US stocks continued to rally, with tech leading the gains once again, as NVIDIA was boosted after the US and China announced the company would be allowed to resume chip sales to China, sending shares more than 4% higher. Cisco (CSCO) also surged following earnings and a restructuring announcement, while Cerebras (CBRS) nearly doubled from its IPO price, reinforcing ongoing optimism surrounding AI demand. Focus remained on the US/China summit, which appeared constructive overall as agreements involving NVIDIA and Boeing (BA) were announced, although China's reported 200 Boeing jet order fell short of the previously touted 500 aircraft figure, while…