Big Tech dragged the tape higher and pulled most sectors with it.
The S&P 500 rose about 1.5%, the Nasdaq popped 2%+, and the Dow added 0.8%.

AI-linked names outperformed, with chip leaders and cloud stocks riding a relief bid after last week’s wobble.
Small caps participated but lagged megacaps.
Market breadth improved, a clean, risk-on session from open to close.

Treasury yields were steady to slightly lower.
The 10-year hovered near the low-4s as traders weighed shutdown headlines against resilient economic data.

Credit spreads stayed calm, the silent green light that let equities keep momentum.
If Washington actually seals a funding deal, yields could drift lower as uncertainty clears.

Hope for an end to the record government shutdown lifted sentiment.

Even a messy compromise is better than bureaucratic limbo.
Once agencies reopen and data releases resume, expect the market to re-price with more confidence.

Winners: Semis, cloud, consumer internet, and select discretionary names.
Losers: Managed care and a few defensives that became funding sources.

Energy traded mixed, leaning green with crude slightly higher into the afternoon.

A handful of companies beat on margins and cost control, fueling the “soft landing” narrative.
Guidance still matters most, but the beat rate this quarter is keeping valuations intact.

Crude edged up, still hovering in the low $60s (WTI) as supply anxiety cools.
Gold bounced with the “risk assets up, dollar mixed” trade.
No regime change here, just normalization after weeks of chop.

Bitcoin reclaimed the 105k area after weekend volatility.
Momentum slowed near 107k resistance, which traders now eye as the short-term battleground.

Ethereum hovered mid-3500s after an early 3600 test.
Solana held firm near 160+.
Flows were constructive, but bulls know the next leg requires a real catalyst.

If DC progress holds and yields stay capped, the market’s default mode is simple:
favor cash-rich growth and high-quality cyclicals.

Watch for:

Not all car insurance is created equal. Minimum liability coverage may keep you legal on the road, but it often won’t be enough to cover the full cost of an accident. Without proper limits, you could be left paying thousands out of pocket. The right policy ensures you and your finances are protected. Check out Money’s car insurance tool to get the coverage you actually need.

COMPARE COVERAGE

Markets just proved how fast sentiment shifts when policy fog clears.
Until rates spike or guidance falters, the winning playbook remains:
Buy the wobble. Fade the panic.