S&P 500 and NASDAQ Composite are heading into a crucial week near record highs, with investors focused on two key themes — the AI-driven market rally and the strength of U.S. consumer spending amid sticky inflation. Earnings from NVIDIA and major retailers like Walmart, Home Depot, Target and TJX Companies are expected to provide fresh clues on AI demand, consumer health, and the broader U.S. economy.

Stock markets are reaching new highs. Investors are watching for Nvidia's earnings report this week. This will show the strength of the artificial intelligence boom. Retailers…

S&P 500 and NASDAQ Composite are heading into a crucial week near record highs, with investors focused on two key themes — the AI-driven market rally and the strength of U.S.…