Is Something Wrong with AI Enthusiasm?

What’s in Today’s Report:

• Is Something Wrong with AI Enthusiasm?
• Weekly Market Preview: Can Earnings Help the Tech/AI Stocks Stabilize?
• Weekly Economic Cheat Sheet: What Will Delayed Data Tell Us (Growth Stable, or Not?)

Futures are moderately higher as the Senate voted to, effectively, end the government shutdown later this week.

The Senate passed an important procedural vote late Sunday night that paved the way for the government to reopen later this week, ending the longest shutdown in U.S. history and removing an increasing economic headwind.

There were no notable economic reports overnight.

There are no economic reports today so focus will be on Fed speak (Daly at 8:30 a.m. ET), and earnings, as AI darling CRWV ($-0.39) reports after the close (and the stronger the report, the better for tech and the market).