US Stock Market Today S&P 500 Futures Edge Higher On Strong Jobs Data

The Morning Bull – US Market Morning Update Thursday, Feb, 12 2026

US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors digest a stronger than expected jobs report and a move higher in bond yields. Nonfarm payrolls rose by 130,000 in January and the unemployment rate eased to 4.3%, which keeps the Federal Reserve on hold for now and has markets looking to July, not June, for the first rate cut. Wages grew 0.4% in the month and 3.7% over the year, meaning pay packets are still rising at a solid clip. That mix puts interest rate sensitive areas such as banks and real estate, along with growth focused technology names, firmly in the spotlight as investors weigh whether a still firm job market and higher yields help financials more than they hurt rate dependent borrowers and high growth sectors.

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Top Movers

• Vertiv Holdings Co (VRT) jumped 24.49% after strong Q4 results, upbeat 2026 guidance, and a higher Evercore target.
• GlobalFoundries (GFS) gained 16.32% on solid Q4 earnings, new guidance, and a fresh US$500m buyback plan.
• Sandisk (SNDK) surged 10.65% as investors reacted to improved sentiment around the memory chip market.

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Top Losers

• Astera Labs (ALAB) dropped 21.41% after mixed analyst reactions and several price target cuts following earnings.
• CBRE Group (CBRE) slipped 12.24% as commercial real estate services stocks fell on the AI scare trade.
• Leidos Holdings (LDOS) declined 11.15%.

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On The Radar

Earnings take center stage today, with macro focus turning to central banks and growth signals from Europe and Japan.

• Applied Materials (AMAT) reports Q1 2026 today, which is key for read through on chip equipment demand and capital spending trends.
• Airbnb (ABNB), Expedia (EXPE) post Q4 2025 results today, shaping expectations for travel demand and fee driven margins.
• Coinbase Global (COIN) releases Q4 2025 today, putting trading volumes and transaction fee resilience under the spotlight.
• ECB policy tone with President Lagarde speaking on Sunday, watched for any shift in rate or inflation rhetoric.
• Japan Q4 GDP preliminary data on Sunday, with quarterly and annualized figures framing global growth and rate expectations.

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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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