The Morning Bull – US Market Morning Update Monday, Mar, 9 2026
US stock futures are pointing lower this morning, with E-mini S&P 500 contracts down about 1.3% and Nasdaq 100 futures off roughly 1.5%, as investors react to a jump in borrowing costs and energy prices. The US 10 year Treasury yield is around 4.22%, meaning mortgages, car loans, and corporate borrowing can all stay more expensive for longer, while oil above US$100 keeps pressure on fuel and transport costs. With Middle East tensions feeding inflation worries and key US inflation scorecards like CPI and PCE still ahead, the big question is whether higher for longer rates squeeze rate sensitive areas like small caps, real estate, and high growth tech more than they support energy linked names and parts of the bond market.
With rates staying higher and volatility picking up, our 66 resilient stocks with low risk scores can help you focus on resilience today.
Top Movers
- Samsara (IOT) surged 19.54% after Q4 results, fresh guidance and multiple analyst price target increases.
- Marvell Technology (MRVL) jumped 18.35% following strong Q4 numbers, upbeat guidance, product news and several upgrades.
- JD.com (JD) gained 6.12% after Q4 earnings, a dividend announcement and a Barclays model update.
Is Samsara still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- Bloom Energy (BE) declined 15.50%.
- Lumentum Holdings (LITE) fell 14.19% as Northland highlighted other optical peers for greater upside potential.
- Teradyne (TER) dropped 10.65%.
Look past the noise – uncover the top narrative that explains what truly matters for Teradyne’s long-term success.
On The Radar
Earnings from Oracle, BioNTech and Casey’s sit alongside rising global bond yields and oil-driven inflation worries.
- Casey’s General Stores (CASY) reports Q3 2026 results today after the close, with attention on fuel margins and in-store demand.
- Oracle (ORCL) posts Q3 2026 results on Tuesday, providing an update on cloud spending and large enterprise software budgets.
- BioNTech (BNTX) reports Q4 2025 results on Tuesday, giving more detail on vaccine revenue and R&D spending plans.
- Global Rates and Oil Higher 10Y yields and US$100 oil keep attention on funding costs and inflation in coming sessions.
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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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