Sasha Jovanovic
3 min read
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The Morning Bull – US Market Morning Update Friday, Jul, 24 2026
US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the cost of living could stay elevated for longer. The key question now is whether higher yields will pressure rate sensitive areas like real estate and small caps more than they help sectors tied to energy and utilities.
With rates climbing and volatility up, focus your research on 79 resilient stocks with low risk scores that aim to protect capital.
Top Movers
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Lockheed Martin (LMT) jumped 10.54% after Q2 results showed higher sales and net income.
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United Rentals (URI) gained 10.11% following a Q2 beat, higher guidance, and price target increases.
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Thermo Fisher Scientific (TMO) climbed 8.71% on strong Q2 earnings, raised guidance, and multiple analyst upgrades.
Is Thermo Fisher Scientific 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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Tesla (TSLA) fell 14.52% after Q2 earnings and multiple analysts reduced price targets on the stock.
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T-Mobile US (TMUS) declined 10.75% despite Q2 revenue growth and a higher price target from Goldman Sachs.
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Rollins (ROL) dropped 9.27% following a downgrade to Underperform and several price target cuts.
If you are reviewing these moves as part of a broader watchlist, apply the same level of scrutiny to fundamentals, earnings quality, and balance sheet strength across your portfolio, and consider comparing these stocks against ideas surfaced by Our stock screener.
Look past the noise – uncover the top narrative that explains what truly matters for Tesla’s long-term success.
On The Radar
Earnings from American Express, SLB, Verizon, NextEra Energy and HCA Healthcare share the spotlight with key US manufacturing data.
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American Express (AXP) reports Q2 today, giving a read on card spending trends and credit quality expectations.
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SLB (SLB) Q2 results this morning highlight capital spending trends across global energy and drilling projects.
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Verizon Communications (VZ) pre market Q2 update focuses on subscriber trends, pricing and network investment discipline.
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NextEra Energy (NEE) pre market Q2 release centers on renewable project execution and regulated utility returns.
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US Durable Goods Orders for June on Monday help frame manufacturing activity and capital spending appetite.
