Markets rallied hard yesterday after trade tensions cooled, but investors aren’t in the clear yet. 📈 Major stock indices jumped more than 1% across the board after President Trump walked back tariff threats tied to Europe and Greenland, easing fears of a new trade war. Energy hit new highs, small caps kept outperforming, and semiconductors rebounded, but gold also made another record, showing caution is still in the air.

In this update, I break down:

• Why stocks surged after a rocky start to the week

• What falling bond yields and rising gold are really signaling

• The biggest company moves (Intel, Netflix, J&J, Berkshire & more)

• And what economic data and earnings could move markets next

Volatility is still elevated, headlines matter more than usual, and global events are driving markets in real time.