The Morning Bull – US Market Morning Update Wednesday, Jul, 22 2026
US stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.5% and Nasdaq 100 futures ahead roughly 1.3%, as investors weigh rising interest rate expectations against easing volatility. The US 10 year Treasury yield is holding near 4.6%, which means borrowing costs for mortgages, credit cards and companies remain relatively high, while markets see roughly a 50 55% chance of a Federal Reserve rate hike in September. At the same time, fresh Middle East tensions are feeding energy price concerns and Canada U.S. tariff plans raise questions for supply chains. This is putting rate sensitive sectors such as technology, smaller caps, banks and real estate in the spotlight as investors ask whether higher for longer borrowing costs will start to pressure growth focused parts of the US market.
Higher rates and fresh geopolitical risks are squeezing confidence, so focus on 81 resilient stocks with low risk scores today.
Top Movers
- Nebius Group (NBIS) jumped 18.78% after multiple broker upgrades and a new AI debt financing facility.
- Cerebras Systems (CBRS) surged 17.92%.
- Bloom Energy (BE) climbed 14.82% after JPMorgan raised its price target in a clean energy sector update.
Is Cerebras Systems still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- Boxabl (BXBL) declined 18.43% after being added to the NASDAQ Composite Index.
- Danaher (DHR) fell 10.99% following Q2 results and updated revenue guidance.
- MSCI (MSCI) declined 10.14% after earnings and a lower price target from Morgan Stanley.
Look past the noise – uncover the top narrative that explains what truly matters for Danaher’s long-term success.
On The Radar
Earnings from US mega cap tech, autos and financials dominate the next few sessions as rate expectations stay in focus.
- Megacap tech: Alphabet (GOOGL) reports Wednesday, with ad and cloud trends framing sentiment around broader US tech.
- EV focus: Tesla (TSLA) posts Q2 numbers Wednesday After-Market, with attention on margins, cash needs and delivery momentum.
- Software and cloud: ServiceNow (NOW) reports Wednesday After-Market, highlighting enterprise IT budgets and subscription growth resilience.
- Financials and payments: American Express (AXP) and Verizon (VZ) report Friday morning, updating views on consumer spending and telecom pricing.
- Industrial and energy pulse: Freeport-McMoRan (FCX), Dow (DOW) and SLB (SLB) updates track capital spending tied to commodities and energy.
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Don’t Just Read The News, Use It
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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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