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AI Stocks and Inflation Boost U.S. Markets
During May, the U.S. markets experienced a strong upward rally, leading major stock indices to reach new all-time highs. The Standard & Poor's 500 rose by 5.7%, the Nasdaq by approximately 8.5%, and the Dow Jones by nearly 3%. This surge was driven by increasing expectations that the tightening cycle has ended and inflation is receding, which boosted confidence and investment in stocks, particularly in the technology sector, which delivered exceptional performance led by major companies such as Nvidia, Apple, and Microsoft.
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