Jim Cramer unpacks Monday's market action: 'It's back to business as usual'

Market Overview - Stocks, particularly in the tech sector, rebounded as Wall Street anticipates the end of the government shutdown [1] - Major indexes saw significant gains: Dow Jones up 0.81%, S&P 500 up 1.54%, and Nasdaq Composite up 2.27% [2] Government Shutdown Impact - The previous week's market decline was attributed to investor concerns over the ongoing government shutdown, which was affecting air travel and consumer confidence [3] - The shutdown posed a risk to GDP growth during the holiday season, a critical period for the economy [3] Investor Sentiment and Stock Performance - Following news of potential government funding agreements, there was a notable influx of capital back into the stock market [3] - Concerns over high valuations in AI stocks, such as Nvidia and Palantir, were prevalent among investors [3] - Data center-related stocks experienced significant gains, with Nvidia rising 5.79% and Palantir increasing by 8.81% [3] - The continued investment in AI by hyperscalers is seen as a driving force behind the stock performance, as companies fear falling behind competitors [3]