Sasha Jovanovic
3 min read
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million individual investors worldwide.
The Morning Bull – US Market Morning Update Tuesday, Aug, 11 2026
US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and tech heavy Nasdaq futures gaining around 0.4%. Softer U.S. jobs data is a key driver. July payrolls fell by 23,000, which reduces the chance of another interest rate hike and can ease pressure on mortgages, credit cards and auto loans. At the same time, Strait of Hormuz risks are keeping oil elevated, which feeds into fuel and transport costs. Investors now face a clear question: Do lower rate hike odds offset higher energy costs, especially for rate sensitive sectors like real estate and growth focused technology stocks?
With rate risks easing but energy costs still high, focus on 83 resilient stocks with low risk scores, which is built to handle both.
Top Movers
-
Bending Spoons (BSP) surged 15.70% ahead of its Q2 2026 earnings report on August 13.
-
Datadog (DDOG) jumped 11.48% after strong Q2 results and a series of higher analyst targets.
-
Everpure (P) gained 8.81% after multiple analyst upgrades and higher price targets.
Is Datadog still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
-
Coherent (COHR) declined 14.24% as optical stocks pulled back following prior gains tied to FCC headlines.
-
Lumentum Holdings (LITE) fell 8.61% as traders reassessed recent optimism around U.S. optical transceiver policy news.
-
GLOBALFOUNDRIES (GFS) declined 7.19% after another broker reduced its price target on the stock.
Look past the noise – uncover the top narrative that explains what truly matters for Lumentum Holdings’ long-term success.
On The Radar
Earnings tied to artificial intelligence spending and global trade will steer attention more than scheduled economic data.
-
AI infrastructure earnings from CoreWeave on Tuesday will help frame spending trends in high performance computing.
-
Global e commerce check as Sea Limited posts Q2 results on Tuesday before the market opens.
-
Healthcare distribution focus when Cardinal Health reports Q4 results on Tuesday before the market opens.
-
Optical and telecom equipment get a read from Cisco Systems Q4 earnings on Wednesday after the market closes.
-
Chip equipment sentiment hinges on Applied Materials Q3 earnings on Thursday.
Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!
