Stock Market 31 May 2026

July 9, 2026, 4:00 AM EDT. Carlisle (CSL) and Martin Marietta Materials shares dropped as investors grew nervous about costs and global risks. Oil jumped and Treasury yields moved up after President Trump talked tough on Iran, squeezing companies that depend on heavy energy use and steady construction demand. Higher 10-year yields also put pressure on mortgage rates, raising questions around infrastructure financing. Carlisle slid harder after Truist Securities cut its price target to $340 from $360, warning about supply chain problems and costly petrochemicals hurting profits through 2026. Price hikes aren't keeping up with cost increases, hitting margins. Carlisle is down 23.8% from its 52-week high and flat on the year, showing ongoing concerns around inflation and geopolitical issues.