US stock futures are slightly weaker this morning, with E-mini S&P 500 contracts down around 0.1%, as investors react to higher long term interest rates and fresh signals on inflation. The 10 year US Treasury yield is holding near 4.7%, after Federal Reserve official Kevin Warsh said inflation has not slowed meaningfully. That matters because higher borrowing costs can pressure mortgages, car loans, and valuations for growth stocks. At the same time, the Chicago Business Barometer slipped to 47.1 in August, pointing to softer factory activity. The key question now is whether higher rates hurt economically sensitive sectors like manufacturing and real estate more than they cool inflation and support financial stocks.

With bond yields pressing higher and inflation data mixed across regions, some investors are shifting focus toward sturdier balance sheets and cash flows, using tools like 45 high quality undervalued stocks.

• Circle Internet Group (CRCL) surged 9.65% after announcing a front of shirt partnership with Chelsea FC.

• Roblox (RBLX) climbed 7.16% as traders focused on recent trading strength in the stock.

• CrowdStrike Holdings (CRWD) gained 5.77% following a series of new product launches and partnership integrations.

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• Edison International (EIX) fell 23.07% after California lawmakers blocked a proposal on wildfire liability cost recovery.

• PG&E (PCG) declined 20.06% following the same California wildfire liability decision affecting investor owned utilities.

• Aon (AON) dropped 9.53% as investors reacted to news of a proposed US$17b USI acquisition.

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Quarter-end earnings from large tech and cybersecurity stocks will share the spotlight with ongoing pressure from higher US Treasury yields.

• US rates backdrop: Higher 10-year yields near 4.7% on Tuesday keep borrowing costs and equity valuation pressures in sharp focus.

• Medtronic (MDT): Q1 2027 results on Tuesday pre-market highlight demand trends and margins across key medical device franchises.

• Dell Technologies (DELL): Q2 2027 update on Tuesday will show how enterprise and PC spending trends affect cash flow and outlook.

• Broadcom (AVGO) and Snowflake (SNOW): Q3 and Q2 2027 earnings on Wednesday after market close spotlight data center and cloud software demand.

• Zscaler (ZS) and Samsara (IOT): Thursday after-market reports give an important read on cybersecurity and connected operations software spending.