Investors gaming out Congress control for spending, AI outlook - Reuters

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• Nomura flags this tech pocket as ’portfolio shelter’ from AI spending pressure

  Financial analysts at Nomura have highlighted a niche tech segment capable of shielding market participants from heavy capital allocation demands. This particular pocket is expected to provide defensive insulation as artificial intelligence expenditures continue to weigh on the broader industry. Investors can utilize this designated space to maintain market exposure while mitigating the specific financial strains tied to current technology investments.

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• US stock futures rise as AI stocks catch their breath; midterms in focus

  Major equity indices are finding temporary footing after a brutal retreat driven by massive debt-funded artificial intelligence spending that wiped trillions from technology valuations. Premarket sentiment is also drawing support from sliding crude prices as diplomatic discussions in the Middle East ease immediate energy supply concerns. Meanwhile, Wall Street is positioning for political volatility ahead of congressional votes that could usher in a divided federal government.

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• Market wrap: RIL, Tata Steel, Infosys, ICICI Bank top gainers and losers on Nifty and Sensex on Monday

  Robust domestic buying pushed benchmark indices upward as broader market segments strongly outperformed during the session. Surging energy and commodities shares offset weakness across technology and healthcare counters to bolster market breadth. From a structural standpoint, the benchmark's positioning above key moving averages reflects an improving technical setup for upcoming trading sessions.

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