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 […]

Investing outlook: growth strategies weather turbulence — for now

October 1 provided a litmus test for appetite in the face of uncertainty. Even as the government faltered, investors leaned into sectors with secular tailwinds and de-risked where possible. The message: growth, especially tech and healthcare, still commands conviction — but survival may hinge on balance. Many portfolios gravitated toward names with pricing power, strong […]

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 […]

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