Stock Markets May 18, 2026 08:37 AM

Futures Slip as Bond Rout and Rising Oil Weigh; Select Stocks React to Corporate Moves and Data

Premarket: UnitedHealth and Regeneron fall, while Dominion Energy and Delta climb amid deal chatter and stake disclosures

By Hana Yamamoto CVX XOM UNH DAL

U.S. equity futures opened lower on Monday as a worsening global bond sell-off and firmer oil prices put pressure on markets. By 08:10 ET (12:10 GMT) Dow futures fell 163 points (0.3%), S&P 500 futures eased 11 points (0.2%) and Nasdaq 100 futures were largely unchanged. Individual stocks moved sharply in response to stake filings, merger discussions, clinical trial results and acquisition announcements.

Futures Slip as Bond Rout and Rising Oil Weigh; Select Stocks React to Corporate Moves and Data
CVX XOM UNH DAL

Key Points

  • U.S. futures opened lower amid a global bond market sell-off and higher oil prices, with the Dow futures down 163 points at 08:10 ET (12:10 GMT).
  • Corporate news drove large individual stock moves: Berkshire Hathaway's stake activity affected UnitedHealth, Delta and Macy's; rumored talks between NextEra and Dominion Energy pushed Dominion sharply higher.
  • A mix of deal announcements and clinical trial results caused sector-specific impacts across utilities, energy, healthcare, aerospace, and technology services.

U.S. stock futures were broadly softer early Monday, pressured by a deepening sell-off in global government bonds and higher crude prices. Market participants were watching individual company developments that drove notable premarket moves even as major index futures showed mixed direction.

At 08:10 ET (12:10 GMT), the Dow futures contract was down 163 points, or about 0.3%. S&P 500 futures had slipped roughly 11 points, or 0.2%, while Nasdaq 100 futures were mostly unchanged.


Notable premarket movers

  • Energy majors: Chevron and Exxon Mobil were marginally higher in early trading.
  • UnitedHealth: Shares declined after Berkshire Hathaway sold its stake in the health insurer.
  • Delta Air Lines: The carrier climbed after Berkshire disclosed it had built a stake in Delta valued at $2.6 billion.
  • Macy's: The department store's shares rose following Berkshire's report that it had taken a stake in the company.
  • Space and rocket-related names: EchoStar, Rocket Lab and AST SpaceMobile were higher after Elon Musk said he is working on plans for an initial public offering of his rocket company, SpaceX.
  • Regeneron Pharmaceuticals: The biotech slipped after phase 3 trial data for its treatment of metastatic melanoma failed to meet expectations.
  • Bio-Rad Laboratories: Shares jumped on a Wall Street Journal report that activist investor Elliott has built a stake in the life-sciences tools supplier.
  • Dominion Energy: The utility surged after media reports indicated NextEra Energy is in talks on a mostly stock deal that would value Dominion at about $66 billion, a transaction that would be the largest-ever deal in the power sector if completed.
  • LiveRamp: The online data broker spiked after Publicis Groupe said it agreed to acquire LiveRamp for around $2.5 billion in cash.
  • Applied Materials: Shares edged down after Morgan Stanley lowered its rating on the company to "equal-weight" from "overweight."
  • Baidu: U.S.-listed shares gained after the Chinese internet services company reported stronger-than-expected quarterly revenue.

Market context

The broader move lower in futures reflected pressure from fixed-income markets and energy. A deepening global bond sell-off and rising oil prices were cited as headwinds for risk assets in early trade. Despite the negative backdrop for futures, corporate-level news produced both winners and losers in the premarket session, with deals, stake disclosures and clinical-trial outcomes driving firm-specific moves.

What to watch

  • Whether the bond market impulse and oil price strength keep weighing on equities through the regular session.
  • Updates or confirmations from companies involved in the day’s deal and stake reports, which could alter stock trajectories.

Investors will likely monitor whether the reported discussions and stake filings develop into concrete filings or transactions that affect sector leadership, particularly in utilities, energy, healthcare, aerospace and tech-related services.

Risks

  • Ongoing pressure from the global bond market and rising oil prices may continue to weigh on broad equity futures and equity markets, impacting cyclical sectors such as energy and industrials.
  • Uncertainty around reported merger discussions and stake disclosures could create volatility for companies involved in utilities, consumer retail and air travel until deals or filings are confirmed.
  • Negative clinical trial results, such as those reported by Regeneron for metastatic melanoma treatment, can materially affect biotechnology and healthcare stocks and add to sector-specific downside risk.

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