Congress returns from summer break this week as it looks to ensure the government is funded past the September 30 deadline. American Enterprise Institute's James Pethokoukis explains. Plus, Arm Holdings is expected to kick off its roadshow today ahead of its highly anticipated IPO. Renaissance Capital's Avery Spear explains. And, bearish sentiment is growing at the start of what's historically a rough month for stocks. The Glenview Trust Company's Bill Stone and RBC Capital Markets' Amy Wu Silverman weigh in on the outlook.

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