US stock futures are climbing this morning, with the main index up around 0.7% before the opening bell. The latest signal comes from a closely-watched confidence survey showing Americans are still feeling down about the economy, with November’s reading stuck near historic lows at just 51.0. That tells us people are worried about the cost of living and stretching their paychecks. However, expectations for inflation next year edged down to 4.5%, a small but meaningful drop, meaning more people hope that prices will finally slow their climb. The big dilemma for investors now is whether these signs of shaky wallets and cooler price expectations could tip the Federal Reserve to cut interest rates sooner, putting banks and real estate stocks in the spotlight. If borrowing gets cheaper, these sectors could see a boost, but weak confidence might also mean consumers are too cautious to help support growth.

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Lumentum Holdings (LITE) jumped 9.58%.

Ross Stores (ROST) surged 8.41% following strong Q3 results and raised guidance.

Rocket Companies (RKT) rallied 7.85%.

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Veeva Systems (VEEV) fell 9.77% after reporting strong Q3 earnings but issuing cautious guidance.

Oracle (ORCL) dropped 5.66% despite recent positive cloud and AI partnerships.

Snowflake (SNOW) declined 4.34%.

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A surge of technology and semiconductor earnings releases today and tomorrow will offer fresh clues on sector growth and spending outlooks.

Tech Earnings: Agilent Technologies (A), Keysight Technologies (KEYS), Symbotic (SYM), and Zoom Communications (ZM) report after the bell on Monday. These releases will spotlight trends in demand, enterprise spending, and AI-linked revenues.

Analog Devices (ADI) unveils Q4 results early Tuesday. Margin signals and industrial demand updates will be closely parsed by chip investors.

Workday (WDAY), Zscaler (ZS), and NetApp (NTAP) report Tuesday after-hours, providing a read on cloud demand, cybersecurity bookings, and enterprise tech momentum.

HP (HPQ) and Dell Technologies (DELL) post Tuesday. The hardware duo's numbers will highlight PC and IT spending patterns into year-end.

Alibaba (BABA) and Burlington Stores (BURL) report pre-market Tuesday, framing the latest growth story for Chinese e-commerce and US value retail.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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