Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Thursday, Jul, 30 2026
US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp focus. At the same time, housing data show prices rising only modestly once inflation is taken out. The big question now is how long higher rates stick around and what that means for rate sensitive sectors like real estate and banks, as well as growth heavy areas such as technology and smaller companies.
If higher rates have you rethinking risk, focus on sturdier balance sheets using our solid balance sheet and fundamentals stocks screener (48 results).
Top Movers
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Garmin (GRMN) jumped 16.23% after Q2 results and higher full year 2026 revenue guidance.
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GE HealthCare Technologies (GEHC) gained 12.15% following Q2 earnings and a price target increase from BTIG.
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Cognizant Technology Solutions (CTSH) rose 11.25% after reporting Q2 results, updating guidance, and affirming its dividend.
Is Cognizant Technology Solutions still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
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Vertiv Holdings Co (VRT) fell 17.26% after a mixed Q2, revenue short of guidance midpoint and a target cut.
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Nebius Group (NBIS) declined 12.65%.
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Cerebras Systems (CBRS) dropped 12.11% despite a long term data center colocation agreement announcement.
Look past the noise – uncover the top narrative that explains what truly matters for Vertiv Holdings Co’s long-term success.
On The Radar
Earnings will dominate the next few sessions, with mega cap tech and healthcare reports set to shape sector tone.
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Big Tech Focus: Apple (AAPL) reports Q3 results on Thursday. Watch revenue mix commentary and the update on services.
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Ecommerce and Cloud: Amazon.com (AMZN) posts Q2 results on Thursday. Look closely at commerce trends and profit margins.
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Payments and Spending: Mastercard (MA) releases Q2 earnings on Thursday. Card volume data inform views on consumer and travel spending.
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Healthcare and Biotech: AbbVie (ABBV) and Moderna (MRNA) report on Friday. Guidance will frame sentiment across large cap drug makers.
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Energy Earnings: ExxonMobil (XOM) and Chevron (CVX) issue Q2 results on Friday. Production trends and capital plans remain central for oil investors.
