Stock futures for Monday indicate modest upward momentum, led by semiconductor stocks after Taiwan’s latest export data showed a 7% YoY surge. This sector-specific strength could set the tone for Nasdaq-heavy portfolios. Earnings will remain few and far between, with notable reports set to include those from Constellation Brands ( STZ ) on Monday and PepsiCo ( PEP ), Delta Air Lines ( DAL ), and Levi Strauss ( LEVI ) on Thursday. US stocks capped a winning week on Friday as Wall Street fixated on the promise of artificial intelligence, even as a government shutdown delayed the release of the monthly jobs report . Stock futures for Monday suggest gains in renewable energy stocks, following reports of policy incentives expansion. ESG-focused portfolios may see reallocation flows starting the session.
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