Markets shrug off shutdown turmoil, AI and defense names lead rally

October 4, 2025 produced another surprising twist: despite the federal government entering its fourth day of shutdown, equity markets pushed upward again. Gains were modest but persistent, with heavyweights in technology, defense, and AI infrastructure topping sector performance tables. A driving force was renewed optimism that the Federal Reserve, constrained by missing inflation and employment […]

Market optimism rides on AI theme even as macro clouds gather

September 29 marked a day where investors appeared to pick their spots carefully — leaning into growth opportunities while hedging against macro turbulence. The market’s rise was modest, but meaningful: the Nasdaq’s advance highlighted renewed faith in sectors tied to artificial intelligence, semiconductors and cloud infrastructure. At the same time, the broader economic backdrop remains […]

Trump’s Feud With Microsoft Over Lisa Monaco Raises New Fears of Political Retaliation

While the legal storm over Portland dominated headlines, President Trump simultaneously opened another front — this time against one of the world’s largest technology companies. Late on September 26, he posted on X (formerly Twitter) demanding that Microsoft dismiss Lisa Monaco, the firm’s head of global affairs, calling her “a partisan operative who tried to […]

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