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Swingfolio Daily — US Markets

US briefings — Thursday, June 11, 2026

Pre-market setup and closing-bell recap for Thursday, June 11, 2026. Observations only — no trade advice.

Thursday, June 11, 2026

morning

US Pre-Market: Futures Rebound After a CPI-and-Iran Rout, Oracle Sinks on AI Capex

US stock futures rebounded early on Thursday, June 11, 2026, with S&P 500 futures up 0.72% and Nasdaq-100 futures up 1.19%, a day after the S&P 500 fell 1.62% on a 4.2% May CPI print and renewed US-Iran strikes. Oracle dropped 10.41% pre-market as $55.7 billion in AI capital spending overshadowed record cloud revenue, while Intel rose 4.01% on a chip-foundry report. PPI and weekly jobless claims are due at 8:30am ET.

Mixed3 min read
afternoon

US markets rebound June 11: S&P 500 +1.75% as chips snap back and software derates

The S&P 500 rose 1.75% to 7,394.30 on June 11, 2026 as semiconductors snapped back and the 10-year yield fell 8 basis points to 4.46%. The Nasdaq led at +2.54% and the Russell 2000 ran +3.02%, while enterprise software derated: Oracle fell 8.53% on a $70 billion capex plan, and PTC, Autodesk and Adobe all dropped. Adobe slipped after hours on record Q2 results plus a CFO exit.

Bullish4 min read
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