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Tech-Led Rebound Lifts U.S. Benchmarks As AI Infrastructure Bets Counter Policy Ambiguity
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Wall Street logged gains across the S&P 500 and Nasdaq as investors leaned into AI infrastructure leverage following Amazon’s $38 billion OpenAI arrangement and ongoing Nvidia allocation signals. The advance came despite a murky Federal Reserve outlook that continues to blunt duration conviction and restrain multi-sector breadth. Flows concentrated in megacap technology and adjacent beneficiaries, with traders emphasizing cash-generation and balance-sheet durability while fading cyclical beta until labor data and Fedspeak clarify the easing path. Futures indicated selective follow-through, suggesting a market rewarding earnings visibility over broad risk-on exposure.