So markets basically stayed on an even keel today despite some shaky moments at open. Dow +238, S&P +52, but Nasdaq really carried the load with +290 points. Pretty solid showing across the board. The Iran situation from the weekend seemed to lose steam pretty quick—guess investors figured we're not heading into another Iraq-style mess. That probably helped sentiment.

The economic data was mixed honestly. ADP jobs came in at +63K which beat the +48K expectation, but when you dig into the 4-month average it's only +24K per month. Not falling off a cliff but definitely slowing down. ISM Services was better than expected at 56.1%, though the final S&P Services PMI dropped to 51.7—still above 50 but notably weaker month-over-month. Basically everything's holding steady but nothing's exactly screaming growth either. Market's keeping an even keel while we wait to see if labor holds up.

Earnings-wise, Broadcom beat on the quarter with $2.05 EPS versus expectations, riding the AI infrastructure wave. Revenues hit $19.31B which was right in line. Stock barely moved though, still down on the year. American Eagle crushed it with 84 cents EPS versus 71 cents expected and same-store sales up 8%, but couldn't hold the gains in after-hours either. Weird how both beat and still couldn't keep momentum. Kroger, Costco, Gap, and Marvell all reporting this week. Keeping things on an even keel while we see how the rest of earnings season shakes out.