US Stock Market Today: S&P 500 Futures Climb On Persistent Inflation And Rate Jitters

The Morning Bull – US Market Morning Update Monday, Sep, 14 2026

US stock futures point higher this morning, with E-mini S&P 500 contracts up about 0.8% and Nasdaq-100 futures gaining roughly 0.9%, as investors digest fresh US inflation data and rising bond yields. Headline US CPI increased 0.4% month on month in August and core CPI rose 0.3%, keeping annual inflation at 3.4% and core at 2.4%. That keeps the cost of living above the Federal Reserve’s 2% goal and feeds talk of a possible rate hike, especially with the 10 year Treasury yield near 4.9%. At the same time, the Michigan consumer sentiment index sits at 47.8 and one year inflation expectations are 4.6%, which signals households feel squeezed and worried about future prices. The big question for investors is whether the Fed prioritises fighting inflation or supporting a weakening mood on Main Street, a choice that could matter most for rate sensitive areas like banks, real estate stocks and high growth technology shares.

With rate worries back in focus and bond yields pushing higher, many investors are hunting for pockets of resilience in 11 resilient stocks with low risk scores.

Top Movers

• Hewlett Packard Enterprise (HPE) surged 12.44% as traders reacted to an Evercore ISI downgrade citing valuation.
• Dell Technologies (DELL) jumped 11.98% after bullish bond demand and fresh analyst enthusiasm around AI servers.
• NetApp (NTAP) advanced 8.54% following a higher Argus price target and governance updates approved at its annual meeting.

Is Dell Technologies still a smart investment or just hype? Read our most popular narrative and get all the answers you need.

Top Losers

Look past the noise – uncover the top narrative that explains what truly matters for Seagate Technology Holdings’ long-term success.

On The Radar

With fresh US inflation data in hand, attention now shifts to upcoming company events that could reshape sector narratives.

• Trip.com Group (TCOM) reports Q2 results on Tuesday, providing a read on global travel demand and cross border booking trends.
• Sea (SE) holds its AGM on Wednesday, where investors will focus on governance decisions and any commentary related to capital allocation.
• Roivant Sciences (ROIV) convenes its AGM on Wednesday, highlighting director elections and the audit firm ratification for future reporting oversight.
• Take-Two Interactive Software (TTWO) hosts its AGM on Thursday, keeping attention on board oversight and shareholder alignment at the publisher.

Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!

Identify The Next Market Leaders

Go beyond the usual headlines and focus on financial strength while rate worries keep shifting market mood, since our curated screen of list of solid balance sheet and fundamentals (23 results) highlights businesses built on cash flow discipline and sturdier balance sheets that can handle tougher conditions.

Ready to take control of your next move? Our stock screener helps you run custom searches that fit your style and set timely alerts so you never miss fresh opportunities.

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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