18% of S&P 500 Stocks Are Up at Least least 10% This Year. That’s Really, Really Good.

Core Viewpoint - The article highlights that shifts in AI demand and policy changes from the Trump era are driving significant rallies in various sectors, including semiconductors, metals, banks, and gold miners [1] Group 1: Industry Insights - The semiconductor industry is experiencing a rally due to increased demand for AI technologies [1] - Metals and banking sectors are also benefiting from the changing economic landscape and policy shifts [1] - Gold miners are seeing positive market movements as a result of these broader economic changes [1]