US stock indexes were little changed on Monday as renewed optimism around artificial intelligence spending helped balance broader macroeconomic pressure. The S&P 500 was flat, the Dow edged lower and the Nasdaq 100 ticked higher. Investor sentiment toward the AI trade strengthened after Anthropic reported $11.5 billion in second-quarter revenue, reinforcing expectations that AI model development and datacenter capital expenditure will remain resilient in the medium term. Chip and infrastructure-linked names advanced, with Sandisk up 5%, Micron up 6%, and Nvidia and Amazon modestly higher. More economically sensitive, traditional sectors continued the relative weakness seen last week, leaving the Dow below the flatline, while Walmart and Home Depot were subdued before earnings.