Stock indexes are up today, with the S&P 500 rising by +0.25%, the Dow Jones by +0.57%, and the Nasdaq 100 by +0.42%. Chip makers and AI-infrastructure stocks are rebounding, while US rare-earth stocks climb as Trump plans to launch a strategic mineral stockpile with $12 billion to reduce reliance on China.

The US government shutdown enters its third day, affecting investor sentiment. Energy producers face pressure as WTI crude oil drops by over 4% due to easing geopolitical risks. Cryptocurrency stocks retreat with Bitcoin down more than -7% to a 9.75-month low, resulting in significant liquidations.

China’s economic weakness impacts global stocks, with the Shanghai Composite falling over -2% after disappointing manufacturing and non-manufacturing PMI data. This week’s focus is on tariff news, earnings, and economic data releases, with expectations for key reports like the ISM manufacturing index and nonfarm payrolls.

Q4 earnings season is active, with 78% of S&P 500 companies beating expectations. The markets anticipate a modest chance of a -25 bp rate cut in the next Fed policy meeting. Overseas markets are mixed, with the Euro Stoxx 50 up by +0.35% while China’s Shanghai Composite and Japan’s Nikkei Stock 225 decline.

Interest rates see a slight decrease in 10-year T-notes as the 10-year T-note yield rises to 4.248%. European bond yields vary, with the Eurozone Jan S&P manufacturing PMI revised slightly upward. German retail sales meet expectations, while swaps imply a low chance of an ECB rate hike in February.

US stock movers include chip makers and AI infrastructure stocks rebounding, rare-earth stocks climbing, and energy producers retreating. Cryptocurrency-exposed stocks sell off, while individual companies like Palantir Technologies, Oracle, and Autodesk experience notable movements. Disney leads Dow Jones losers after a disappointing Q2 outlook.

Read more at Nasdaq, Inc.: Stock Indexes Climb as Chip Makers and AI Infrastructure Stocks Rebound