Good Tuesday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl Cantanilla and David Faber. We are live for you as always from post nine of the New York Stock Exchange. As for stocks, they're coming back from an early morning dip. The S&P 500 run was at the flatline. The Dow's higher. Keep in mind, bond market is closed for Veterans Day, so we're not showing you treasuries. Today, the NASDAQ is coming off its best day since May

as the AI trade tries to build on yesterday's rebound. Does the rally have more room to run from here?

We'll discuss. Plus, SoftBank reporting a nearly $20 billion gain for its vision fund in the most

recent quarter, but also revealing it sold its entire stake in NVIDIA. We'll have the details

for you this hour, along with more on what results out of Corweave

are telling us about the AI ecosystem, a share slide following the numbers there.

Let's begin with the developments in D.C. to end this government shutdown.

Senate lawmakers did pass a bill to fund the federal government through January.

It now goes to the House.

Our Emily Wilkins is

tracking every move and has more on what comes next. Morning again, Emily. Good morning, Carl. Well, yeah,

look, the House seems ready to pass this bill tomorrow afternoon. House members have been told to be

ready to vote by 4 p.m. And while House Democratic leadership is urging its members to vote,

no, remember, this is the House. So Republicans can just go ahead pass this bill on their own. Now, once it does pass the House, attention is going to turn to whether Congress will be able to extend those Affordable Care Act tax credits that have helped keep health care costs low for millions of Americans. You have that handful of Senate Democrats who voted to reopen the government.

They are confident that there's a deal to be had here with Republicans. But a group of Senate Republicans who met yesterday on the credits,

they left talking about larger reforms, the Affordable Care Act, that includes finding ways to bolcher HSAs and FSAs.

Republican Senator Eric Schmidt said part of the goal will be defined a way to

limit the funds that go to insurance companies.

There's a lot of people talking about stuff, but listen, we got a lot of work to do

that isn't just centered on, you know, the Democrats' idea of what subsidies for insurance companies look like.

Because remember, this is tens of billions of dollars that go directly to insurance companies, and they pocket the profits.

Premiums haven't come down.

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