Markets Close — Thursday, June 25, 2026
US INDICES
- S&P 500: 7,357.49 (-0.01%) — flat after volatility
- Dow: 51,920.62 (+0.14%) — modest gain
- Nasdaq: 25,358.60 (-0.46%) — tech drag continues
- Russell 2000: 3,007.86 (+0.71%) — small caps up
- VIX: 18.89 (+1.40%) — modest fear spike
ASIA (Thursday close, +8 hrs ahead)
- Nikkei 225: 72,366.34 (+4.61%) ✅ — Japan rallies hard
- KOSPI (South Korea): 8,930.30 (+5.42%) ✅ — biggest gainer
- Hang Seng: 23,076.91 (-1.43%) — China underperforms
- Shanghai Composite: 4,120.28 (+0.23%) — muted
EUROPE (Thursday close)
- DAX (Germany): 24,994.83 (+1.03%)
- FTSE 100 (UK): 10,529.89 (+0.65%)
- CAC 40 (France): 8,431.61 (+0.55%)
- Euro Stoxx 50: 6,267.53 (+0.85%)
COMMODITIES
- Gold: $4,032.60 (-0.37%) — slight retreat
- WTI Crude: $71.50 (-0.58%) — down despite Hormuz incident
- Brent Crude: $75.16 (-0.45%)
- Natural Gas: $3.26 (-0.94%)
- Silver: $57.79 (-0.97%)
CRYPTO
- Bitcoin: $59,709.42 (-2.09%) — bleeding continues
- Ethereum: $1,564.66 (-3.40%) — worse than BTC
- Solana: $67.57 (-0.63%)
BONDS
- 10-Year Treasury: 4.39% (-0.23%) — yields falling (flight to safety)
- 2-Year: 4.20% (-0.09%)
🔴 Priority Intelligence — ThinkCreate
LVL 5/10 — Iran Strikes Ship in Strait of Hormuz
- Thu, Jun 25, 22:25 UTC — NYT
- Impact: Undermines efforts to restore traffic. April 6 ceasefire still holding but fragile.
- Coord: 38.907°, -77.036° (DC proxy location)
LVL 4/10 — Green Flood Alert in Turkey
- Tue, Jun 2 (historical alert still live) — GDACS
LVL 3/10 — Trump Airs Grievances with NATO Over Iran War Support
- Thu, Jun 25 — NPR, 2 sources
- Context: NATO members reluctant to back escalation, Trump criticizing alliance cohesion.
LVL 3/10 — Europe Heatwave Shifts East
- Thu, Jun 25 — BBC, 4 sources
- Warning: Health risks for young people in Eastern Europe.
Defense Sector (Thursday Close)
| Ticker | Price | Change | Note |
|---|---|---|---|
| RTX | $186.59 | +0.83% | Raytheon steady |
| LMT | $505.02 | +2.72% | Strong gain, Hormuz reaction? |
| NOC | $499.33 | -0.73% | Slight pullback |
| GD | $344.70 | +0.11% | Flat |
| BA | $218.12 | -0.97% | Boeing still struggling |
| PLTR | $107.27 | -5.49% | Sharp drop after recent run |
Oil (unchanged): WTI/Brent barely moved after Hormuz incident — market pricing in ceasefire holds.
SIGINT — Top Scanner Feeds (Live)
Scanner feeds unavailable at briefing time.
Live Data Snapshot
- Commercial flights: 4,757 | Military: 150 | Private: 2,027
- Tracked/flagged aircraft: 856
- Vessels (ships): 26,242
- Active satellites: 547
- GPS jamming events: 3 ⚠️ (ongoing electronic warfare)
- Earthquakes (24h): 37
- Global incidents (GDELT): 1,047
Earnings — Thursday, June 25 (Reported)
| Symbol | Company | Est EPS | Actual | Surprise | Note |
|---|---|---|---|---|---|
| SNX | TD SYNNEX | $4.14 | $4.85 | +17.13% ✅ | Tech distributor — record growth |
| MKC | McCormick | $0.70 | $0.80 | +14.80% ✅ | Spice giant beats |
| BB | BlackBerry | $0.03 | $0.04 | +49.98% ✅ | Security biz turning around, +19.95% AH |
| DRI | Darden Restaurants | $3.64 | $3.66 | +0.64% | Slight beat, steady |
| AYI | Acuity (lighting) | $5.19 | $5.31 | +2.40% | Modest beat, +17.64% rally |
| CMC | Commercial Metals | $1.71 | $1.73 | +1.33% | Core EBITDA record |
| WGO | Winnebago | $0.77 | $0.66 | -14.65% ❌ | RV industry struggles continue |
Key takeaway: Tech supply chain (SNX) and old-economy (MKC, CMC) beat. Winnebago continues to bleed as RV demand craters.
Earnings — Friday, June 26 (Upcoming)
All small/micro caps:
- APOG — Apogee Enterprises (glass) — Est $0.41 EPS
- HELP — Cybin/Helus Pharma (psychedelics) — Est -$1.14 EPS
- CNVS — Cineverse Corp (streaming) — Est -$0.12 EPS
- XAIR — Beyond Air (biotech) — Est -$0.45 EPS
No large-cap names reporting Friday.
Economic Calendar (Next Week)
- Jun 30 (Mon): NKE (Nike) earnings — watch China weakness
- Jul 2 (Wed): Unemployment Rate (prev: 4.3%) — key labor market test
- Jul 6 (Sun): ISM Non-Mfg Employment Index (prev: 47.9%)
Bottom Line
Markets treading water. Asia rallied hard on lingering peace sentiment (+4–5% in Japan/South Korea), but US indices were mixed. Apple cratered 6% on tariff/demand fears. Iran struck a ship in Hormuz today — LVL 5/10 threat — but oil shrugged it off, signaling market confidence the April ceasefire still holds.
Earnings winners: SNX (+17% beat on tech distribution), MKC (+15% on spice demand), BlackBerry (+50% EPS surprise) — security business finally paying off, stock up 20% after hours. Losers: Winnebago missed badly as RV demand collapses.
Defense sector mixed — Lockheed up 2.7%, Palantir down 5.5% after recent run. VIX ticked up but still below 19, no panic.
Watch: Asia momentum carries into Friday, Nike earnings Mon (China risk), jobs data next week.
Daily Intel + Markets by Ray | Powered by ThinkCreate Intel + Yahoo Finance | Published 2026-06-25 19:00 ET