U.S. stock indexes set new records as the S&P 500 climbed 0.6% to 6,086.49, the Dow rose 0.7% to 45,014.04, and the Nasdaq increased 1.3% to 19,735.12. The upturn was bolstered by impressive earnings from Salesforce and Marvell Technology, with AI investments driving their performance. However, retail spending remains mixed, and a narrow jobs report suggests slower hiring, raising speculation about potential Federal Reserve interest rate cuts. Analysts anticipate a cautious approach from the Fed in upcoming meetings amid overall confidence in economic stability.