The Morning Bull – US Market Morning Update Tuesday, Aug, 11 2026
US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead by roughly 0.4%. The move comes as the US 10 year Treasury yield holds near 4.66% after softer payrolls data, which hints at a cooler jobs market and takes a little pressure off borrowing costs for households and companies. At the same time, oil prices remain firm as talks around the Strait of Hormuz remain unresolved, which keeps fuel and transport costs in focus. The big question for investors is whether easing inflation expectations at 3.6% are enough to offset higher energy costs, particularly for rate sensitive areas such as real estate and utilities, as well as growth heavy sectors such as technology.
With inflation expectations still elevated and rates pressuring growth stocks, focus on 83 resilient stocks with low risk scores before volatility returns.
Top Movers
- Bending Spoons (BSP) surged 15.70% ahead of its Q2 2026 earnings report scheduled for August 13.
- Datadog (DDOG) jumped 11.48% after Q2 results and multiple analyst price target updates.
- Everpure (P) gained 8.81% following two analyst upgrades and higher price targets.
Is Datadog still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- Coherent (COHR) fell 14.24% despite recent positive read through from US optical transceiver policy headlines.
- Lumentum Holdings (LITE) declined 8.61% even after prior commentary that US policy could benefit Western optical suppliers.
- GLOBALFOUNDRIES (GFS) dropped 7.19% after another analyst reduced the stock’s price target to US$75.
For a broader set of ideas beyond yesterday’s biggest moves, use Our stock screener to filter for sectors, balance sheet strength, and volatility that fit your approach.
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On The Radar
Earnings from large tech and manufacturing stocks will share the spotlight with fresh US inflation expectations data.
- Energy and industrials: Venture Global Q2 2026 results on Tuesday give fresh color on LNG demand and capital spending.
- Healthcare distribution: Cardinal Health Q4 2026 results on Tuesday highlight volume trends and pricing power in medical supplies.
- Optical and AI infrastructure: Lumentum and Coherent Q4 2026 results on Tuesday and Wednesday update telecom and data center demand.
- Networking bellwether: Cisco Systems Q4 2026 results on Wednesday outline enterprise IT spending and AI driven networking projects.
- US inflation expectations: Fresh readings over the next sessions help frame Fed rate expectations after the recent 3.6% print.
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Don’t Wait For The Winners, Find Them
Look past yesterday’s headlines and focus on companies built to handle the next bout of volatility, because those setups rarely stay overlooked for long. Our research pinpoints solid balance sheet and fundamentals stocks screener (48 results) with durable finances and consistent execution that could matter when markets get choppy again.
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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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