The Morning Bull – US Market Morning Update Monday, May, 11 2026

US stock futures are mixed this morning, with S&P 500 contracts slightly in the red while Dow futures edge higher, as investors weigh a jump in global bond yields and fresh signals from China. Germany’s 10 year bond yield sits at 3.02% and UK yields are above 4.95%, reflecting worries that inflation and energy costs could keep borrowing costs high. At the same time, China’s April exports are up 14.1% and imports up 25.3%, pointing to solid global trade and demand for goods like semiconductors. The key question for investors now is whether stronger inflation and growth trends abroad keep pressure on interest rate sensitive sectors such as tech and real estate, or support globally exposed industrials and commodity linked stocks.

With bond yields climbing and inflation worries back in focus, it may be worth focusing on 71 resilient stocks with low risk scores before volatility spikes.

Top Movers

• Rocket Lab (RKLB) surged 34.22% after analysts raised price targets and highlighted its strongest quarter ever.
• Akamai Technologies (AKAM) jumped 26.58% on multiple price target hikes and a new cloud deal with Anthropic.
• Sandisk (SNDK) climbed 16.60% following a substantial price target increase from Mizuho.

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

Top Losers

• Cloudflare (NET) fell 23.62% after announcing a 20% workforce reduction and restructuring charges of up to US$150m.
• Mettler-Toledo International (MTD) declined 14.77% after a US$150 price target cut from Citi, despite reporting higher Q1 earnings.
• MercadoLibre (MELI) dropped 12.70% following multiple analyst price target cuts and a Hold downgrade at Daiwa.

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

On The Radar

The next few sessions lean heavily on tech and China linked earnings, with a packed slate of shareholder meetings.

• China tech: Alibaba Group Holding (BABA) reports Q4 results on Wednesday, providing a fresh read on China consumer and trade.
• US networking: Cisco Systems (CSCO) posts Q3 numbers on Wednesday, putting enterprise IT demand and spending plans in focus.
• Semiconductors: Advanced Micro Devices (AMD) holds its AGM on Wednesday, where investors track commentary on chips and capital allocation.
• Media: Fox (FOXA) reports Q3 results today, with revenue mix and cost discipline in focus.
• Property: Simon Property Group (SPG) delivers Q1 earnings today, offering a key check on mall traffic and rent collections.

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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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