After the long weekend, U.S. stocks are back in risk-on mode. The Dow hit 53,000 points for the first time, AI and chip stocks rebounded, and Bitcoin surged after Trump expressed support for crypto. However, oil prices remain under pressure due to Saudi Arabia's steep price cuts, and SpaceX's inclusion in the Nasdaq 100 faces the test of 'buy the rumor, sell the news.' The key to the July market might be whether AI trades can stay hot and whether funds can continue to flow in after index inclusions.