An analyst summed it up well: “We advise investors to look past shutdown fears and focus on other market drivers—like Fed rate cuts, corporate earnings, and AI monetization.” These drivers have clearly overpowered any noise coming from Capitol Hill.OpenAI’s reported $4.3 billion in revenue during just the first half of 2025 (already surpassing 2024’s full-year total) highlights how enterprise AI adoption is fueling growth, independent of government spending. The AI rally is fundamentally a private-sector st ...