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October 6, 2025 19 mins

Investors are kicking off the week with optimism as S&P Futures point to a higher open, led by strength in tech. All eyes are on OpenAI’s DevDay, where CEO Sam Altman takes the stage at 1 p.m. ET — a potential catalyst for AI-related names. Overseas, Japanese markets rallied on the election of a pro-stimulus candidate, while France faces renewed political uncertainty after the prime minister’s resignation. Back home, the U.S. government shutdown drags on with no resolution in sight, raising concerns for sectors like airlines. In deal news, Fifth Third Bancorp announced plans to acquire Comerica. On the earnings front, STZ reports after the bell, with MKC up tomorrow morning.

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