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Wall Street Morning Report: The AI bull market faces a "critical judgment week," with the earnings reports of the three major cloud giants in succession and the Federal Reserve's resolution as the finale.

Gold starts Fed week higher but remains near three-month low

Goldman Sachs expects the Federal Reserve to pause in October and possibly raise rates again in December.

Goldman Sachs expects another Fed rate hike in December, and tighter financial conditions are insufficient to alter the policy path.