The Morning Bull – US Market Morning Update Tuesday, Apr, 21 2026

US stock futures point higher this morning, with E-mini S&P 500 contracts up about 0.25% and Nasdaq-100 minis up around 0.38%, as investors weigh strong global demand against rising government borrowing costs and inflation worries. Taiwan’s export orders hit a record US$91.1b in March, up 65.9% from a year earlier, which signals powerful demand for electronics and chips that feed into many US tech and manufacturing names. At the same time, the US 10 year yield sits near 4.25% while Canada’s inflation rate is 2.4%, which is keeping pressure on sectors sensitive to interest rates, especially growth stocks and real estate, and is leaving investors debating how much longer higher borrowing costs will hang over the market.

With rates still pressuring growth names, focus on 72 resilient stocks with low risk scores before the next move hits.

Top Movers

• Credo Technology Group Holding (CRDO) jumped 8.61% after recent analyst price target hikes and fresh attention on its outlook.
• GLOBALFOUNDRIES (GFS) climbed 7.32% as reports of UMC wafer price increases supported sentiment across foundry peers.
• Marvell Technology (MRVL) gained 5.83% on reports of potential Google chip collaborations and recent analyst target raises.

Is Credo Technology Group Holding 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 AST SpaceMobile’s long-term success.

On The Radar

Earnings from mega cap health care, industrials, and autos set the tone, with bond yields and global demand in the background.

• US health care earnings: UnitedHealth Group (UNH) reports Q1 on Tuesday, highlighting costs and membership trends.
• Industrial bellwethers: General Electric (GE) and RTX (RTX) post Q1 on Tuesday, framing demand across aviation and defense.
• Big tech and autos: Tesla (TSLA) and ServiceNow (NOW) report on Wednesday, spotlighting growth in EVs and software.
• Semiconductors: Intel (INTC) delivers Q1 on Thursday, giving a fresh read on chip spending and data center demand.
• US rates backdrop: US 10 year Treasury yield around 4.25% keeps funding costs and equity risk appetite in focus.

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

How To Act On Today’s Market

Go beyond the headlines and focus on companies built to hold up when markets get choppy. Spots on this curated list will not stay overlooked for long, starting with solid balance sheet and fundamentals stocks screener (41 results)

Ready to take control of your own ideas? Our stock screener lets you set custom filters, run targeted searches, and set alerts so you can spot opportunities that fit your style before they hit everyone’s radar.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com