Core Insights - The US stock market has experienced significant growth over the past seven months, with the S&P 500 index increasing by more than 30% from its year-to-date low in early April [1] Group 1: Market Performance - The S&P 500 index is currently up more than 30% compared to its low in early April [1] - The rally in the stock market is largely driven by enthusiasm surrounding artificial intelligence (AI) [1] - Resilient consumer spending has also contributed to the positive market performance [1] Group 2: Key Drivers - Artificial intelligence and data infrastructure are highlighted as major factors fueling the market rally [1] - The combination of technological advancements and consumer behavior is creating a favorable environment for stock market growth [1]