An AI-driven earnings boom is fueling market optimism, with Goldman Sachs raising its S&P 500 target to 8,000 and chipmakers like SK Hynix and Micron joining the trillion-dollar club. In major corporate and geopolitical news, Boeing has met FAA requirements to increase its 737 Max production rate, while the White House has denied Iranian reports of a draft peace deal concerning the Strait of Hormuz. This enthusiasm is also reflected in Nvidia's plan to spend $150 billion a year on Taiwanese suppliers and Robinhood's new feature allowing customers to connect their own AI agents for trading.

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