--- title: "Nine-Week Winning Streak, 20% Rebound from March Lows! The Fierceness of This U.S. Stock Rally Is \"Historically Rare\"" type: "News" locale: "en" url: "https://longbridge.com/en/news/288132253.md" description: "The S&P 500 has posted nine consecutive weekly gains, setting a rare record not seen in 40 years, and has rebounded nearly 20% from its March lows. This rally has been doubly boosted by substantial progress in U.S.-Iran ceasefire negotiations and strong AI-driven corporate earnings, highlighted by a 33% surge in Dell's stock. Analysts warn that the ceasefire agreement still carries the risk of collapse, and persistently high inflation could prompt the Federal Reserve to adopt a hawkish stance at its June meeting" datetime: "2026-05-30T04:03:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288132253.md) - [en](https://longbridge.com/en/news/288132253.md) - [zh-HK](https://longbridge.com/zh-HK/news/288132253.md) --- # Nine-Week Winning Streak, 20% Rebound from March Lows! The Fierceness of This U.S. Stock Rally Is "Historically Rare" The S&P 500 has recorded nine consecutive weekly gains, cumulatively rebounding nearly 20% from its March lows, marking a rare winning streak unseen in over 40 years. The market has been doubly buoyed by expectations of a U.S.-Iran ceasefire and enthusiasm for artificial intelligence trades, with risk appetite continuing to rise. Positive developments in U.S.-Iran ceasefire negotiations served as the biggest catalyst for the market this week. The two sides are currently at their "closest point to reaching an agreement" since talks began, although the final signing time for the memorandum of understanding remains unclear. According to Xinhua News Agency, Trump stated on social media on Friday, the 29th (local time), that he was about to hold a meeting in the White House Situation Room to make a final decision regarding the conflict with Iran; Treasury Secretary Scott Bessent also indicated that the U.S. might lift some sanctions on Iran depending on how the situation develops. Dell surged 33% this week, benefiting from strong demand for AI servers, leading the company to raise its full-year revenue and adjusted earnings per share outlook; Brent crude oil closed at around $92 per barrel; U.S. Treasuries rose this week, partially recovering losses incurred since the outbreak of the conflict. The current strong performance of the stock market suggests that investors are largely ignoring geopolitical uncertainties and potential upward pressure on bond yields. However, variables remain regarding whether the rally can continue. Analysts warn that there is still a risk of the ceasefire agreement collapsing, and persistently high inflation coupled with a stabilizing labor market could prompt the Federal Reserve to adjust its dovish stance at its June meeting. ## Nine-Week Winning Streak: A Historical Record Seen Only a Few Times in 40 Years The S&P 500's nine consecutive weekly gains mark its longest winning streak since 2023. According to Bloomberg data, **this record has been replicated only a few times in the past 40 years.** Matt Maley of Miller Tabak admitted that the risk of the ceasefire agreement collapsing still exists, "but for now, at least the likelihood of the ceasefire continuing is relatively high. The only question now is whether the stock market has fully priced in this outcome." Adam Turnquist of LPL Financial pointed out that the easing of geopolitical tensions and the ongoing ceasefire framework are important catalysts for the stock market's rise, while strong corporate earnings have also played a key role in maintaining market momentum. Emily Bowersock Hill of Bowersock Capital Partners stated: > "Investors' enthusiasm for stocks is well-founded. Investors expect the boom in AI infrastructure to continue offsetting the negative impacts of geopolitical turmoil. **The stock market focuses on corporate profits; as long as earnings continue to grow, stock prices have the conditions to keep rising.**" ## U.S.-Iran Negotiations: Optimism Rises, Key Obstacles Remain Wall Street remained captivated by news of U.S.-Iran ceasefire negotiations this week. Reports indicate that funds held by Qatar are one of the last few key obstacles in the current negotiations. Trump posted on social media that Iran must agree to never possess nuclear weapons or bombs, and the Strait of Hormuz must be opened immediately, using these as prerequisites for reaching a preliminary agreement to extend the ceasefire. However, Trump subsequently left the meeting in the White House Situation Room without making any decisions. Treasury Secretary Bessent further released positive signals, stating that the U.S. might lift some sanctions on Iran depending on the development of the current standoff. This statement was interpreted by the market as a signal of substantial progress in the negotiation process. ## Corporate Earnings: AI-Driven Outperformance Supports the Rally Strong corporate earnings continue to provide fundamental support for this rally. Dell jumped 33% this week, raising its full-year revenue and adjusted earnings per share outlook citing strong demand for AI servers, with analysts generally characterizing it as "another quarter of beating expectations." Data storage service provider NetApp surged as much as 17% in pre-market trading, with analysts believing its latest financial report was "substantial," showing strong growth, and expecting widespread rating upgrades. In contrast, warehouse retailer Costco fell slightly by 0.4% in pre-market trading. Although third-quarter results were overall robust, analysts pointed out that slowing membership growth is a hidden concern worth noting. ## Bond Market and Inflation: Risks of Fed Policy Shift Loom Although U.S. Treasuries rose slightly this week, market concerns about inflation and the Federal Reserve's policy path have not completely dissipated. Earlier this month, as rising energy costs sparked inflation concerns, the bond market suffered massive sell-offs, with the market once worrying that the Fed might be forced to restart interest rate hikes. Angelo Kourkafas of Edward Jones stated, "The recent decline in oil prices has helped alleviate some inflation concerns. However, inflation is drifting further away from the Fed's 2% target, and the labor market is stabilizing or even improving, so policymakers may begin to shift their dovish stance at the June meeting." The rebound in Treasuries this week was only a partial repair of previous losses, and the long-term risk of rising bond yields remains a key variable hanging over the market. ### Related Stocks - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [DELL.US](https://longbridge.com/en/quote/DELL.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [PSCT.US](https://longbridge.com/en/quote/PSCT.US.md) - [XLK.US](https://longbridge.com/en/quote/XLK.US.md) - [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md) - [DAT.US](https://longbridge.com/en/quote/DAT.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [NXTG.US](https://longbridge.com/en/quote/NXTG.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [SNSR.US](https://longbridge.com/en/quote/SNSR.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [RSPT.US](https://longbridge.com/en/quote/RSPT.US.md) - [XSW.US](https://longbridge.com/en/quote/XSW.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [LPLA.US](https://longbridge.com/en/quote/LPLA.US.md) - [NTAP.US](https://longbridge.com/en/quote/NTAP.US.md) - [COST.US](https://longbridge.com/en/quote/COST.US.md) ## Related News & Research - [Dell Technologies (NYSE:DELL) Releases Q2 2027 Earnings Guidance](https://longbridge.com/en/news/287979306.md) - [Dell Shares Hit New 52-Week High As AI Push And Analyst Upgrades Fuel Rally](https://longbridge.com/en/news/287663946.md) - [Viawealth LLC Has $1.09 Million Stock Holdings in Dell Technologies Inc. $DELL](https://longbridge.com/en/news/288143806.md) - [Dell Technologies Is About to Report Q1 Earnings. 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