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The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first time. That sounds like a broad vote of confidence in the American economy. Look closer, though, and the picture is less democratic. A small group of technology and semiconductor stocks is doing most of the heavy lifting. The rest of the market is coming along, but more like a passenger than a co-pilot.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has reached another record. The Nasdaq has also been setting highs. This is happening while Brent and WTI crude are sitting in the $90-to-$95 range.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East conflict might eventually cool, and the continuing belief that AI will keep creating winners. Global stocks have also been carried by the same force. After a shaky April, the MSCI World Index rose sharply again in May, marking its strongest two-month stretch since the rebound after Covid. Investors are still following the money, and the money is still going into AI.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond tech. The result is a market that looks confident.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger problem is still coming from oil, Iran, and the risk that a geopolitical shock could undo the Fed's progress on inflation.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a lot about where the artificial-intelligence boom has moved next.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street reopens today after Memorial Day, and the market is returning to a week that has already started without it. Europe traded while the U.S. and UK were away, and the message from investors was fairly clear: they are worried about the Middle East, but not worried enough to stop buying technology stocks.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Stocks are moving higher. The Dow is building on Thursday's record close, the S&P 500 is on track for an eighth straight weekly gain: its best run since late 2023. Tech shares are again doing much of the work. Bond yields have eased after a rough stretch. And investors are preparing for a long Memorial Day weekend, which usually encourages a bit of housekeeping, a bit of caution, and a bit of pretending nobody will check their phone on Monday.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's session had briefly looked as if it might build on Wednesday's rebound. Stocks had snapped a three-day losing streak, Europe had rallied sharply, oil had cooled, and Nvidia had done what Nvidia is now expected to do: report numbers so large they make normal corporate earnings look like a neighborhood bake sale. There was also the added excitement of a possible SpaceX IPO, with OpenAI not far behind, giving investors another reason to believe the technology boom still has plenty of fuel. Then Iran re-entered the picture.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like a quarterly update than a market-wide health check, since the company is the clearest symbol of the AI boom. If its results are strong, and its outlook is stronger, it could give stocks the jolt they badly need after three straight tech-led declines.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.