AI stocks surge in premarket trading as investors bet on a year-end rally following a breakthrough procedural vote in the Senate.
NEW YORK — November 11, 2025.
U.S. stock futures climbed Monday after the Senate advanced a key procedural measure that could pave the way for a deal to end the longest federal government shutdown in U.S. history.
S&P 500 futures rose roughly 1%, Dow Jones Industrial Average futures added 171 points (0.4%), and Nasdaq-100 futures gained 1.5%, led by renewed strength in artificial intelligence and semiconductor stocks such as Nvidia and Broadcom.
The premarket rally follows a Sunday night Senate vote in which 60 lawmakers — including eight Democrats breaking with party leadership — approved a motion allowing further votes on the bipartisan funding agreement later Monday. The measure would reopen the government through January, reverse some recent federal layoffs, and include new protections for government workers.
While the deal omits an extension of Affordable Care Act (ACA) tax credits, a separate vote on those subsidies is expected in December. The agreement must still pass a final Senate vote and then the House of Representatives before reaching the president’s desk.
Investor sentiment has been strained by the prolonged shutdown, which has delayed major economic data releases, including the Consumer Price Index and Producer Price Index scheduled for this week. A University of Michigan survey released Friday showed consumer confidence at its lowest level in over three years.
“As the shutdown’s drag on the U.S. economy grows, any progress toward ending it is obviously a positive,” said Adam Crisafulli, founder of Vital Knowledge. “But markets aren’t completely in the clear — the shutdown was only one of three factors weighing on sentiment.”
Last week, the Nasdaq Composite logged its worst performance since April, down about 3%, while the S&P 500 and Dow each slipped more than 1% amid investor concerns about AI stock valuations and macroeconomic uncertainty.
Still, with a potential deal in motion and seasonal momentum building, analysts say Wall Street may be gearing up for a year-end rally — assuming the political stalemate ends before further damage is done to the economy.
