Just watching the market today and there's some interesting moves. Tech stocks are gaining ground after the chip makers bounced back, with the S&P 500 up about 0.4% and Nasdaq up 0.64%. The real story though is the manufacturing data came in stronger than expected, which is pushing confidence higher despite the government shutdown noise.

What caught my eye is the rare earth stocks are gaining momentum on Trump's critical minerals plan with $12 billion backing. Meanwhile energy is getting hit hard with crude down over 4% as geopolitical tensions ease.

The crypto side is rough though - Bitcoin took a serious beating and dropped to a 9.75-month low with nearly $590 million in longs liquidated over the weekend. China's manufacturing PMI also fell unexpectedly, which isn't helping sentiment. Overall, earnings season is showing gains so far with 78% of reported companies beating expectations, but the week ahead will be key with Fed decisions and more economic data coming. Markets seem to be in wait-and-see mode right now.