US stock futures rise as the House prepares to vote on ending the 43-day government shutdown, with reopening possible by midnight if the bill passes and the President signs. The data pipeline will take weeks to normalize. Still, Fed watchers will parse remarks from New York Fed’s John Williams, Atlanta’s Raphael Bostic, Governors Steven Myron and Susan Collins for clues on December cuts. AMD (AMD) extends gains after CEO Lisa Su projected data-center revenue could jump ~60% over the next 3–5 years, feeding AI enthusiasm beyond Big Tech. Stablecoin issuer Circle slipped despite a top- and bottom-line beat as investors worry lower rates will dent reserve-income margins; management touted growth in its payments network and testing of its new ARC blockchain (with a potential native token). On consumer names, On Holding (ONON) popped on raised guidance and resilient premium demand, while Infineon (IFNNY) guided back to growth on AI-data-center strength. Chevron (CVX) explored supplying natural-gas power to an AI data center in Texas, and Eli Lilly (LLY) moved employees off CVS’s drug plan amid a GLP-1 coverage spat.

Takeaways:

House set to vote to end the shutdown; Fed speakers in focus as missing data slowly returns

AMD touts multiyear AI data-center surge; AI trade broadens to chip and infrastructure names

Circle beats but slides on lower-rate margin fears; pushes payments/ARC blockchain initiatives

On Holding raises outlook; Infineon sees AI demand offsetting auto softness

Chevron eyes AI-power deals; Eli Lilly reshuffles pharmacy benefits in GLP-1 fight

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