The Morning Bull - US Market Morning Update Monday, Sep, 28 2026
US Market futures point higher this morning, with E-mini S&P 500 contracts up about 0.5%, as investors brace for a heavy US data stretch. The key economic scorecard this week is the September jobs report, which tracks how many people are working and helps set the tone for Federal Reserve interest rate decisions. Another big piece is the PCE inflation update, the Fed’s preferred gauge of the cost of living, which feeds into decisions on how expensive mortgages, credit cards and business loans stay. The puzzle for investors now is simple: Do still-firm inflation readings and a cooling consumer mood keep pressure on rate sensitive sectors like housing and smaller US Market companies, or does a solid labor picture keep growth exposed areas such as technology and manufacturing in focus?
Rate questions are back on the table as inflation readings, sticky mortgage costs and uneven global growth collide, so many investors are scanning for potential shelter in 30 resilient stocks with low risk scores.
Top Movers
- Bloom Energy (BE) jumped 8.27% after investors reassessed Project Jupiter risks following Blue Owl's reassurances.
- Credo Technology Group Holding (CRDO) gained 7.65% on continued interest in analysts' recent commentary around the business.
- Pershing Square (PS) rose 7.42%.
Is Bloom Energy still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Top Losers
- Zscaler (ZS) fell 10.06% as investors reacted to the chief revenue officer transition and guidance questions.
- Twilio (TWLO) declined 7.96% after HSBC cut its rating to Reduce, citing valuation concerns around Muse exposure.
- Okta (OKTA) slipped 5.54% despite a wave of analyst price target increases following the Oktane 2026 event.
For readers scanning for beaten down ideas with steadier profiles, it can help to start from a curated list of stocks that currently screen with relatively lower risk metrics using tools such as the 30 resilient stocks with low risk scores.
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On The Radar
Macro data tied directly to Federal Reserve thinking takes the lead, with a few key earnings reports sprinkled in.
- US labor signals: ADP Employment Change on Wednesday helps frame payrolls momentum ahead of Friday's jobs report.
- Inflation watch: US Core PCE and PCE Price Index on Wednesday highlight how sticky consumer prices look for the Fed.
- Growth check: US GDP Growth Rate QoQ Final on Wednesday updates the Q2 output picture and underlying momentum.
- Housing and rates: MBA 30 Year Mortgage Rate on Wednesday gives another read on pressure across rate sensitive housing activity.
- Chip earnings: Micron Technology and Jabil on Wednesday offer a fresh look at hardware demand and margin discipline.
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Don't Wait For The Winners, Find Them
Quit chasing yesterday's winners and focus on where resilience may already be priced in, because opportunities rarely sit still for long. Our curated view of list of solid balance sheet and fundamentals (24 results) highlights companies with sturdier finances and cleaner balance sheets that could handle tougher conditions better than the broader market.
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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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