U.S. equity markets hit fresh record highs as earnings from Taiwan Semiconductor and strong retail sales data lifted investor sentiment. We explore why chip stocks are surging, how the consumer is holding up, and where yields and the dollar are headed. In Asia, markets followed Wall Street’s quiet optimism, while commodities like oil and gold edged higher. In crypto, Bitcoin gets a Nasdaq-bound SPAC, and the U.S. House passes major stablecoin legislation. Join us for a calm, focused journey through the day’s biggest financial stories.