Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Thursday, Aug, 13 2026
US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank’s comfort zone. At the same time, a softer 10 year Treasury yield near 4.68% hints at split views on a September rate move. The big question now is whether inflation is cooling fast enough to support rate sensitive sectors such as real estate and banks, while still keeping consumer focused and small business linked stocks on steady footing.
With inflation and rate questions front and center, focus on companies that still look sensibly priced using the 49 high quality undervalued stocks.
Top Movers
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Nebius Group (NBIS) surged 34.14% after reports linked Nebius Group to potential Decart AI acquisition talks.
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CoreWeave (CRWV) jumped 19.28% after strong Q2 earnings and a series of analyst price target increases.
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Super Micro Computer (SMCI) gained 19.02% after a solid Q4 report and multiple Super Micro Computer price target hikes.
Is CoreWeave 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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Bending Spoons (BSP) declined 8.35% after BofA downgraded the stock to Underperform on M&A concerns.
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Texas Pacific Land (TPL) fell 6.08%.
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Cencora (COR) declined 5.90% after commentary on the Walgreens contract loss and related earnings impact.
Look past the noise – uncover the top narrative that explains what truly matters for Texas Pacific Land’s long-term success.
On The Radar
Earnings from Applied Materials and key financials share the spotlight with US inflation data and upcoming Japan GDP figures.
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Applied Materials (AMAT) reports Q3 results on Thursday. Chip equipment spending trends will shape expectations across the semiconductor supply chain.
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Tapestry (TPR) posts Q4 earnings on Thursday. Margin comments and demand signals help you gauge higher income consumer spending.
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Nu Holdings (NU) reports Q2 results on Thursday after the close. Credit quality and customer growth guide views on Latin American fintech.
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US CPI release lands on Thursday. Headline 3.4% and core 2.5% readings set the tone for rate expectations and growth sensitive sectors.
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Japan Q2 GDP preliminary data arrives on Sunday. Quarterly 0.5% and annualized 2% consensus inform views on global trade exposure.
