The Morning Bull - US Market Morning Update Tuesday, Jul, 14 2026
US stock futures are mixed this morning, with broad S&P 500 contracts slightly in the red while Dow futures edge up, as investors weigh rising bond yields against a busy US earnings and data week. The 10 year Treasury yield sits near 4.59%, a level that makes mortgages, car loans, and credit card rates more expensive, partly reflecting renewed US Iran strikes and higher oil prices that can feed into petrol and transport costs. With June US inflation data and Federal Reserve signals still ahead, the key question is whether higher borrowing costs and energy prices start to pressure rate sensitive sectors like banks, real estate, and richly priced growth stocks.With borrowing costs creeping higher and pressure building on rate sensitive sectors, many investors are shifting focus toward 80 resilient stocks with low risk scores.
Top Movers
- Venture Global (VG) jumped 9.15% after closing an equity funding round for new LNG projects.
- Atlassian (TEAM) climbed 8.22% despite KeyBanc lowering its price target ahead of Q2 earnings.
- Intuit (INTU) advanced 5.38% as investors focused on its role in tax and small business software.
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Top Losers
- AppLovin (APP) fell 12.65% after BofA flagged slower June growth in its e-commerce footprint.
- Sandisk (SNDK) declined 12.63% as chip stocks pulled back following weakness in global memory names.
- Astera Labs (ALAB) dropped 12.33% despite TD Cowen raising its price target in an earnings preview.
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On The Radar
Big bank earnings and a packed healthcare and tech lineup will shape the next few US sessions.
- Major US banks: JPMorgan, Bank of America, Citigroup, Wells Fargo, Goldman Sachs report Q2 on Tuesday, spotlighting credit and loan trends.
- Fastenal (FAST) posts Q2 on Tuesday, giving an early read on industrial and construction demand.
- Healthcare heavyweights: Johnson & Johnson, Elevance Health, UnitedHealth Group, Abbott Laboratories report midweek, updating on medical demand and costs.
- Asset managers: BlackRock, State Street, Bank of New York Mellon issue Q2 on Wednesday and Thursday, highlighting flows and fee pressure.
- Netflix (NFLX) delivers Q2 on Thursday after the close, with progress on subscriber trends and content spending in focus.
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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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