Stock Surge to All time highs, Yields + Oil falls

In today’s GAR Capital Daily Market Intelligence Report, we break down the biggest developments moving global markets.

Topics include:

• Stocks climb as oil prices retreat and Treasury yields ease.
• The latest developments surrounding the Strait of Hormuz negotiations.
• Potential new U.S. trade measures targeting polysilicon and semiconductor supply chains.
• Why AI infrastructure spending continues to accelerate with major data center investments.
• The macro themes that matter most for traders and investors heading into the next session.

We also discuss what could change the market tomorrow, key risks to monitor, and actionable insights from the GAR Command Center.

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