Stocks were higher Monday with the S&P 500 and Nasdaq near record territory as investors weighed geopolitical developments and strength in AI-related names. That rally carried into Tuesday, when markets finished mostly higher and the Dow and S&P extended their longest win streaks of the year while semiconductor stocks gained. Optimism about possible diplomacy supported sentiment, but comments highlighting the fragility of a cease-fire deal kept the rally sensitive to geopolitical news.
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