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Stock Market Today - Top Tips for Investors (June 25, 2026)

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Deep Research Global
Jun 25, 2026
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Wall Street walked into Thursday with a fresh tailwind: a Micron (MU) blowout that lit up the after-hours tape, oil sliding back toward pre-war levels, and the S&P 500 within shouting distance of its all-time intraday peak.

The setup heading into Thursday’s open is the kind that rewards preparation more than reflexes.

This morning brings a triple-shot of macro data, the first Q2 GDPNow update from Atlanta, and a Nike-led parade of consumer earnings that close out the week.

With the 10-year yield down to 4.39% on Wednesday and AI capex now feeding directly into S&P 500 earnings, today’s tape will tell us whether the memory-led tech rally has another leg.

Read on for the catalysts that actually matter, and the actionable angles you should be tracking before the bell.

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Disclaimer: This analysis is for informational & educational purposes only and should not be construed as investment advice. Investors should conduct their own due diligence before making investment decisions. Past performance does not guarantee future results.


Where the Indexes Closed Yesterday

The major US benchmarks rebounded sharply on Wednesday, June 24, recovering most of Tuesday’s chip-driven slump. The S&P 500 advanced 0.54% to 7,405, bringing the index back within roughly 3% of the 52-week high set on June 2, 2026.

The Nasdaq Composite snapped a two-day skid, and the Dow Jones Industrial Average held the line near its recent record close. Of note, the broad index has already printed 23 record closes in 2026, crossing above 7,600 intraday earlier this month.

Tuesday had been brutal for memory names ahead of the Micron print, with the S&P 500 falling 1.44% to 7,365.46 and the Nasdaq giving up 2.21%.

Yesterday’s reversal was a textbook example of how quickly sentiment can flip when the catalyst confirms the bull case.

INDEX SNAPSHOT — Wednesday, June 24, 2026 close
S&P 500 ............... 7,405  (+0.54%)
Nasdaq Composite ...... rebound day, tech leadership returns
Dow Jones Industrials.. holding near record
10-Year Treasury ...... 4.39%  (-11 bps on the day)
WTI Crude ............. sliding toward prewar levels

Micron Just Reset the AI Memory Bar

The single biggest catalyst going into June 25 is what happened after the bell Wednesday.

Micron Technology delivered a fiscal Q3 report that demolished consensus and reshaped expectations for every memory and HBM supplier on the board.

Revenue came in at $41.5 billion, up 74% sequentially and 346% year over year. Adjusted EPS hit $25.11 versus the Street consensus near $20.39. Gross margin reached 84.9%.

The fiscal Q4 guide was the real shocker.

Management pointed to roughly $50 billion in revenue, a number that blew past the $43.24 billion consensus and effectively confirmed that HBM demand for AI accelerators remains supply-constrained through year-end.

Shares surged more than 15% in extended trading, adding roughly $180 billion in market cap in a single session.

That spillover should

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