分组1 - The U.S. government shutdown is expected to end, with the House of Representatives voting on legislation to reopen the government after 43 days [1][9][10] - The shutdown has caused significant disruptions, including delays in food aid and federal workers going without pay, but stock futures are rising due to the anticipated resolution [2][6] - The Federal Reserve's ability to make monetary policy decisions has been hindered by the shutdown, affecting the flow of critical economic data [14][37] 分组2 - Circle reported higher than expected revenue and earnings in Q3, with total revenue and reserve income increasing by 66% and adjusted earnings per share at 64 cents, surpassing estimates of 20 cents [4][22] - Despite strong earnings, Circle's stock is under pressure due to concerns about lower interest rates affecting future profits, as the reserve return rate decreased by 96 basis points to 4.15% [3][23] - Circle is diversifying its revenue streams, including the development of its blockchain network ARC, which has about 100 companies participating in testing [25] 分组3 - AMD's CEO provided an optimistic outlook for AI, projecting a 60% increase in data center revenue over the next 3 to 5 years, contributing to renewed market optimism [19] - Infinion, a German chipmaker, forecasts revenue growth in the 2026 fiscal year, driven by demand from AI data centers [33] - Chevron is entering a new business line by providing natural gas-fired power to an AI data center, indicating a strategic pivot to capitalize on the AI boom [34]