US Stock Market Today: S&P 500 Futures Slip As Higher For Longer Rate Worries Build

The Morning Bull – US Market Morning Update Thursday, Mar, 12 2026

US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4% and Nasdaq 100 futures off roughly the same, as investors digest fresh inflation data and higher borrowing costs. Consumer prices in February rose 0.3% from January and 2.4% over the year, while core inflation, which strips out food and energy, is steady at 2.5%. That steady core reading, driven by shelter and medical costs, helps explain why the 10 year US Treasury yield sits around 4.24%. This is keeping pressure on rate sensitive areas like smaller company stocks and real estate and raising the question of how long investors may have to live with higher for longer interest rates weighing on parts of the equity market.

If higher-for-longer rates have you on edge, focus on 67 resilient stocks with low risk scores before volatility heats up.

Top Movers

• Nebius Group (NBIS) jumped 16.14% after Nvidia committed a US$2.0b investment and deep AI cloud partnership.
• CoreWeave (CRWV) gained 9.40% as investors reacted to new Flexible Capacity Plans for AI workloads.
• Venture Global (VG) surged 9.30%.

Is CoreWeave still a smart investment or just hype? Read our most popular narrative and get all the answers you need.

Top Losers

• Fair Isaac (FICO) fell 9.33% after brokers highlighted VantageScore pricing pressure and cut the stock’s price target.
• GLOBALFOUNDRIES (GFS) declined 5.45% following completion of a US$840m follow-on equity offering.
• Constellation Energy (CEG) declined 5.17%.

Look past the noise – uncover the top narrative that explains what truly matters for Constellation Energy’s long-term success.

On The Radar

Earnings from Adobe, Dollar General, Ulta Beauty and others share the spotlight with fresh signals from the inflation and rates backdrop.

• Adobe (ADBE) reports Q1 2026 today after the close, providing an update on demand for creative and digital software spending.
• Dollar General (DG) posts Q4 2026 results pre market today, highlighting trends in lower income consumer spending and store profitability.
• Ulta Beauty (ULTA) releases Q4 2026 numbers after market today, offering a view on beauty demand and merchandise margins.
• Lennar (LEN) reports Q1 2026 today at 4:00 PM, connecting recent mortgage rate moves with new orders and backlog conditions.
• Futu Holdings (FUTU) posts Q4 2025 pre market today, with trading activity and client growth remaining key for online brokerage sentiment.

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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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