News Bulletin
 Thursday, December 11, 2025
Evening Edition

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Thursday, December 11, 2025

8:30

Continuing Jobless Claims

1,838K

1,950K

1,937K

8:30

Exports (Sep)

289.30B

 

280.80B

8:30

Imports (Sep)

342.10B

 

340.40B

8:30

Initial Jobless Claims

236K

220K

192K

8:30

Trade Balance (Sep)

-52.80B

-62.50B

-59.30B

13:00

30-Year Bond Auction

4.77%

 

4.69%

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

48,704.01

47,034.10

44,119.49

NASDAQ

23,593.86

23,106.52

20,486.73

S&P 500

6,900.99

6,759.45

6,213.13

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC: After Market Close)

   COMPANY

EPS  Act

EPS Fore

Rev Act

Rev Fore

Mkt Cap

Time

Ciena Corp (CIEN)

0.91

0.77

1.35B

  1.29B

34.17B

BMO

Carl Zeiss Meditec ADR (CZMWY)

0.6869

0.7767

730.54M

  700.7M

4.08B

BMO

Manchester United (MANU)

-1.48

0.0027

140.3M

  141.05M

2.73B

BMO

Lovesac (LOVE)

-0.72

-0.69

150.2M

  154.2M

184.97M

BMO

Hooker Furniture (HOFT)

-1.18

0.17

70.73M

  106.47M

112.61M

BMO

Destination XL Group (DXLG)

--

-0.05

--

  104.6M

83.52M

BMO

Vera Bradley (VRA)

-0.3

-0.12

62.25M

  63.96M

50.29M

BMO

Live Ventures (LIVE)

--

  --

--

  --

46.72M

BMO

National Beverage (FIZZ)

--

0.5078

--

  304.31M

3.28B

 

GoGold Resources Inc. (GLGDF)

--

0.01

--

  18M

933.31M

 

Uranium Royalty (UROY)

--

-0.0072

--

  --

515.71M

 

US Gold (USAU)

--

-0.14

--

0

243.02M

 

RCI Hospitality (RICK)

--

1.81

--

  84.68M

240.25M

 

Children’s Place (PLCE)

--

0.6013

--

  370.31M

165.59M

 

OFS Credit (OCCI)

--

0.37

--

  13M

134.70M

 

J W Mays (MAYS)

--

  --

--

  --

77.63M

 

Nutriband (NTRB)

--

-2.13

--

  675K

59.60M

 

Neuroone Medical (NMTC)

--

-0.0383

--

  2.1M

29.25M

 

Brand House Collective (TBHC)

--

-0.13

--

  109.39M

28.08M

 

Good Times (GTIM)

--

  --

--

  --

14.08M

 

Ambow Education (AMBO)

--

  --

--

  --

10.8M

 

Pure Bioscience, Inc (PURE)

--

  --

--

  --

5.59M

 

Moolec Science (MLEC)

--

-0.06

--

  --

1.73M

 

Pinstripes Holdings (PNSTQ)

--

-0.23

--

  30.63M

4.12K

 

CB Wind Down (CBKCQ)

--

  --

--

  --

3.86K

 

Broadcom (AVGO)

--

1.87

--

  17.45B

1.92T

AMC

Costco (COST)

--

4.28

--

  67.08B

392.52B

AMC

Lululemon Athletica (LULU)

2.59

2.21

2.6B

  2.48B

22.12B

AMC

Netskope (NTSK)

-0.1

  --

184.2M

  --

8.6B

AMC

RH (RH)

--

2.16

--

  883.26M

2.87B

AMC

Kestra Medical Technologies (KMTS)

-0.64

-0.57

22.6M

  --

1.26B

AMC

Quanex Building Products (NX)

--

0.4825

--

  481.02M

686.53M

AMC

Mitek (MITK)

0.24

0.17

44.8M

  42.5M

421.78M

AMC

Frequency Electronics (FEIM)

--

0.34

--

  18.5M

351.66M

AMC

Comtech (CMTL)

--

-0.63

--

  116.46M

106.01M

AMC

 

Market News:

The S&P 500 closed at record highs Thursday, though gains were kept in check by an Oracle-fueled drag on AI-related stocks at a time when valuation concerns persist.

 

At 4:00 p.m. ET (21:00 GMT), the Dow Jones Industrial Average rose 646 points, or 1.3% to closing all-time high of 48,704.01, while the S&P 500 index gained 0.2%, to also clinch a closing record high of 6,901.00 and the NASDAQ Composite slipped 0.3%.

Oracle slumps on increased spending

In the corporate sector, Oracle (NYSE:ORCL) stocks slumped after the cloud computing firm sharply hiked its capital expenditure outlook for fiscal 2026, sparking increased doubts over just how the company planned to convert its massive AI expenditures into revenue.

 

This also spurred doubts over the company’s increasing debt pile, after it issued billions in bonds and notes this year to fund its AI buildout.

 

The slump in Oracle cooled investor sentiment somewhat on AI stocks, with NVIDIA Corporation (NASDAQ:NVDA), and Alphabet Inc Class A (NASDAQ:GOOGL) leading to the downside.

 

Adobe Systems (NASDAQ:ADBE) issued a better-than-expected annual revenue and profit guidance, in a sign that the Photoshop-maker may be benefiting from a push to monetize its AI-enhanced offerings.

 

Walt Disney (NYSE:DIS) stock rose after announcing a major partnership with OpenAI that includes a $1 billion investment in the AI company and licensing of Disney characters for OpenAI’s Sora video platform.

 

Eli Lilly (NYSE:LLY) stock rose after the drugmaker said its next-generation obesity drug helped patients lose an average of 28.7% of their weight in a late-stage trial, outperforming its blockbuster drug Zepbound.

Investors digest Fed outlook after rate cut

The U.S. central bank cut interest rates by 25 basis points at the conclusion of its policy meeting Wednesday, as expected, marking its third reduction this cycle.

 

However, remarks from Chair Jerome Powell at his post-meeting press conference were more balanced and less hawkish than many had anticipated, even as he outlined a higher bar for future rate cuts and data dependence.

 

He also announced that the central bank will immediately begin buying short-dated government bonds to boost market liquidity levels. The Fed will initially buy about $40 billion of Treasury bills per month.

 

The Fed policymakers also forecast another rate cut next year, even with members of the central bank showing divisions over December’s move.

 

“Current Fed members suggest just one further cut is their 2026 central projection, but with changes coming and the jobs market cooling the risks are skewed towards them cutting by more,” analysts at ING including James Knightley and Padhraic Garvey said in a note.

 

The number of Americans filing new applications for unemployment benefits rose by more than anticipated last week, after sliding to a three-year low in the prior period.

 

Data released earlier Thursday showed that initial claims for state jobless benefits rose to 236,000 for the week ended December 6, increasing from an upwardly-revised level of 192,000. Economists had anticipated a reading of 220,000.

For the week ended on November 29, the original reading for jobless claims stood at a seasonally-adjusted 191,000, the lowest level since 2022. Some analysts flagged that difficulties around adjusting the claims for the Thanksgiving holiday may have contributed to the unanticipated downturn, although others suggested that it was still indicative of a jobs market that is relatively steady.

 

Additionally, the U.S. trade deficit unexpectedly narrowed in September, contracting 10.9% to $52.8 billion, the lowest level since June 2020, as exports accelerated and imports rose marginally, suggesting that trade likely provided a boost to economic growth in the third quarter.

For internal use only