Market Overview - The stock market did not reach new record highs, with the Dow down 243 points (-0.52%), S&P 500 down 18 points (-0.28%), Nasdaq down 18 points (-0.08%), and Russell 2000 down 13 points (-0.53%) [1] AI Infrastructure Trade - The AI infrastructure trade remains viable but is experiencing a slowdown in business partnerships, particularly with OpenAI's Sam Altman [2] Economic Reports and Market Activity - The absence of federal economic reports, including Weekly Jobless Claims and August Wholesale Inventories, limits market participants' actions [3] - Q3 earnings season is progressing slowly, and the next Federal Reserve meeting is weeks away [3] Gold and Bitcoin Market Trends - Gold has retreated from its all-time high of over $4000, still viewed as a hedge against a potentially unstable equities market [4] - Bitcoin has also seen a decline, pulling back by 2% [4] Future Market Catalysts - Anticipation for preliminary Consumer Sentiment for August, expected to drop to 53.5 from 60.4, adds to market uncertainty [5] - The government shutdown, now a week old, may be impacting market performance, with limited catalysts for upward movement [6][7]