Core Viewpoint - The conclusion of the longest government shutdown in U.S. history is expected to provide a temporary boost to stock prices, but it will not resolve underlying issues affecting the market, such as high valuations and concerns over artificial intelligence investments [2][4][10]. Market Reaction - U.S. stocks are anticipated to recover as the government shutdown nears an end, with investors looking for bargains following a significant tech selloff, particularly in the Nasdaq Composite, which fell nearly 3% last week [5][6]. - The shutdown was seen as a contributing factor to recent market volatility, but it is not expected to address all market challenges [4][6]. Economic Indicators - The reopening of the government could facilitate the release of economic data, which may influence the Federal Reserve's decisions regarding interest rates, with a 65% probability of a rate cut in December [7][8]. - The market is currently focused on the fiscal trajectory of the U.S., especially with national debt exceeding $37 trillion and concerns about the fiscal deficit [9]. AI Investment Sentiment - Investor sentiment surrounding artificial intelligence remains a critical issue, as it has driven significant market gains, contributing to approximately 45% of the S&P 500's $613 billion in third-quarter earnings [10]. - Despite recent selloffs, the core AI investment thesis is believed to remain intact, with investors largely dismissing political uncertainties [11].