--- title: "S&P 500 rally defies inflation risks as AI drives gains" type: "News" locale: "en" url: "https://longbridge.com/en/news/286325063.md" description: "The S&P 500 continues to rally, driven by momentum in artificial intelligence and strong corporate earnings that counter inflationary pressures. Speculative investments in non-profitable tech and commodity-linked trades have outperformed the broader market this year. However, high oil prices due to geopolitical tensions pose potential recession risks despite the current market strength." datetime: "2026-05-13T22:21:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286325063.md) - [en](https://longbridge.com/en/news/286325063.md) - [zh-HK](https://longbridge.com/zh-HK/news/286325063.md) --- # S&P 500 rally defies inflation risks as AI drives gains AI fuels market: Artificial intelligence momentum and strong corporate earnings are offsetting inflationary pressures, helping the S&P 500 extend its rally. Speculative plays surge: Non-profitable tech, commodity-linked trades, and international exposure have outpaced the broader market’s year-to-date gains. Risks remain: Persistently high oil prices from geopolitical tensions could raise recession risks despite current market strength. ### Related Stocks - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [CHAT.US](https://longbridge.com/en/quote/CHAT.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [BOTZ.US](https://longbridge.com/en/quote/BOTZ.US.md) - [ARTY.US](https://longbridge.com/en/quote/ARTY.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [ARKQ.US](https://longbridge.com/en/quote/ARKQ.US.md) ## Related News & Research - [US, China are discussing AI guardrails to safeguard most powerful models, Bessent says](https://longbridge.com/en/news/286404995.md) - [ANALYSIS-Bond yield spike is risk to unprepared equities market, investors warn](https://longbridge.com/en/news/286668628.md) - [LIVE MARKETS-In Europe, 'the pessimists are back'](https://longbridge.com/en/news/286894777.md) - [Rare S&P 500 Signals: What History Says About This Rally](https://longbridge.com/en/news/286600805.md) - [Morgan Stanley lifts S&P 500 target to 8,000 on earnings strength](https://longbridge.com/en/news/286230080.md)