Shutdown seen as a positive but what about AI?

The shutdown of US government departments because the Republicans and Democrats can’t agree on future funding has had little impact on stocks, whose indexes had a winning week. However, the gains might have been bigger if there hadn’t been question marks from respected market commentators that AI’s positives are being over-hyped and key stocks have been overbought.

Peter Switzer

October 4, 2025

8 min read

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