India, July 26 -- The US stock market is predicted to open mixed to mildly defensive on Monday, July 27, 2026, as investors balance a temporary cooling in oil prices against intense jitters surrounding Big Tech's AI capital expenditure and an upcoming Federal Reserve meeting.

Key Market Drivers

AI Capex Fatigue: Technology shares, particularly the Nasdaq, remain under pressure following earnings from Alphabet and Tesla that alarmed investors due to surging AI infrastructure costs.

Geopolitical Oil Swings: Front-month Brent crude futures recently breached $100 before pulling back to roughly $96.78. Rumours of backdoor de-escalation talks between the US, Pakistan, and Iran are providing temporary relief to equity futures.

Fed Hawkish Ho...