US stocks ride AI hype and trade truce to 6-month winning streak
S&P 500 and Nasdaq post longest runs of monthly gains in years
S&P 500 and Nasdaq post longest runs of monthly gains in years

Weak private sector jobs data adds to nerves over elevated valuations for AI-linked companies

Wall Street’s S&P 500 is up 16.5% in 2025, beating analysts’ forecasts, after markets shrugged off trade turmoil

Strong earnings and AI spending plans help investors shrug off fallout from Middle East conflict

Investors’ bet on AI boom and Tokyo’s ability to withstand trade turmoil buoy shares

Nasdaq climbs after sell-off fuelled by worries over vast AI spending

Bullish forecasts come despite recent investor jitters over tech spending and potential bubble in AI sector