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US Market News Digest for May 12, 2026
AI rally vs geopolitics: S&P 500
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AI rally vs geopolitics: S&P 500 and Nasdaq shrug off oil shocksThe S&P 500 and Nasdaq continue to reach fresh highs, driven by a powerful tailwind from the artificial-intelligence technology boom. Investors are aggressively accumulating tech names and largely overlooking rising Middle East risks. The widening conflict has already pushed energy prices sharply higher, but so far, that inflationary impulse has not derailed Wall Street's broad bullish trend. The flip side is pressure in fixed income: US Treasury prices are falling
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