Blue‑chip stocks hit new highs even as tech flickers on AI valuation jitters.

Indexes: S&P 500 up ~0.1%, Nasdaq down ~0.3%, Dow up ~0.7%.

Drivers:

Optimism the U.S. government shutdown will end soon lifts sentiment.

Strong growth outlook from AMD boosts semis; tech‑valuations weigh on the Nasdaq.

Treasury yields easing to ~4.06% support equities broadly.

Notables: AMD up ~7–8% after projecting 35% annual revenue growth over 3‑5 years.

Wrap: The market is rotating from growth into value as macro clarity returns — Follow for your daily market recap.

Looking ahead (tomorrow):

8:00 am ET — Mary Daly speaks (San Francisco Fed).

8:30 am ET — Initial jobless claims release.

After close — The Walt Disney Company (DIS) earnings report.