Stocks bounce back today on improved rate cut hopes but remain on track for weekly losses. Promises of AI profits remain under investor scrutiny, despite robust Nvidia earnings.

Thursday's rally-killing plunge submerged AI stocks and sent the S&P 500 to 2-month lows. Sentiment data loom as major indexes and cryptocurrencies start below key chart levels.

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.

As the government reopens, investors are watching for the Fed to make rate decisions, Congress to avoid another shutdown, and the Supreme Court to rule on the legality of tariffs.

Nvidia initially rose overnight after reporting a 62% year-over-year revenue rise and exceeding consensus on earnings and guidance. September jobs data and Walmart are up next.

Answers to questions investors are currently asking about Treasury bonds, tax policy, credit quality and other issues currently affecting fixed income investments.

Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.

While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.