AI spending and split DOGE rulings frame Saturday's closed-market news

U.S. markets were closed Saturday, so QQQ and SPY stayed at their carried Friday regular closes of $523.47 and $601.12, with no tradable reaction to the day's headlines. Microsoft, Amazon, Google and Meta planned $320 billion of AI and data-center investment in 2025, up from $230 billion in 2024. SIA reported that 2024 global semiconductor sales grew 19.1% to $627.6 billion. Separate court rulings allowed DOGE access to Labor Department systems but temporarily restricted access to Treasury payment systems. Trump said DeepSeek posed no U.S. security threat.