QQQ preserves most of its early advance as chips, AI deals and ceasefire talks fill the window

QQQ finished the full daily window up 1.47% and SPY rose 0.16%, leaving QQQ ahead by 1.31 percentage points. Both opened higher, then gave back part of those gains during regular trading, with SPY surrendering more. The news flow featured Marvell's S&P 500 addition, a large Google-SpaceX cloud agreement, Israel-Iran ceasefire talks amid continuing energy and blockade risks, and financing or IPO developments from Amazon and OpenAI.