Monday, 5 October 2026
Market points up ahead of open, driven by AI infrastructure investment.
The market is pointing up solidly ahead of the open, with Technology and Industrials leading. The forces behind this move are largely supportive, driven by AI infrastructure investment and easing credit conditions. However, rising bond yields are a pressuring force.
Why it mattered: This pre-market setup suggests a potentially positive session ahead, driven by investor enthusiasm for AI-related sectors.
What we said to watch
Whether rising bond yields continue to pressure the market once it opens will decide if this pre-market direction holds.
This is the reading as it was written on the day. It has not been edited with hindsight, and it may have turned out to be wrong.
Market intelligence only. Not financial advice, not a recommendation, and not an offer to buy or sell any security. No trade execution.