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The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...

As the Federal Reserve gets set to release its monetary policy update at 2 p.m. ET, followed a half hour later by Chairman Kevin Warsh's news conference, Wall Street is the unusual position of not knowing what will happen. Prior to Warsh, Wall Street has typically been near certain about what the Fed would do, reflected by markets pricing in around 90% or higher odds of the expected result. The S&P 500 is sharply lower ahead of the Fed reveal, amid rebounding oil prices and the ongoing sell-off in AI and chip names.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

The stock market is fine outside AI. Seagate, SK Hynix, KLA and Bloom Energy are key earnings late. Will the Federal Reserve surprise?

Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.

Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

A number of stocks fell in the afternoon session after the May jobs report sent the 30-year Treasury yield above 5%, a threshold that directly increases the cost of financing the large-scale grid infrastructure, data centre power distribution, and industrial electrification projects underpinning the sector's growth story.

VRT lifts its 2026 margin outlook after a strong Q1, driven by AI data center demand, acquisitions, and pricing actions despite tariff pressures.

The major indexes edged higher as oil prices dived, with Amazon flashing a buy signal. Marvell and Snowflake jumped late.

The major indexes rose slightly Monday as AI and chips shrugged off higher oil prices as Trump said Iran ceasefire "on life support."

FedEx, Tapestry, Celestica and Vertiv stand out for strong interest coverage ratios as investors seek financially stable stocks.