Weekly Stock Market Analysis, Commentary and Picks for the week ending Oct 3 2025

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Shutdown Stalemate Fuels Market Resilience

Despite the ongoing government shutdown and a pause in key economic data, Wall Street surged ahead as investors viewed the uncertainty as an opportunity rather than a threat. The Dow Jones and S&P 500 each climbed 1.1% for the week, with the Dow marking a record close, while the Nasdaq led gains at 1.3%. Investors’ calm prevailed, reflected in the low VIX, as focus shifted to upcoming Fed rate cuts and a strong finish to earnings season. Healthcare soared nearly 7% on Pfizer’s drug-pricing deal, and Technology rallied on reports of expanded U.S. chip production, while Energy and Communication sectors lagged. Palantir slid 7.5% amid security concerns, yet broader market breadth remained positive. Looking ahead, investors await Fed meeting minutes and key economic speeches as the data freeze persists. Analysts expect momentum to continue into year-end on strong corporate profits and monetary support, though caution that mid-month weakness or pullbacks could present better buying opportunities.