The good vibes are back on Wall Street

From trade deals and foreign elections to merger announcements to corporate earnings, investors are finding plenty of reasons to be happy.

- Hannah Erin Lang& Nn Glickman

More than one-third of the firms in the S&P 500 are set to report quarterly earnings in the coming days, including Apple.

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Stocks hit fresh records on Monday, marking a significant pickup in momentum after a bumpy stretch in which tariff fears and worries about loan losses at regional banks weighed on major indexes.

The optimism isn’t limited to U.S. markets. Benchmarks in Japan, South Korea and ‘Taiwan notched new records Monday, while the Shanghai composite closed at its highest level in more than 10 years, Argentine stocks rocketed 22% higher, powered by a decisive political win for Milei in the country’s midterm elections.

“There’s just a lot of stuff in the ‘good’ column and not a lot in the ‘bad’ column,” said Jed Ellerbrock, portfolio manager at Argent Capital Management.

All three major stock indexes hit new all-time highs on Monday, with tech companies leading the charge. The Dow Jones Industrial Average gained around 337 points, or 0.7%. The S&P 500 added 1.2%. The Nasdaq composite rose 1.9%, notching back-to-back gains greater than 1% for the first time since May.