The Middle East situation eases, US-Iran pause conflicts, oil prices plummet, and inflation pressure subsides. US stocks showed divergence last week, overall cautious, with the three major indexes declining for two consecutive weeks. Super Central Bank Week is here, the Fed is expected to hold steady, and the market is watching for hawkish signals and key data. AI trading logic shifts, investors question the returns on tech giants' massive AI investments. Apple's AI collaboration model gains favor, chip stocks under pressure, and the storage sector sees a sharp drop.