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Market Overview - Major U.S. stock indices reached historical highs, with the S&P 500 closing above 6800 points for the first time, driven by optimism from new U.S.-China trade negotiations [1] - The technology sector performed well, with notable gains in semiconductor stocks, as the Philadelphia Semiconductor Index hit a record high [1] - Earnings expectations for S&P 500 companies in Q3 are projected to grow by 10.4% year-over-year, surpassing previous expectations of 8.8% [3] Company Specifics - Amazon is reportedly planning to lay off 30,000 employees, which impacted its stock performance [1] - Nvidia and Intel saw stock increases of 2.8% and 3.3% respectively, while Qualcomm surged over 11% following the announcement of two AI chips for data centers [1] - Lululemon's stock rose by 1.8% after announcing a partnership with the NFL to launch a co-branded apparel line [3] - Janus Henderson shares increased by 11.2% after confirming acquisition proposals from Trian and General Catalyst [4] Economic Indicators - The 2-year U.S. Treasury yield rose by 1.7 basis points to 3.50%, while the 10-year yield fell by 0.2 basis points to 3.99% [2] - Market sentiment remains optimistic, with investors looking for reasons to buy amid expectations of interest rate cuts and favorable trade agreements [3]