Overview

• The S&P 500 rose 0.36% to a record 6,740.28 and the Nasdaq gained 0.71% to 22,941.67, while the Dow slipped 0.14%.
• AMD jumped 23.71% after agreeing to supply processors for OpenAI data centers, denting Nvidia (-1.12%) and lifting other AI plays such as UiPath (+12.56%).
• Brazil’s Ibovespa fell 0.41% to 143,608 as bank heavyweights and Petrobras retreated during a low-liquidity, profit-taking session.
• Vale advanced about 1.71% after unveiling a plan to repurchase participative debentures, which analysts say could simplify cash flows and reduce costs.
• The U.S. government shutdown reached day six, sidelining some economic releases as investors tracked upcoming Fed speeches, and political shifts in France and Japan fed fiscal-risk concerns that showed more in Treasuries and the dollar than in equities.