(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator. See today's video update from Mike above.) -No news, no government services, no problem for the stock market. -The lack of scheduled economic data today and tomorrow keeps investors in the dark on the latest labor trends and factory orders, but this simply leaves the market traveling its path of least resistance: Rotating in an upward grind, with the excitable semiconductor and "hot themes" of drone-tech and quantum computing providing the lift. -If anything, the absence of government data has added certainty to the outlook for a Fed rate cut in a few weeks, while arguably creating a few months of staticky macro readings that could allow investors to give the numbers a pass. This is the bright

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