Market Rally
According to AP News, “US stocks tick toward records as the AI frenzy keeps leading the way”, U.S. markets rose as chip and AI names led gains—AMD surged after an OpenAI tie‑up, highlighting the dominance of AI in investor sentiment. [AP News](https://apnews.com/article/3504432f743bfd4a91b124436d5e2eb0)
Economic Lens
Financial Times reports “America is now one big bet on AI”, arguing U.S. growth and markets increasingly hinge on AI-driven investment; the analysis warns structural risks if AI momentum falters, making AI the economy’s pivotal factor. [Financial Times](https://www.ft.com/content/6cc87bd9-cb2f-4f82-99c5-c38748986a2e)
Stock Movers
Barron’s notes “These Stocks Are Moving the Most Today: AMD, Comerica, Palantir, Tesla, UiPath, Coinbase, Constellation Brands, and More” where AMD’s jump after its OpenAI partnership led market moves, spotlighting OpenAI’s market sway and the centrality of AMD. [Barron’s](https://www.barrons.com/articles/stock-movers-4b8a1bc6)
According to Reuters, ‘S&P 500, Nasdaq rise as AMD-OpenAI deal boosts tech enthusiasm’ — AI-driven optimism lifted the S&P 500 and Nasdaq on Oct. 6 as AMD surged about 28.8% after a chip-supply deal with OpenAI, offsetting shutdown fears and pushing tech indexes higher. [Reuters](https://www.reuters.com/business/wall-street-futures-rise-investors-focus-ai-rate-cut-themes-2025-10-06/)
According to Reuters, ‘US government shutdown: How it affects key economic data publishing’ — The Oct. 1 shutdown has suspended releases from the BLS, BEA and Census, creating a data blackout ahead of the Fed meeting and raising market uncertainty over jobs, inflation and policy. [Reuters](https://www.reuters.com/world/us/us-government-shutdown-how-it-affects-key-economic-data-publishing-2025-10-06/)
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