Optimism extends to a fourth session as the US government shutdown ends and AI news drives gains. AMD jumped 9% after forecasting accelerating sales growth, while Cisco beat estimates and raised guidance, highlighting AI-driven hardware and infrastructure demand. Yet, the broader question remains: when will corporate AI spending translate into end-user revenue? Is this a bubble? What about the Fed? Will it cut rates, will it not, will the data come in time for the December meeting?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.