The stock market experienced mixed movements with the Nasdaq rising about 0.5% and the S&P 500 remaining flat, while the Dow declined 0.5%. A significant market driver was Amazon's stock surge of nearly 6% after announcing a $38 billion, multi-year strategic partnership with OpenAI, marking OpenAI's first major deal with a cloud provider outside Microsoft. This deal enables OpenAI to access AWS's extensive infrastructure, including hundreds of thousands of Nvidia GPUs, to support its AI workloads through 2026 and beyond, with plans to expand into 2027. The agreement signifies a major shift for OpenAI, which previously relied heavily on Microsoft, and reflects the growing demand for massive computing power in AI development. Nvidia shares also increased over 2% amid positive forecasts and analyst upgrades, despite geopolitical tensions such as President Trump's comments on restricting chip sales to China. Meanwhile, other corporate moves included Kimberly-Clark's $48.7 billion acquisition of Kenvue, creating a health and wellness giant, and significant deals in AI infrastructure, such as Cipher Mining's $5.5 billion lease with AWS and IREN's $9.7 billion cloud services contract with Microsoft. The market also responded to geopolitical developments, with Trump claiming the threat from China over rare earth minerals is 'completely gone,' leading to declines in rare earth stocks. Overall, the market remains optimistic about AI investments and infrastructure expansion, amidst ongoing earnings reports and economic data releases.