US stock futures pointed lower, with E-mini S&P 500 contracts down about 0.4% and Nasdaq-100 minis off close to 1%. August durable-goods orders were flat overall, while non-defense capital goods excluding aircraft rose 1.6%, indicating continued business equipment spending. The University of Michigan consumer sentiment reading remained near 48.1, and households expected inflation of 4.6% over the next year. The combination is intensifying debate over whether interest-rate-sensitive sectors such as technology and small caps, or defensive groups including utilities and consumer staples, are better positioned if economic growth persists alongside inflation concerns. Investors are also monitoring central-bank signals on further rate moves and a busy schedule of inflation, labor, manufacturing and growth data. Pershing Square rose 5.36%, Palo Alto Networks gained 4.63% after BTIG raised its price target, and Twilio climbed 4.05% amid renewed interest in AI-agent communications exposure. MongoDB fell 18.46% after CEO CJ Desai resigned to take a senior role at Meta, while Nu Holdings dropped 10.01% amid reports of talks over a potential Monzo acquisition and related deal uncertainty. Roblox declined 9.86% after Jefferies cut the stock to Underperform, citing bookings and user trends. The report also promotes curated screens of resilient companies, balance-sheet and fundamental stocks, and undiscovered businesses, alongside portfolio-tracking and stock-screening tools. It says the material is general commentary based on historical data and analyst forecasts, not financial advice or a recommendation to buy or sell securities.