The Morning Bull - US Market Morning Update Monday, Jul, 13 2026

US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4%, and investors are weighing two big forces. First, global inflation signals are mixed but generally calmer, with June readings in France at 1.8% and the Czech Republic at 1.5%, which in plain terms means price pressures in several key economies are closer to central bank comfort zones. Second, government bond yields in the US, Japan, Brazil, and Germany all eased on Friday, a sign that borrowing costs across the world are not climbing as aggressively. The real question for investors now is whether this mix of cooler inflation and softer yields will help interest rate sensitive sectors like banks, real estate, and utilities more than it challenges small cap and more cyclical US stocks that rely on stronger global growth.

With inflation cooler and yields softer, now is a good time to focus on 79 resilient stocks with low risk scores.

Top Movers

• Cerebras Systems (CBRS) jumped 8.34% after announcing expanded manufacturing and European infrastructure build outs for its AI systems.
• Meta Platforms (META) gained 5.97% as investors responded to ongoing AI chip and model launches, as well as cloud compute plans.
• SBA Communications (SBAC) rose 4.14%.

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Top Losers

• Moderna (MRNA) declined 10.83% as investors weighed political headlines and the timing of upcoming Q2 earnings.
• Okta (OKTA) declined 6.86%.
• MongoDB (MDB) declined 5.73% despite recent analyst price target raises and new coverage.

Big single-day drops can create as many questions as opportunities. If you want a quick way to compare balance sheet strength and risk across a wider set of stocks, start with the solid balance sheet and fundamentals stocks screener (47 results).

Look past the noise - uncover the top narrative that explains what truly matters for Moderna's long-term success.

On The Radar

Big US banks and healthcare heavyweights will set the tone as earnings season picks up and macro data stay in focus.

• Big US banks: JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), and Citigroup (C) report Q2 on Tuesday, spotlighting loan growth and credit costs.
• Investment banking and trading: Goldman Sachs (GS) posts Q2 on Tuesday, giving a fresh read on dealmaking and markets activity.
• Asset management: BlackRock (BLK) delivers Q2 on Wednesday, with attention on fees, flows, and product mix.
• Healthcare earnings: Elevance Health (ELV) and Johnson & Johnson (JNJ) update Q2 on Wednesday, highlighting margins and pricing for insurers and drugmakers.
• Air travel demand: United Airlines (UAL) reports Q2 on Wednesday after the close, offering a read on ticket pricing and capacity plans.

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How To Find Stocks That Fit Your Strategy

Do not just chase headlines. Focus instead on quality that can handle swings while others react slowly by zeroing in on the 79 resilient stocks with low risk scores holding up with resilient balance sheets and steadier risk profiles.

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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.