Editorial companion

What stands out

The S&P 500 and Dow both hit new all-time highs while Palantir jumped nearly 30% after its earnings print, a reminder that broad indexes can rally even as individual stocks do the heavy lifting. AMD and SpaceX posted mixed postmarket results, underscoring that days of record highs still contain company-by-company volatility. For investors watching earnings season and headline rallies, the clip is a compact lesson in separating index-level calm from stock-level fireworks.