Market Overview - The pause on EU tariffs significantly influenced market activity, with the Dow gaining +740 points (+1.78%), S&P 500 up +118 points (+2.05%), Nasdaq increasing by +461 points (+2.47%), and Russell 2000 rising +50 points (+2.48%) [1] Company News - Salesforce announced its intention to acquire Informatica for $8 billion, resulting in stock gains for both companies [2] - Box reported Q1 earnings of 30 cents per share, exceeding estimates by 5 cents, with revenues of $276 million surpassing the $274.4 million forecast, leading to an 11% increase in its stock [5] - Okta's Q1 earnings of 86 cents per share on $688 million in sales beat estimates but the stock fell by 10% due to lower full-year revenue guidance and concerns about the economic environment [5] Consumer Confidence - The May Consumer Confidence report showed a headline index of +98.0, up +12.3 points from April, with the Present Situation index at 135.9 (+4.8 points) and the Expectations Index at 72.8 (+17.4 points) [3] Investor Sentiment - 44% of investors believe the stock market will be higher in the next 12 months, indicating a positive sentiment shift since the tariff delays [4] Upcoming Earnings - Anticipation surrounds NVIDIA's Q1 earnings report, with shares up +3% and a 44% increase since April 4, as the "AI trade" gains momentum [6] - Earnings reports from Macy's and Salesforce are expected, along with the minutes from the recent Federal Open Market Committee meeting [7]