U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in chip stocks. Futures were up, showing that investors are willing to step back into risk as long as the AI trade keeps working.

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This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has been running on faith? Today's session should offer the first clue. After Friday's bruising sell-off in technology stocks, especially semiconductors, Wall Street is trying to stabilize.

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Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment steady at 4.3%, and enough weakness to keep the Fed comfortable staying on hold. Instead, the economy added 172,000 jobs.

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Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but safe by the current standards of Wall Street, where a company can add hundreds of billions of dollars in value because investors believe it has found a permanent seat at the AI table. But good enough suddenly wasn't.

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The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first time. That sounds like a broad vote of confidence in the American economy. Look closer, though, and the picture is less democratic. A small group of technology and semiconductor stocks is doing most of the heavy lifting. The rest of the market is coming along, but more like a passenger than a co-pilot.

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Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has reached another record. The Nasdaq has also been setting highs. This is happening while Brent and WTI crude are sitting in the $90-to-$95 range.

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Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East conflict might eventually cool, and the continuing belief that AI will keep creating winners. Global stocks have also been carried by the same force. After a shaky April, the MSCI World Index rose sharply again in May, marking its strongest two-month stretch since the rebound after Covid. Investors are still following the money, and the money is still going into AI.

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Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond tech. The result is a market that looks confident.

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Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger problem is still coming from oil, Iran, and the risk that a geopolitical shock could undo the Fed's progress on inflation.

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Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a lot about where the artificial-intelligence boom has moved next.

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