The Morning Bull – US Market Morning Update Tuesday, Feb, 24 2026
US stock futures are slightly softer this morning, with S&P 500 contracts edging lower as investors weigh higher borrowing costs and trade noise. The US 10 year Treasury yield sits around 4.05%, which means interest rates on everything from mortgages to corporate debt remain relatively high. At the same time, trade headlines, including talk of a 15% tariff plan and related legal disputes, are keeping global supply chains and export focused businesses in focus. Domestically, the Dallas Fed Manufacturing Index points to near stable factory conditions with firmer wage and production expectations, putting US industrials and rate sensitive sectors such as banks and real estate in the spotlight as investors consider whether tighter financial conditions will slow activity or instead cool excess heat in the economy.
With rates and tariffs pressuring sentiment, many investors are rotating toward 80 resilient stocks with low risk scores before volatility picks up again.
Top Movers
- Bloom Energy (BE) surged 8.63%.
- AngloGold Ashanti (AU) climbed 6.01% after strong Q4 earnings, record net income and higher dividend headlines.
- PayPal Holdings (PYPL) jumped 5.76% on reports of takeover interest and supportive analyst commentary on valuation.
Is AngloGold Ashanti still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- International Business Machines (IBM) dropped 13.15% after concern about Anthropic’s COBOL capable AI competing with IBM mainframe tools.
- MongoDB (MDB) fell 11.37% as software and data infrastructure names continued to sell off.
- Datadog (DDOG) declined 11.28% alongside broader pressure on high growth software stocks.
Look past the noise – uncover the top narrative that explains what truly matters for Datadog’s long-term success.
On The Radar
Earnings from mega cap tech and key consumer names, alongside firm US yields, are set to guide the next moves.
- NVIDIA (NVDA) reports Q4 2026 results on Wednesday, providing a key read on AI demand and broader semiconductor spending.
- Salesforce (CRM) posts Q4 2026 numbers on Wednesday, highlighting large enterprise software budgets and subscription growth trends.
- US 10 year Treasury yield is holding near 4.05% today, keeping funding costs and equity valuation assumptions firmly in focus.
- Home Depot (HD) Q4 2026 update today offers a clear view of big ticket home improvement demand and project spending.
- US Dallas Fed Manufacturing Index points to near stable factory conditions, with wage and production expectations shaping views on industrial activity.
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How To Find Stocks That Fit Your Strategy
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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.
Valuation is complex, but we’re here to simplify it.
Discover if Bloom Energy might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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