Apple(US:AAPL) Youtube·2025-10-01 22:00Market Performance and Government Shutdown - The market is not expected to be significantly affected by the government shutdown, with historical trends indicating that the S&P 500 tends to perform better in the following 12 months after such events [2][3] - Current market movements show an upward trend despite the shutdown [3] Jobs Report and Federal Reserve Actions - There is a belief that the upcoming jobs report will show weaker results, which could pressure the overall US economy [5] - The Federal Reserve is anticipated to implement a 25 basis point rate cut in the upcoming meetings, as the market is pricing in these cuts for October and December [6][8] AI Infrastructure Spending - The market is expected to benefit from AI infrastructure spending, with a positive outlook for the year due to this and the anticipated rate cuts [10][11] - Concerns about potential overvaluation of AI-driven companies may arise in 2026, but currently, there is optimism about staying invested [11][12] Investment Recommendations - Companies like Apple and Amazon are highlighted as strong investment opportunities, particularly in the context of AI [13][14] - Coreweave is identified as a momentum trade within the AI sector, benefiting from its role in data centers [16][17] - Gold (GLD) is recommended as a strong investment due to increased demand amid economic uncertainty [18] - Royal Caribbean is favored in a lower rate environment, while Tesla is suggested as a potential buy if there is a significant pullback [19][20]