Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Monday, Aug, 10 2026
US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year inflation expectations sit at 3.6%, suggesting borrowing costs could ease over time. The big question now is how rate sensitive sectors such as technology, smaller companies and real estate stocks react to this mix of slower growth and gentler inflation.
If you want potential resilience while rates and growth expectations keep shifting, start with 83 resilient stocks with low risk scores.
Top Movers
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Atlassian (TEAM) surged 35.31% after a series of analyst target hikes following strong Q4 results.
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Twilio (TWLO) jumped 24.89% as multiple banks raised price targets after a strong Q2 report.
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Natera (NTRA) gained 21.37% following raised revenue guidance, analyst target hikes, and solid Q2 earnings.
Is Natera 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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Zoetis (ZTS) declined 5.97% after Zoetis cut full year 2026 revenue and EPS guidance.
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ResMed (RMD) fell 5.06% following slightly lower analyst price targets after recent Q2 results.
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Seagate Technology Holdings (STX) declined 4.71%.
Look past the noise – uncover the top narrative that explains what truly matters for ResMed’s long-term success.
On The Radar
The next three sessions lean heavily on tech and communications earnings, alongside closely watched US inflation data.
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US CPI data on Tuesday will help frame the inflation trend that sits behind the recent Treasury yield drop.
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US PPI and retail sales on Wednesday give a read on producer pricing and consumer demand alongside labor market softness.
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Ferguson Enterprises (Ferguson) reports Q2 results today at 6:45 AM, setting the tone for industrial and construction activity.
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Simon Property Group (Simon Property Group) posts Q2 results today after the market close, updating views on US mall traffic and rent collections.
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Cisco Systems (Cisco Systems) reports Q4 results after the market close on Wednesday, with guidance likely scrutinized for enterprise tech and networking budgets.
