Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Tuesday, Jul, 21 2026
US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is still pushing prices up. With the Federal Reserve expected to keep rates on hold today, the big question is whether rate sensitive sectors such as housing, banks and real estate can handle both lingering inflation and higher long term borrowing costs.
Concerned about stubborn inflation and higher borrowing costs? Focus on 80 resilient stocks with low risk scores before conditions tighten further.
Top Movers
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Global Payments (GPN) jumped 5.85% after a Morgan Stanley upgrade and higher price target.
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Alibaba Group Holding (BABA) gained 4.67% as investors focused on its AI partnerships and new model preview.
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Credo Technology Group Holding (CRDO) rose 4.63% following a Barclays price target increase ahead of Q2 earnings.
Is Global Payments 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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Bloom Energy (BE) fell 8.33% as traders reacted to recent weakness and commentary on project delays.
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Guardant Health (GH) declined 5.00% after a recent price target raise failed to support the stock.
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Carvana (CVNA) declined 4.75%.
If you are watching these sharp moves and want a broader list of resilient ideas, start with 80 resilient stocks with low risk scores.
Look past the noise – uncover the top narrative that explains what truly matters for Guardant Health’s long-term success.
On The Radar
US trading is set to be earnings heavy, with major reports spanning tech, autos, housing, financials and transport.
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Big Tech Earnings: Alphabet (GOOGL) reports on Wednesday, providing an update on digital advertising and cloud demand.
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Autos Focus: Tesla (TSLA) posts Q2 results on Wednesday, putting electric vehicle pricing and margins in the spotlight.
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Telecom and Media: AT&T (T) and T-Mobile US (TMUS) updates on Wednesday and Thursday highlight wireless subscriber and cash flow trends.
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Housing and Construction: D.R. Horton (DHI) and PulteGroup (PHM) reports on Tuesday and Wednesday appear alongside softer permits and mixed housing starts.
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Rails and Industrial Activity: CSX (CSX), Norfolk Southern (NSC) and Union Pacific (UNP) results through Thursday are released alongside June industrial production and utilization figures.
