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The Morning Bull – US Market Morning Update Monday, Jul, 27 2026
US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.03%, as investors weigh signs of steady US growth against lingering inflation and interest rate questions. New single family home sales reached a 628,000 annual pace in June, up 1.6% for the first monthly rise in three months, which hints that housing is holding up even with higher borrowing costs. At the same time, the US Services PMI came in at 53.6 in July, the strongest in eight months, suggesting consumers are still spending. That leaves investors asking whether solid demand will keep supporting housing and services stocks or whether higher input costs and mixed Federal Reserve expectations will keep pressure on rate sensitive areas such as real estate and utilities.
If you are worried about rate sensitive stocks getting squeezed, consider focusing on 79 resilient stocks with low risk scores while others hesitate.
Top Movers
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Tenet Healthcare (THC) jumped 17.17% after strong Q2 earnings, higher 2026 guidance, and multiple analyst price target hikes.
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International Paper (IP) gained 11.21% as analysts highlighted potential benefits from announced containerboard price increases.
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Smurfit Westrock (SW) rose 11.10% on analyst commentary that containerboard price hikes could lift future profitability.
Is International Paper 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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Nebius Group (NBIS) declined 15.02% after recent coverage highlighted Nebius’s full stack AI infrastructure positioning and M&A focus.
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Bloom Energy (BE) fell 14.91% following earlier reports linking Bloom Energy to new Panama fuel cell data centers.
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CoreWeave (CRWV) declined 11.37% as CoreWeave remained in focus after prior upgrades and AI infrastructure expansion headlines.
If you want a broader view of stocks that held up better yesterday, it can help to scan for companies with steadier price action and stronger balance sheets using the solid balance sheet and fundamentals stocks screener (49 results).
Look past the noise – uncover the top narrative that explains what truly matters for CoreWeave’s long-term success.
On The Radar
Earnings will dominate the next few sessions, with mega cap tech and consumer giants setting the tone for US stocks.
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Microsoft (MSFT) reports Q4 2026 on Wednesday, giving a read on enterprise software, cloud spending and forward guidance.
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Meta Platforms (META) posts Q2 2026 on Wednesday, highlighting digital advertising trends and spending on AI and new products.
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QUALCOMM (QCOM) provides a Q3 2026 update on Wednesday, which is key for handset demand, wireless chip pricing and licensing revenue visibility.
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Procter & Gamble (PG) reports Q4 2026 on Wednesday, with attention on pricing, volumes and input cost pressures.
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PayPal (PYPL) releases Q2 2026 results on Tuesday, spotlighting payment volumes, transaction margins and the outlook for consumer spending.
