The U.S. stock market has staged a powerful rebound, erasing last week’s brief sell-off with multi-trillion-dollar inflows.
Data shows the market added over $2.1 trillion in value in less than three trading sessions. The S&P 500 has surged more than 250 points from Friday’s lows, pushing the index above its November 20 peak and bringing it within just over 2% of record territory.
The benchmark index closed Tuesday’s session at 6,765, up nearly 1% for the day.
Major technology companies have driven the market rebound. Alphabet, for example, surged after unveiling its AI model Gemini 3 and expanding its AI and cloud infrastructure, boosting confidence in its ability to rival other AI leaders.
Apple has provided steady support through U.S. manufacturing investments and accelerated AI and silicon development, reinforcing its role as a reliable anchor in tech.
Nvidia (NASDAQ: NVDA), once the AI-stock leader, cooled as Meta’s (NASDAQ: META) potential switch to Google AI chips raised concerns about its dominance. Despite Nvidia’s dip, strong performances from Alphabet, Apple, and other tech giants have kept the broader rally resilient.
Overall, the sharp rebound highlights the market’s underlying strength despite recent volatility, with momentum again centered in technology, artificial intelligence, and rate-sensitive sectors.
The AI boom remains a major driver, supported by strong mega-cap tech earnings and rising corporate spending on AI infrastructure, which continue to attract investors even at elevated valuations.
Overseas inflows surge
Another powerful driver of the rally has come from overseas. To this end, foreign investors have poured an unprecedented $647 billion into U.S. equities over the past 12 months, reflecting global confidence in American corporate earnings, the depth of U.S. capital markets, and the country’s dominant position in advanced technologies.
Overall, the Nasdaq and S&P 500 have posted strong year-to-date gains, supported by upbeat earnings and resilient consumer demand. Even as some sectors undergo rotation, the overall breadth of the rally has improved compared with earlier in the year.
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