Stocks Touch Record Highs On Earnings Optimism

S&P 500 and Nasdaq hit record highs to start the week amid earnings optimism (CNBC)

EU Is Racing to Secure US Trade Deal and Preparing for Worst (Bloomberg)

S&P 500 Signals the US Stock Rally Momentum is Waning (Bloomberg)

Are “Magnificent 7” Companies Still Top Contributors to Earnings Growth for the S&P 500 for Q2? (FactSet)

The US Economy Is Regaining Its Swagger (WSJ)

Nvidia’s China Restart Faces Production Obstacles (The Information)

What Chip-Stock Investors Are Missing About Tariffs (WSJ)

Jeep maker Stellantis warns of a shock $2.7 billion loss as tariffs bite (CNBC)

Perplexity in talks with phone makers to pre-install Comet AI mobile browser on devices (Reuters)

Treasury Secretary Bessent calls for a review of ‘the entire’ Federal Reserve (CNBC)