US Stock Market Today: S&P 500 Futures Edge Lower As Inflation Jitters Linger

The Morning Bull – US Market Morning Update Thursday, Sep, 10 2026

US stock futures are pointing slightly lower this morning, as investors weigh stubborn inflation signals against a still active consumer. The US 10 year Treasury yield is hovering near multi year highs while oil trades around US$100 a barrel, which together keep borrowing costs and fuel prices in focus for households and companies. Fresh survey data from the New York Fed shows one year inflation expectations and worries about energy costs remain elevated, and small business optimism has slipped to 98.7. The key question now is how much pressure this puts on interest rate sensitive areas such as banks, real estate and smaller domestically focused stocks.

With borrowing costs climbing across the US, UK and eurozone, many investors are shifting focus toward companies that already show strong cash flows and sturdy finances, starting with 31 high quality undervalued stocks.

Top Movers

• Cloudflare (NET) jumped 10.51% as investors focused on high growth software names.
• Datadog (DDOG) surged 7.15% with traders rotating into cloud and observability plays.
• Meta Platforms (META) gained 6.55% after analysts highlighted early interest in the new Muse AI agent.

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Top Losers

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On The Radar

Earnings will dominate the next few sessions, with software heavyweights and retailers ready to update investors after the close.

• Software earnings focus: Adobe (ADBE) reports Q3 2026 on Thursday, shaping expectations for premium creative and enterprise software demand.
• Cloud and databases in view: Oracle (ORCL) posts Q1 2027 numbers on Thursday, highlighting appetite for database, cloud and enterprise spending.
• Auto auctions checkup: Copart (CPRT) reports Q4 2026 on Thursday, giving a read on vehicle remarketing volumes and pricing trends.
• Consumer staples gauge: Kroger (KR) delivers Q2 2027 earnings on Friday, spotlighting supermarket pricing power and shoppers’ sensitivity to higher food costs.
• Rates and inflation backdrop: US 10 year yields near multi year highs keep borrowing costs central to equity risk appetite this week.

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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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