New Delhi, Feb. 26 -- For three years, the dominant story in the US Stock Market has been artificial intelligence. From NVDA stock price to meta stock price and AMZN stock price, AI has driven both earnings and excitement.

But 2026 has added a twist: the rise of the 'HALO trade' - Heavy Assets, Low Obsolescence - where investors seek companies AI cannot easily disrupt.

Here are 11 US market trends Indian investors should track as they think about US stock market allocations.

AI is no longer just a narrative. In sector after sector, US earnings calls now explicitly quantify AI‑related revenue, cost savings or capex. This is reflected in nvda stock price, pltr share price and meta stock price with investors pricing in multi‑y...