According to CoinMeta, the S&P 500 and the Dow Jones Industrial Average saw significant gains due to strong AI earnings. The stock price of Palantir soared by 29%, while Caterpillar rose by 6%. This reflects a recovery in investor confidence, as strong corporate performance alleviated concerns about excessive AI spending. The Dow Jones Industrial Average increased by 907 points, or 1.71%, closing at 54,091.42 points; the S&P 500 rose by 1.79%, closing at 7,736.52 points; and the Nasdaq Composite Index rose by 2.59%, reaching a new high of 26,584.99 points. Caterpillar raised its full-year revenue growth forecast, benefiting from demand for power generation equipment. The stock price of Palantir rose by 29.5% after the company increased its full-year revenue forecast. The latest rebound has brought the Dow Jones index up more than 12% so far this year, pushing it to a record high. Among the 304 companies in the S&P 500, 85.2% exceeded analysts' profit forecasts, significantly higher than the long-term average of 67.5%. Semiconductor stocks also rose as investors continued to be optimistic that chip manufacturers would be the main beneficiaries of AI infrastructure investments, with the Philadelphia Semiconductor Index rising by 6.6%.