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S&P 500 Rally Driven by Tech and AI
Liridon Gila breaks down May's strong S&P 500 rally, driven by dominant Tech and AI-led gains despite narrow market breadth. He highlights key drivers - including earnings strength, geopolitics, and macro resilience - and outlines what to watch next, from Fed policy shifts to AI capex trends.
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By Advisors Asset Management, Inc.Liridon Gila breaks down May's strong S&P 500 rally, driven by dominant Tech and AI-led gains despite narrow market breadth. He highlights key drivers - including earnings strength, geopolitics, and macro resilience - and outlines what to watch next, from Fed policy shifts to AI capex trends.