Market Overview - The market is underestimating the significance of emerging M&A deals [1] - A Goldman Sachs downgrade is considered misguided given the M&A activity [2] - The stock market rebounded, with the Dow closing up 88 points, advancing 0.14%, and the NASDAQ gaining 0.27% [3] Investor Behavior - Institutional investors have generally been selling, while individual investors have been actively buying stocks [4] - Individual investors seem unconcerned about tariffs [4] M&A Activity - The beginnings of an M&A boom are being observed [5]