US Stock Market Today S&P 500 Futures Edge Higher As Earnings Focus Builds

The Morning Bull - US Market Morning Update Wednesday, Aug, 26 2026

US stock futures are pointing higher this morning, with S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.6%. The move comes as the US 10 year Treasury yield holds around 4.7%, which keeps borrowing costs elevated for mortgages, credit cards and corporate debt. At the same time, investors are watching the Chicago Fed National Activity Index, which slipped to -0.08 in July, a sign overall growth has cooled slightly. The big question now is whether upcoming inflation data and the Jackson Hole policy speech push bond yields higher again, which would put interest rate sensitive sectors like real estate and smaller US Market companies under closer scrutiny.

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Top Movers

• Moderna (MRNA) jumped 14.36% after upgrades citing a clearer melanoma trial outlook and pipeline de-risking.
• Super Micro Computer (SMCI) gained 9.35% as Cisco highlighted a new AI infrastructure partnership using Super Micro compute systems.
• Robinhood Markets (HOOD) rose 8.17% following attention around the proposed Clarity Act and Robinhood's presence at industry discussions.

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Top Losers

• Burlington Stores (BURL) fell 4.65% after traders reacted to pre earnings expectations and recent commentary.
• Zscaler (ZS) declined 4.34%.
• Dow (DOW) dropped 4.07%.

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On The Radar

Earnings from NVIDIA, Salesforce and other large software stocks dominate the calendar as bond markets stay in focus.

• NVIDIA (NVDA) reports Q2 2027 results on Wednesday, with traders watching how demand lines up against supply plans.
• Salesforce (CRM) posts Q2 2027 numbers on Wednesday After-Market, putting subscription trends and large deal activity in focus.
• Cloud security is in focus as CrowdStrike (CRWD) reports Q2 2027 on Wednesday After-Market, spotlighting recurring revenue and customer additions.
• Workday, Veeva, Okta, Synopsys report between Wednesday and Thursday, providing a read on software spending and contract momentum.
• Ulta Beauty, Burlington, Dollar General, Williams-Sonoma report through Thursday, shaping views on discretionary and value focused US consumer demand.

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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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