US stocks today: US stocks open near record highs as AI optimism counters US-Iran war worries

US stock markets today (May 29, 2026): S&P 500, Nasdaq extend record run as Dell jumps 33% on AI demand

Dell jumped 33% on AI computing demand after beating earnings estimates and raising guidance; the S&P 500 heads for a ninth straight weekly gain, its longest streak since 2023. Dell's result confirms enterprise AI hardware capex is accelerating—a direct signal for infrastructure budget and procurement planning through H2 2026.