CNBC Daily Open: An AI and 'everything else' market in play in the U.S.

1. Dow Jones hits record high above 48,000, driven by blue-chip stocks. 2. S&P 500 remained flat as Nasdaq dropped, indicating market divergence. 3. Anthropic plans $50 billion investment in AI infrastructure. 4. Potential delays in U.S. economic data release due to government shutdown. 5. Concerns over 'zombie companies' in private equity markets.