Shutdown Breakthrough Reignites Stock Rally

Group 1 - President Trump has proposed using tariff revenues to fund direct payments of $2,000 for most Americans, with Treasury Secretary suggesting tax cuts as an alternative [4] - CoreWeave (CRWV) is set to report earnings, with the stock experiencing a 5% increase in premarket trading after a significant sell-off in the previous quarter [5] - Confidence in equities has improved following progress in Congress towards ending a government shutdown, with S&P 500 futures up 1% and Nasdaq 100 futures up 1.5% in early trading [6][8] Group 2 - A bipartisan proposal has emerged to reopen the government and fund several departments through the end of the fiscal year, while extending funding for other agencies until January 30 [6] - The proposal includes provisions for back pay for furloughed workers and resuming suspended federal payments to states and localities [6] - The House's passage of the deal remains uncertain, with Democratic leaders criticizing the omission of expiring Obamacare subsidies [7] Group 3 - Historical data suggests that once the government reopens, there will be a surge of delayed data releases, with the September employment report expected to be among the first [8] - Nvidia (NVDA) is highlighted as a company to consider doubling down on, indicating potential investment opportunities [9] - Pfizer (PFE) has outbid Novo (NVO) in the acquisition of Metsera (MTSR), showcasing competitive dynamics in the pharmaceutical sector [10]