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US stock futures are pointing higher this morning, with S&P 500 contracts up around 0.5% and Nasdaq 100 futures ahead by just over 0.5%, as investors react to cooler inflation signals overseas and steady bond markets at home. The UK consumer price index is running at 3.0% year on year, its lowest level since early 2025, which hints at less pressure on borrowing costs in one major economy. At the same time, the US 10 year Treasury yield is around 4.06%, suggesting no fresh interest rate shock. The key question now is how this mix of easing global inflation and steady US yields will feed into rate sensitive areas such as banks, real estate and growth focused tech stocks.
If cooler inflation and steady yields have you eyeing rate sensitive sectors, our solid balance sheet and fundamentals stocks screener (43 results) can help you focus on sturdier names before volatility returns.
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Fiserv (FISV) jumped 6.89% after Jana Partners disclosed an activist stake seeking changes at the company.
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Lumentum Holdings (LITE) gained 6.70% after Mizuho raised its price target and reiterated an Outperform rating.
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Southwest Airlines (LUV) climbed 6.16% following a UBS upgrade to Buy and a higher price target.
Is Fiserv still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
Look past the noise – uncover the top narrative that explains what truly matters for Somnigroup International’s long-term success.
Earnings from big retail and a broad mix of sector reports will share the spotlight with closely watched Fed communications.
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Retail bellwether: Walmart (WMT) reports Q4 2026 on Thursday, setting the tone for US consumer spending.
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Chip sentiment check: Analog Devices (ADI) posts Q1 2026 results today, highlighting demand trends for industrial and electronics end markets.
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Tech and ecommerce: DoorDash (DASH) reports Q4 2025 today, updating investors on order growth and delivery economics.
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Energy and materials: Occidental Petroleum (OXY) and Newmont (NEM) results today and Thursday spotlight capital spending and cost discipline.
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Fed minutes focus: Steady US 10 year yields keep attention on upcoming Federal Reserve communications around rates and balance sheet.
