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US stock futures are softer this morning, with S&P 500 contracts down about 0.6% as investors react to a jump in energy costs and stronger than expected US inflation. Brent crude sits near US$102 a barrel, which feeds directly into fuel, transport and household bills. At the same time, US consumer prices for March rose 0.9% from February, mainly because of energy, while a key inflation gauge that strips out food and energy is at 2.6% over the past year. The big question now is how long interest rates might need to stay high, a call that puts rate sensitive areas like tech, real estate and smaller companies under the microscope.

If you are concerned that high inflation and energy prices could affect your portfolio more than expected, consider focusing on 73 resilient stocks with low risk scores.

• Astera Labs (ALAB) jumped 15.13% after recent strength in AI related chip and data center demand headlines.

• CoreWeave (CRWV) gained 10.87% following new analyst upgrades and large AI cloud agreements with Anthropic and Meta.

• Credo Technology Group Holding (CRDO) rose 10.80% after Jefferies initiated coverage with a bullish view on the company.

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

• Fair Isaac (FICO) dropped 13.99% after Barclays cut its price target by US$450.

• Cloudflare (NET) declined 13.50%.

• Snowflake (SNOW) fell 8.42%.

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Big US and European banks will set the tone for earnings as oil driven inflation keeps global bond markets in focus.

• US megabank earnings: JPMorgan Chase (JPM), Citigroup (C), Wells Fargo (WFC) report Q1 on Tuesday, framing credit and deposit trends.

• Asset management check: BlackRock (BLK) reports Q1 on Tuesday, highlighting investor appetite for funds as yields hover near recent highs.

• Healthcare bellwether: Johnson & Johnson (JNJ) reports Q1 on Tuesday, offering a read on pharmaceuticals and medical products demand.

• Wall Street profitability: Goldman Sachs (GS) posts Q1 results on Monday, showing how trading and deal activity are tracking.

• US bank earnings continue: Bank of America (BAC), Morgan Stanley (MS), PNC (PNC) release Q1 on Wednesday, extending the sector earnings picture.

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