U.S. stock futures edged higher on Monday as most major indexes marked their best month in six years. The rally followed the pause in U.S.-Iran peace talks, which had previously weighed on sentiment. Investors leaned on tech gains, with the Nasdaq and S&P pushing toward record highs while the Dow slipped modestly for analysts watching.

Oil prices held above $100 a barrel, buoyed by concerns over the Strait of Hormuz’s closure. Brent remained elevated as traders monitor Middle East tensions, while U.S. Treasury yields steadied amid the holiday pause. Technology optimism lifted risk appetite, pushing valuations higher across the market spectrum for investors and portfolio managers in today’s sessions overall.

European and Asian markets closed lower, reflecting a cautious stance as traders awaited further geopolitical developments. The subdued session highlighted the fragile balance between tech enthusiasm and regional risk. Market participants are now watching for any shift in Middle East dynamics that could swing oil and equity valuations sharply for investors to adjust positions today.

With the U.S. market showing resilience, the focus shifts to how sustained oil levels and tech buoyancy will interact with upcoming earnings reports. Investors must assess whether the current rally is supported by fundamentals or merely a temporary market correction. The next few days will test the durability of this optimism for long-term strategies in.