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The Morning Dose EP53 Bearish

Morning Dose: Bumpy Start, Oracle Surges, Boeing Dips Market Update – Thursday 6/12/2025

June 12, 2025 12:04
Tickers Mentioned
SPYDIAQQQBAGEORCLAAOIAUTLMESOHYMC
Episode Summary
Markets face a bumpy open with futures down amid trade tensions and Boeing weakness from Air India incident. Oracle's strong earnings provide some support. Watch PPI and jobless claims at 8:30 AM for direction.
Key Takeaways
  • Futures indicating red opening with S&P 500 down 0.6%
  • Oracle's strong earnings boost sentiment amid broader selling pressure
  • Air India incident sharply impacts Boeing and GE stocks
  • Trade tensions escalate after Trump's comments on deals
  • Key PPI and jobless claims data due at 8:30 AM
0:00 / 12:04

Morning Dose: Bumpy Start, Oracle Surges, Boeing Dips Market Update

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Welcome to The Morning Dose – Everything You Need to Know Before the Market Opens! Today, we’re bracing for a potentially bumpy start as yesterday’s weakness carries over into the pre-market.

Futures are indicating a red opening, with S&P 500 (SPY) down around 0.6%, Dow Jones (DIA) off by 0.7%, and Nasdaq 100 (QQQ) showing some interesting movements to watch.

Overnight Headlines

  • Tragic Air India incident impacting Boeing (BA) and GE (GE) stocks sharply.
  • Oracle’s (ORCL) strong earnings report boosting the market sentiment amid broader selling pressure.
  • New worries around trade tensions after President Trump’s comments on upcoming trade deals.

Economic Announcements

Key data today includes the May Producer Price Index (PPI) and Weekly Jobless Claims, both coming at 8:30 AM Eastern. Keep an eye on these for potential market reactions.

Earnings Highlights

  • Positive reports from Oracle, Lovesac, but downside news from Oxford Industries and Simulations Plus.

Top Movers

  • Gainers include Oracle, Applied Optoelectronics (AAOI), Autolus Therapeutics (AUTL), and Mesoblast (MESO).
  • Losers include Hycroft Mining (HYMC), Tonix Pharma (TNXP), GameStop (GME), and Oxford Industries.

Quick Trade Ideas

Watch for swing opportunities in tech and healthcare sectors but be cautious with discretionary and materials until trade uncertainty clarifies. Use risk management techniques like setting stop-losses.

Key Takeaway

The market opens with cautious sentiment amidst trade tensions, earnings reports, and economic data. Stay tuned for the PPI release and jobless claims to gauge market direction. Be nimble, watch key support levels, and manage risk smartly.

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