US equities rise after smartphones, computers and semiconductors got an exemption from the Trump administration's so-called reciprocal 125% tariff rate on China. Chinese President Xi Jinping lands in Vietnam ahead of visits to Cambodia and Malaysia, after China called on more mutual respect from the US. Blackrock's Wei Li highlights quickly falling sentiment data, despite harder economic data continuing to hold up. Kelsey Berro of JPMorgan says credit is available in the market right now, but