services (CWMS) 3.0 contract, a 10-year Indefinite Delivery, Indefinite Quantity (IDIQ) contract consisting of a one-year base period and nine one-year option periods with a contract ceiling value of approximately $3.1 billion.

📉 Gap Downs
Reaction to earnings/guidance:

TCOM FUL DRI JEF

Other news:

ABVX fell 26% yesterday after investors continued to price in safety concerns around obefazimod’s Phase 3 ABTECT data.
Anthropic has accused BABA of “illicitly” accessing its frontier model Claude to harvest its capabilities.
FMS : U.S. health regulator CMS proposed a smaller-than-expected increase to dialysis reimbursement rates
CDNL nnounces Pricing of Upsized Public Offering of 4,000,000 shares (approximately $292 million)

‼️Additional

The EU has finally approved the trade agreement with the US — BBG.
Gold has given up all of its 2026 gains.
A $10 billion BTC options expiration this Friday risks worsening the market selloff — BBG.

🏢IPO

DPC – Doncasters Group / DPC Holdings Limited
Company manufactures complex precision cast components and nickel- / cobalt-based superalloys for aerospace and industrial gas turbine markets. Its parts are used in aircraft engines, gas turbines, defense, space and other high-performance systems where reliability is critical. Core thesis is exposure to aerospace production recovery, engine aftermarket demand and IGT demand from power generation.
Price: $33.00
Shares: 27.9M
Raised: $919.4M
LTM:
Revenue: $886.0M
Net Income: -$167.0M
Comparable public companies: HWM, ATI, CRS, TDG, HEI, GE

DSC – DSC Holdings Ltd.
Company provides AI-powered software and transaction services for China’s used car industry. Its platform helps used car dealers move workflows online, manage operations and coordinate transactions. The company claims over 90% market share in operating systems for used car dealers in China, making it a niche software infrastructure play for the auto resale market.
Price: $17.00
Shares: 3.0M ADS
Raised: $51.0M
LTM:
Revenue: $96.8M
Net Income: -$13.5M
Comparable public companies: UXIN, ATHM, CARG, CVNA, KMX

📋 List of tickers involved:

Best regards – hi2morrow team.

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