Sasha Jovanovic
3 min read
The Morning Bull – US Market Morning Update Wednesday, Aug, 26 2026
US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.6%. The move comes even as the Chicago Fed National Activity Index slips to -0.08 in July, which signals slightly weaker overall US economic activity and hints that growth is cooling. At the same time, the US 10-year Treasury yield sits near 4.7% as investors weigh a government debt buyback plan and look ahead to key Jackson Hole speeches and the PCE inflation report. The big question now is how slower growth and firm borrowing costs could reshape demand for rate sensitive sectors such as technology, small caps and real estate stocks.
With growth data softening and bond yields elevated, some investors are shifting focus toward companies that may handle pressure better, starting with 74 resilient stocks with low risk scores.
Top Movers
-
Moderna (MRNA) surged 14.36% after analyst upgrades highlighted progress in its melanoma treatment pipeline.
-
Super Micro Computer (SMCI) jumped 9.35% following news of its AI infrastructure partnership with Cisco and Nvidia.
-
Robinhood Markets (HOOD) gained 8.17% as investors reacted to renewed attention from policy discussions on the Clarity Act.
Is Robinhood Markets still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
-
Burlington Stores (BURL) declined 4.65% ahead of its second quarter earnings report.
-
Zscaler (ZS) declined 4.34% despite recent analyst price target increases and positive pre earnings commentary.
-
Dow (DOW) declined 4.07%.
Look past the noise – uncover the top narrative that explains what truly matters for Burlington Stores’ long-term success.
On The Radar
Tech and software earnings take the spotlight today and tomorrow, alongside closely watched Federal Reserve communications.
-
NVIDIA (NVDA) reports Q2 2027 results today, with investors focused on data center demand and AI infrastructure spending trends.
-
Salesforce (CRM) posts Q2 2027 numbers today After-Market, highlighting subscription growth and any commentary on enterprise software budgets.
-
Cloud Security Earnings from CrowdStrike (CRWD) and Okta (OKTA) today After-Market spotlight recurring revenue strength and customer retention.
-
Enterprise Software Check as Workday (WDAY), Autodesk (ADSK) and Veeva (VEEV) report Thursday, updating budgets for HR, design and life sciences tools.
-
US Federal Reserve Focus stays on Jackson Hole remarks and the upcoming PCE inflation data that inform the rates conversation.
