The Morning Bull – US Market Morning Update Tuesday, Aug, 25 2026
US stock futures are slightly weaker this morning, with key contracts on the S&P 500 and Nasdaq 100 edging lower as investors absorb a mix of stronger services data and shifting interest rate expectations. The August US services PMI sits at 56.8, which signals a solid pickup in activity, yet input costs remain high, meaning many businesses still face rising bills. At the same time, the US 10 year Treasury yield has eased to 4.71% ahead of this week’s inflation scorecard, the July PCE report. This will shape expectations for the Federal Reserve and keep rate sensitive sectors such as tech and real estate in the spotlight.
With inflation data and rate expectations in flux, focus on companies built to handle pressure using our 74 resilient stocks with low risk scores.
Top Movers
- Expedia Group (EXPE) gained 5.44% after analysts lifted the stock’s price target at Evercore ISI.
- Dollar Tree (DLTR) rose 4.01%.
- Church & Dwight (CHD) added 3.78%.
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Top Losers
- AST SpaceMobile (ASTS) declined 9.18%.
- Everpure (P) declined 7.47%.
- MongoDB (MDB) declined 6.53% despite recent analyst price target increases.
Big single day drops like these can quickly reshape sentiment. If you want to focus on companies that have shown lower historical risk characteristics instead of chasing sharp moves, consider narrowing your watchlist using our 74 resilient stocks with low risk scores.
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On The Radar
US tech and software earnings take the spotlight over the next few sessions, alongside closely watched US inflation data.
- NVIDIA (NVDA) reports Q2 2027 results on Wednesday. Traders will use its update as a sector reference point.
- Salesforce (CRM), Okta (OKTA), Veeva Systems (VEEV) report Wednesday. Cloud and subscription trends will be the key focus.
- CrowdStrike (CRWD) results on Wednesday After-Market will highlight cybersecurity spending priorities and customer growth patterns.
- Dollar General (DG) and Ulta Beauty (ULTA) report Thursday. Their Q2 2027 updates help gauge discretionary spending.
- US July PCE inflation data this week will shape expectations for Federal Reserve policy and rate sensitive sectors.
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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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