Research 08.06.2026

🌏Markets:

• SPY +5.42 +0.73%(pre/m) (after −19.54 −2.58% on friday)
• QQQ +10.05 +1.43%(pre/m) (after −35.55 −4.80% on friday)

🆕Economic News:

• 11:00 USA – Consumer Inflation Expectations
• 13:00 USA –AAPL annual WWDC26 developer conference: new product announcements and new AI strategy updates are expected
• Nasdaq futures rise after worst day in over a year; oil jumps

📈 Gap Ups
Reaction to earnings/guidance:

• CPB

Other news:

• TNGX Announces Combination of Vopimetostat and Daraxonrasib Demonstrated 92% Objective Response Rate in Pancreatic Cancer
• LLY NVO Both Share Good News on Weight-Loss Drugs
• ARK Invest increased its positions in COIN CRCL
  -- BABA was ARKK's largest purchase by share count during the period, with the fund adding 245,342 shares.
  -- ARKK offloaded a combined 784,380 shares of ACHR and sold 457,754 shares of $BIDU.
• S&P 500: additions MRVL , FLEX / effective date - 19th june on markets closing
• S&P MidCap 400: additions ROKU , CDE , SMTC , SANM , VIAV / effective date - 19th june on markets closing
• S&P SmallCap 600: additions POOL , CPB , COTY , CNXC / effective date - 19th june on markets closing
• NVDA Strikes Deals With Korean Tech Titans for AI Infrastructure Buildout

📉 Gap Downs
Reaction to earnings/guidance:

• VFS WIX (Public SEC Filing / Form 6-K)

Other news:

• SpaceX signs $920m monthly cloud deal with GOOGL ahead of IPO
• BRC Announces CEO Transition
• S&P MidCap 400: deletions BRBR , BLKB / effective date - 19th june on markets closing
  S&P SmallCap 600: deletions EMBC , UHT / effective date - 19th june on markets closing

‼️Additional

• TRUMP: Both sides — Israel and Iran — are seeking an immediate CEASEFIRE! Final negotiations on “peace” are underway, unless, of course, ignorance or stupidity gets in the way. The blockade will remain fully in place until a “final agreement” is reached. Things should move quickly.
  -- If attacks on Iran’s energy infrastructure continue, all oil and gas facilities linked to Israel, the US, and their allies, including regional energy facilities, will become targets of Iran’s armed forces — Iranian military official, FARS.
• Trump: There is no reason to raise interest rates.
  -- Goldman now expects the Fed to cut rates no earlier than mid-2027.
• BlackRock is once again moving BTC and ETH to exchanges. Clients continue to sell — monitoring.

📋 List of tickers involved:
SPY QQQ AAPL CPB TNGX LLY NVO COIN CRCL BABA ACHR BIDU MRVL FLEX ROKU CDE SMTC SANM VIAV POOL COTY CNXC NVDA VFS WIX GOOGL BRC BRBR BLKB EMBC UHT

Best regards – hi2morrow team.