Shutdown ends as Fed caution and AI spending accompany QQQ’s 0.32% slip

QQQ opened 0.58% higher and finished down 0.32%, while SPY opened 0.32% higher and ended down 0.13%. SPY led by 0.18 percentage points. The government shutdown ended after the temporary funding bill was signed. Fed officials kept inflation risks in focus, while Treasury signaled stable coupon-auction sizes. Anthropic outlined a $50 billion U.S. AI infrastructure investment. Overnight, U.K. quarterly GDP grew 0.1%, below the 0.2% estimate and the prior 0.3%.